Columbia Business School is out with the Fall 2019 issue of its Graham & Doddsville newsletter. It features interviews with Mohnish Pabrai (Pabrai Investment Funds), Paul Moroz (Mawer Investment Management), Ellen Carr (Weaver C. Barksdale), and Matthew Peterson (Peterson Capital).
These managers talk about names such as Wolters Kluwer, Alphabet (GOOG), Constellation Software (CSU.TO), GrafTech (EAF), DailyJournal (DJCO), and more.
The issue also features student investment pitches from the Pershing Square Challenge, including long Aramark (ARMK), long ServiceMaster (SERV), long US Foods (USFD).
Embedded below is the Fall 2019 issue of Graham & Doddsville:
You can download a .pdf copy here.
Tuesday, October 15, 2019
New Graham & Doddsville Issue: Pabrai, Moroz, Carr, Peterson & More
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