The Fall 2017 issue of Columbia Business School's newsletter Graham & Doddsville has been released. In it, they feature an interview with Howard Marks of Oaktree Capital. We've highlighted many of Marks' letters in the past.
The new issue also features Paul Sonkin of GAMCO Investors/Gabelli Funds who talks about learning from mistakes and pitching the perfect investment.
Additionally, they profile Jeremy Weisstrub's new firm, Aryeh Capital Management. Prior to founding the new firm, he worked at Greenlight Capital. He talks about his bullishness on shares of ServiceMaster (SERV), which includes businesses like Terminix, American Home Shield, and more.
The newsletter also features student investment pitches, including long Spirit Aerosystems (SPR), which was the winning pitch at the Women in Investing (WIN) Conference.
Embedded below is the fall issue of Graham & Doddsville:
You can download a .pdf copy here.
Monday, October 23, 2017
Graham & Doddsville Latest Issue: Howard Marks Interview & Pitches on SPR, SERV
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