Graham & Doddsville Latest Issue: Interviews With First Eagle, Jericho & More

Columbia Business School is out with the latest edition of its Graham & Doddsville investment newsletter.  This issue features interviews with Matthew McLennan and Kimball Brooker of First Eagle Investment Management, Josh Resnick of Jericho Capital, and Harvey Sawikin of Firebird Management.

Additionally, they talk with Eric Yip and Mark Unferth of Alder Hill Management, and Rolf Heitmeyer of Breithorn Capital.

Lastly, the new issue features student investment pitches of: long Altice, long Fiat Chrysler, long HCA, long Genuine Parts Company, and long Precision Castparts (PCP).

Embedded below is the latest issue of Graham & Doddsville:



Be sure to also check out the previous issue of Graham & Doddsville including an interview with Bill Ackman.

Harvey Sawikin's Pitch on Gazprom Neft: Value Investing Congress

We're posting up notes from the 2013 Value Investing Congress in New York.  Next up is Harvey Sawikin of Firebird Management.  He presented "A Russian, State-Owned Energy Company, and It's a Buy!"  His pitch was on Gazprom Neft.

Harvey Sawikin's Value Investing Congress Presentation

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22% net annual returns over last 19 years.

Gazprom Neft

SIBN.RM only $1.5M ave daily shares traded.  Illiquid.   

Also risk of high oil taxes by govt. one of the most efficient of Russian oil and gas companies.

50% of CAPEX in Russia is lost or stolen. One pipeline they estimated could have been paved with caviar, it was so expensive.

Other Ideas

Tallink: Estonian ferry operator

Kazkommertsbank (KKB): Trades in London. Bank in Kazakhstan. 

Be sure to check out the other presentations from the New York VIC here.