Fall 2018
Graham & Doddsville, issue 34 · 33 pages
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Interviews
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Roger de Bree, Frank Hawrylak, Jay Hill, Tom Shrager, John Spears, Bob Wyckoff, Andrew Ewert & Amelia Koh
Tweedy, Browne Company
Six members of the investment committee of one of the firms in Buffett's 'Superinvestors of Graham-and-Doddsville' talk, plus two CBS alumni analysts. Ben Graham's legacy, investing abroad, and AutoZone, WPP and Baidu.
InternationalDeep value -
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Scott Miller
Greenhaven Road Capital
Scott ran businesses before starting Greenhaven Road in 2011. He talks about autonomous vehicles, sizing, and Etsy, TripAdvisor, Fiat Chrysler and Scheid Vineyards, a family wine company whose land is worth twice the share price.
Small capsSpecial situationsPortfolio construction -
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Steve Tusa
JP Morgan
The JP Morgan analyst who was the lone bear on GE from May 2016, before the stock fell more than 60%. He walks through his GE research, the Welch and Immelt years, and why patience matters.
Short sellingAccountingCareer advice
Student pitches
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Long JD.com
By Winter Li and Shengyang Shi
The team thought the selloff was an overreaction and valued JD.com with a sum of the parts.
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Long Qorvo
By Michael Wooten
A semiconductor company with a strong position in radio-frequency technology and its own operating tailwinds.