A new issue of Columbia Business School's Graham & Doddsville newsletter has been released. It features interviews with Professor Bruce Greenwald as he retires, and Mark Cooper of First Eagle Management. It also features a conversation with Michael Mauboussin of Blue Mountain Capital and Tom Digenan of UBS Asset Management.
Lastly, it also interviews upcoming fund launch: Rishi Renjen's ROAM Global. Prior to launching, he worked at Maverick Capital, TPG-Axon, and Glenview Capital.
This time around, Graham & Doddsville also includes student investment pitches from the Pershing Square Challenge.
1st place this year was a short of Stericycle (SRCL), 2nd place was a short of Credit Acceptance (CACC), and 3rd place was a short of Spotify (SPOT). The issue also showcases pitches on short CH Robinson (CHRW), short Harvey Norman, and long Digicel credit.
Embedded below is the latest issue of Graham & Doddsville:
You can download a .pdf copy here.
And if you missed it, be sure to check out the recent past issue that includes interviews with Lee Cooperman, David Poppe, and John Harris.
Tuesday, May 8, 2018
New Graham & Doddsville Issue: Mauboussin, Greenwald & More
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