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Recent posts include:

[OAK] Valuation Attractive on Normalized Fee-Related Earnings

[DLTR, DG] Dollar Store Deep Dive

[CHUBA/K] A Skeptical Take

Quick Blurbs [WETF, ALLY, HBI, ANTM, AMZN, LUV, URI, WNC]

Graham & Doddsville Fall Newsletter From Columbia Business School

Columbia Business School is out with its Fall 2013 edition of the Graham & Doddsville newsletter.  This issue features an interview with Aquamarine Capital's Guy Spier as well as a focus on Koch Industries, Homex (HMX) 9.75% Sr Guaranteed Notes, Wabash National (WNC), and Active Network (ACTV).

Spier gave an interesting interview about his career and investing style.  Here's a few select quotes:

"Something I believe quite strongly is that if you want to understand who an investor is, you need to understand their relationship to money in general, their relationship to the money that they specifically manage, and what the money means to them."

"At the end of the day, every successful investor ends up differentiating themselves on the unique aspects of their personality and who they are.  I'm not trying to be the best investor.  I'm just trying to be Guy Spier."

In his interview, Guy also walks through his thinking on Reciprocal Patent Exchange (RPX), as well as Fiat (FIATY).


Embedded below is the Fall 2013 edition of the Graham & Doddsville newsletter:




If you missed it in the past, Graham & Doddsville also had a great interview with JANA Partners.