Fall 2024
Graham & Doddsville, issue 50 · 72 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
-
p. 5 ↗
Nadim Rizk
PineStone Asset Management
Nadim grew up in Lebanon during the civil war. He explains how PineStone finds ideas and why it owns TSMC and Moody's.
Quality compoundersTechnologyFinancials -
p. 19 ↗
Kevin Tanner
SaratogaRIM
Kevin founded SaratogaRIM in 1995. He covers how he tests for a competitive advantage, valuation and sizing, and how he hires and trains analysts.
MoatsQuality compoundersBuilding a firmCareer advice -
p. 34 ↗
Chris Waller
Plural Investing
Chris on old-economy small caps, running a short book, and three ideas: TerraVest, Watches of Switzerland after Rolex bought Bucherer, and Seaport Entertainment.
Small capsInternationalShort selling -
p. 48 ↗
Elie Mishaan
Bryant Street Capital Management
Elie came out of Lehman's M&A program and Corsair, where he covered companies going through change. He walks through Installed Building Products and SPX.
Special situationsBuilding a firm -
p. 65 ↗
David Baron
Baron Capital
David co-runs Baron Capital and its Focused Growth Fund. He covers how the firm finds growth ideas, owning SpaceX while it's private, and Spotify.
Growth investingTechnology
Student pitches
-
p. 30 ↗
Long Valvoline
By Jared Duda, Joe Ferguson and Garrett Wallis
Management can now put all its attention on quick-lube stores, and the team sees plenty of room to open more.
-
p. 32 ↗
Long Blue Bird
By Erik Listoe, Daniel Sohn and Yifan Wang
A leading North American school bus maker riding a replacement cycle and the move to electric fleets.