Winter 2007/2008
Graham & Doddsville, issue 3 · 23 pages
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Interviews
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p. 1 ↗
Jean-Marie Eveillard
First Eagle Investment Management
Often called the first truly global value investor, Jean-Marie tells how Ben Graham 'simply made sense' to him while he was a young analyst for a French bank, and why he came back to run the First Eagle funds in 2007.
InternationalDeep value
Student pitches
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p. 14 ↗
Short D.R. Horton
By Joshua Chekofsky
Joshua put intrinsic value at $7.25 against an $11.86 price.
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p. 16 ↗
Long Macy's
By Del Anderson
Shares punished for slow sales at the rebranded May stores, a short-term problem against a long-term value of about $37.
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p. 18 ↗
Short Netflix
By Avram Drori
Shorted at $21.75 on the argument that cable, satellite and telecom companies would make Netflix's model obsolete.