Winter 2011
Graham & Doddsville, issue 11 · 54 pages
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Interviews
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p. 1 ↗
Larry Robbins
Glenview Institutional Partners
Larry went from trading options on the Chicago floor to Omega and then Glenview. He shares his analogies for the market, his intense research process, and a few ideas he liked at the time.
HealthcareCareer advice -
p. 1 ↗
Robert Robotti
Robotti & Company
'Small caps, big winners.' Bob started in public accounting and at Gabelli, and has run his firm's money for almost 30 years with a research-heavy focus on small and mid caps.
Small capsDeep value -
p. 2 ↗
Artie Williams, Jennifer Wallace & Judd Kahn
Summit Street Capital Management
A disciplined long-only fund that starts from a consistent process built on valuation and business-quality measures.
Quality compoundersPortfolio construction
Student pitches
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p. 32 ↗
Long Blount International
By Todd Brunner
A sparsely followed $1 billion maker of chainsaw parts with 60% to 70% of its global niche.
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p. 34 ↗
Long Williams Companies
By TJ Carter
An integrated natural gas company, cheap with a catalyst, pitched with 35% to 60% upside.
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p. 36 ↗
Long OPAP
By Eric Hagemann
Greece's exclusive operator of sports betting and numbers games: an exceptional business that happens to be in Greece.
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p. 38 ↗
Short Iridium Communications
By Patrick Sullivan
A structural short: Iridium planned to spend about $3 billion on its next-generation satellites.