Graham & Doddsville Winter 2018

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

Not a recommendation to buy or sell securities. Not a recommendation or solicitation for any fund or partnership. Please read our Disclaimer!

Leon Cooperman on how to deal with drawdowns in stocks:

Graham Doddsville WInter 2018 - Cooperman Ackman Downside.jpg

Leon Cooperman on ADT:

Graham Doddsville WInter 2018 - Cooperman Ackman ADP.jpg

David Poppe and John Harris on disruption:

Graham Doddsville Winter 2018 - Sequoia Disruption.jpg

C.T. Fitzpatrick on his value philosophy:

Graham Doddsville Winter 2018 - Vulcan Value Stability Quality.jpg