Winter 2006
Graham & Doddsville, issue 1 · 22 pages
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Interviews
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p. 1 ↗
Richard Pzena
Pzena Investment Management
The first issue. Rich buys good businesses that fell on a problem and works out whether the problem is cyclical or permanent. He passes on cases like Kodak and newspapers.
Deep value
Student pitches
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p. 12 ↗
Long International Coal Group
By Jonathon Luft
'Rookie slump masks homerun potential': at $4.20 the stock sat well below the value of its reserves, which Jonathon put at $6.50 a share or more.
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p. 14 ↗
Long Strattec Security
By Luciano Ferreira
A great business in an out-of-favor industry, held down by worries about the big three US automakers.