Fall 2012
Graham & Doddsville, issue 16 · 32 pages
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Interviews
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Joel Greenblatt
Gotham Capital
Joel on moving from special situations to a formula-based approach, why the market's focus on short-term results creates the biggest inefficiencies, and why he still thought stocks were cheap.
QuantitativeSpecial situationsCareer advice -
p. 1 ↗
Jim Tisch & Joe Rosenberg
Loews Corporation
'Patience is part of our DNA.' Jim Tisch on permanent capital and the dangers of buying companies; Joe Rosenberg, 50 years on Wall Street, on meeting Larry Tisch and joining Loews in 1973.
Judging managementPrivate equity -
p. 1 ↗
Chuck Royce, Whitney George, Charlie Dreifus & Buzz Zaino
Royce & Associates
Four small-cap veterans compare their styles, from meeting management to clean balance sheets, and talk about how small-cap investing has changed.
Small caps