The latest Graham & Doddsville newsletter was just published by the students of Columbia Business School. This edition contains interviews with Leon Cooperman (ADT), David Poppe and John Harris of Ruane, Cunniff & Goldfarb (GOOG, CACC), C.T. Fitzpatrick of Vulcan Value (ORCL), and Seth Fischer of Oasis Management (activism in Japan/China).
Full newsletter here: Graham & Doddsville Winter 2018
Leon Cooperman on how to deal with drawdowns in stocks:
Leon Cooperman on ADT:
David Poppe and John Harris on disruption:
C.T. Fitzpatrick on his value philosophy: