Winter 2016
Graham & Doddsville, issue 26 · 53 pages
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Interviews
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p. 1 ↗
Craig Effron
Scoggin Capital Management
Craig moved from commodities to stocks. He talks about managing risk, creative ways to express a thesis with limited downside, event-driven case studies, and the distressed credit he saw in Puerto Rico and energy.
Special situationsDistressedCredit -
p. 1 ↗
Jeff Gramm
Bandera Partners
Jeff talks about his book Dear Chairman, on boardroom fights and the rise of shareholder activism, and two current ideas: Famous Dave's and Star Gas Partners.
ActivismSmall caps -
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Shane Parrish
Farnam Street
The founder of the Farnam Street blog on becoming a better learner the way Buffett and Munger did, and how that makes a better investor.
Career advice -
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Jon Salinas
Plymouth Lane Capital
Jon on the mentors and approaches that led him to start Plymouth Lane, and two ideas: DHX Media and Sequential Brands.
Small capsBuilding a firm
Student pitches
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p. 47 ↗
Short Dexcom
By Marc Grow, Benjamin Ostrow and Evan Zehnal
A Wall Street favorite whose competitive dynamics the team says are misunderstood, as the market moves to integrated devices and longer-life sensors.
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p. 49 ↗
Short Quest Diagnostics
By Nielsen Fields, Joanna Vu and Adam Xiao
A short on the independent lab-testing market, which the team saw under lasting pressure.
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p. 51 ↗
Long XPO Logistics
By Justin Hong, Zachary Rieger and Cristóbal Silva
A bet on CEO Brad Jacobs and a performance-driven culture, with a target more than double the price.