Columbia Graduate Business School established a Graham-and-Dodd chair, but oddly assigned it to Bruce Greenwald. Greenwald, an MIT-trained economist had married into money, made a million or two in bond futures, lost a similar sum in oils, and quit at the insistence of his in-laws. “At investing I’m a complete idiot,” he noted, rather affably, adding that it was speculating that turned him on. He invited Buffett to give a guest lecture but did not think him imitable. “I’m sympathetic to the Graham-and-Dodd point of view,” Greenwald said, “but I’m not really a Graham-and-Dodder.” (Buffett by Roger Lowenstein-1995)
Notes on Money Manager Presentations
A reader graciously shared his notes on the VIC in Omaha (2012). I added supplementary materials
VIC_2012_Brian_Bares on the Small Cap Advantage
VIC_2012_Cara_Denver_Jacobsen 10 Years in Micro Cap Land
VIC_2012_Damodaran and Investment Philosophies:Damordaran 200 pages on Inv Philosophies
VIC_2012_Francisco_Garcia_Parames Finding European Value
VIC_2012_Jeff_Auxier Value of Cumulative Research
VIC_2012_Jeff_Stacey Global Value Investing
VIC_2012_Lauren_Templeton John Templeton’s Strategies
VIC_2012_Lisa_O-Dell_Rapuano Value Investing with a Contrarian Bent (Rec!)
VIC_2012_Pat_Dorsey on Moats (Important to read)
VIC_2012_Paul_Larson Morningstar Stockinvestor Newsletter Editor
VIC_2012_Robert_Hagstrom Investing: The Last Liberal Art. He recommends, How to Read a Book by Adler
VIC_2012_Seng_Hock_Tan Value Investing in Asia.
Words of Wisdom
As always, adapt to your style, personality and aptitudes.
Humor:
My Research Director: http://www.youtube.com/watch?v=RXromsE-S7g
My shocked face: http://www.youtube.com/watch?v=i8edTjSx1nM&feature=related
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