Fall 2017
Graham & Doddsville, issue 31 · 37 pages
Page numbers are the ones your PDF viewer shows. Each one opens the PDF at that page; if your browser lands on page 1, scroll to the number. Open the full issue on Columbia's site ↗
Interviews
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p. 1 ↗
Howard Marks
Oaktree Capital Management
Howard on the rise of passive and quant strategies and what happens to price discovery and second-level thinking if they keep growing. He also talks about standing apart from the herd and investing in emerging markets.
Macro and marketsInternational -
p. 1 ↗
Paul Sonkin & Paul Johnson
GAMCO Investors, Nicusa Investment Advisors
The authors of Pitch the Perfect Investment on why pitching sits at the center of the investment process and the four questions every pitch has to answer.
Career advice -
p. 1 ↗
Jeremy Weisstub & Damian Creber
Aryeh Capital
The two founders of Aryeh in Toronto on investing through cycles, deciding when to dig deeper or move on, and why they dug deep into ServiceMaster.
Special situationsBuilding a firm
Student pitches
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p. 13 ↗
Long Spirit AeroSystems
By Madina Baikadamova, Sowan Cha, Jean Cui and Claudine Fernandez
Favorable industry dynamics and a reliable backlog, pitched with 31% upside.