Columbia Business School is out with the Fall 2019 issue of its Graham & Doddsville newsletter. It features interviews with Mohnish Pabrai (Pabrai Investment Funds), Paul Moroz (Mawer Investment Management), Ellen Carr (Weaver C. Barksdale), and Matthew Peterson (Peterson Capital).
These managers talk about names such as Wolters Kluwer, Alphabet (GOOG), Constellation Software (CSU.TO), GrafTech (EAF), DailyJournal (DJCO), and more.
The issue also features student investment pitches from the Pershing Square Challenge, including long Aramark (ARMK), long ServiceMaster (SERV), long US Foods (USFD).
Embedded below is the Fall 2019 issue of Graham & Doddsville:
You can download a .pdf copy here.
Showing posts with label SERV. Show all posts
Showing posts with label SERV. Show all posts
Tuesday, October 15, 2019
New Graham & Doddsville Issue: Pabrai, Moroz, Carr, Peterson & More
Monday, October 23, 2017
Graham & Doddsville Latest Issue: Howard Marks Interview & Pitches on SPR, SERV
The Fall 2017 issue of Columbia Business School's newsletter Graham & Doddsville has been released. In it, they feature an interview with Howard Marks of Oaktree Capital. We've highlighted many of Marks' letters in the past.
The new issue also features Paul Sonkin of GAMCO Investors/Gabelli Funds who talks about learning from mistakes and pitching the perfect investment.
Additionally, they profile Jeremy Weisstrub's new firm, Aryeh Capital Management. Prior to founding the new firm, he worked at Greenlight Capital. He talks about his bullishness on shares of ServiceMaster (SERV), which includes businesses like Terminix, American Home Shield, and more.
The newsletter also features student investment pitches, including long Spirit Aerosystems (SPR), which was the winning pitch at the Women in Investing (WIN) Conference.
Embedded below is the fall issue of Graham & Doddsville:
You can download a .pdf copy here.
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