Columbia Business School has released the Winter 2017 edition of its Graham & Doddsville newsletter. In it, they feature a great interview with Guy Shanon and Michael Blitzer of Kingstown Capital.
They talk about their investment process and also outline their thesis for their largest position, Adient (ADNT), a spin-off from Johnson Controls (JCI).
The issue also features chats with Rupal Bhansali of Ariel Investments, Simeon Wallis of ValorBridge Partners, Jared Friedberg of Mercator, as well as Charles and Roy Studness of Studness Capital Management.
Lastly, this edition includes student investment pitches on short Foot Locker (FL), long Axalta Coating Systems (AXTA), and short Cardtronics (CATM).
Embedded below is Columbia Business School's latest Graham & Doddsville:
You can download a .pdf copy here.
You can also view past issues of this newsletter, including interviews with Meritage Group and MSD Capital.
Monday, February 13, 2017
New Graham & Doddsville Issue: Kingstown Capital Interview
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