Winter 2013
Graham & Doddsville, issue 17 · 56 pages
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Interviews
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p. 1 ↗
Barry Rosenstein & Scott Ostfeld
JANA Partners
How JANA engages management constructively in activist campaigns, and how their entrepreneurial backgrounds shape the way they look at companies.
Activism -
p. 1 ↗
Dan Krueger
Owl Creek Asset Management
Why distressed debt is Dan's favorite place to hunt, and how the math of averaging down can create very good risk-return setups.
DistressedCredit -
p. 1 ↗
Frank Martin
Martin Capital Management
Frank picks stocks bottom-up but spends a lot of time on the macro picture. He explains his conservative positioning and the behavioral traps he works to avoid.
Macro and marketsPortfolio construction -
p. 1 ↗
Russell Glass
RDG Capital
An activist who pushes undervalued companies to sell themselves, and why piles of cash at private equity firms and corporations pointed to more M&A.
Activism -
p. 1 ↗
Jon Friedland
Amici Capital
What makes a 'battleship' company, and why Jon looked for them in emerging markets.
Quality compoundersInternational