Ezra's Notes Updated November 11, 2026
The G&D Index

By Ezra Crangle

Investors

Everyone Graham & Doddsville has interviewed, sorted by last name.

InvestorFirmInterviews
Bill Ackman Pershing Square Capital Management 1Winter 2015
Lee Ainslie Maverick Capital 1Winter 2014
Chuck Akre Akre Capital Management 1Summer 2007
Preston Athey T. Rowe Price 1Spring 2013
Daniel Bakalarz Unison Asset Management 1Spring 2023
Gavin Baker Atreides Management 1Fall 2021
Brian Bares Bares Capital Management 1Spring 2021
David Baron Baron Capital 1Fall 2024
Chuck Bath Diamond Hill Capital Management 1Spring 2023
Geoffrey Batt Euphrates Iraq Fund 1Winter 2014
Christopher Begg East Coast Investment Management 1Spring 2017
Benjamin Beneche Tourbillon Investment Partnership 1Spring 2025
Arnold Van Den Berg Century Management 1Spring 2014
Bruce Berkowitz Fairholme Capital Management 1Winter 2009
Hendrik Bessembinder Arizona State University 1Fall 2025
Dana Bezerra Heron Foundation 1Winter 2020
Rupal Bhansali Ariel Investments 1Winter 2017
Preeti Bhattacharji Heron Foundation 1Winter 2020
Michael Blitzer Kingstown Capital Management 1Winter 2017
Christopher Bloomstran Semper Augustus 1Fall 2022
Ed Bosek BeaconLight Capital 1Fall 2015
Roger de Bree Tweedy, Browne Company 1Fall 2018
Freddy Brick Muddy Waters 1Spring 2024
Jim Brilliant Century Management 1Spring 2014
Kimball Brooker First Eagle Investment Management 1Spring 2015
William Browne Tweedy, Browne Company 1Winter 2010
Andrew Burns Global Endowment Management 1Fall 2015
H. Kevin Byun 1Spring 2014
Alex Captain Cat Rock Capital Management 1Spring 2020
Ellen Carr Weaver C. Barksdale & Associates 1Fall 2019
Jim Chanos Kynikos Associates 1Spring 2012
Mark Cohen Stone House Partners 1Spring 2022
Marc Cohodes Rocker Partners / Copper River (former) 1Spring 2016
Mark Cooper First Eagle Investment Management 1Spring 2018
Leon Cooperman Omega Advisors 2Winter 2018, Fall 2011
Damian Creber Aryeh Capital 1Fall 2017
Tony DeSpirito BlackRock (retired) 1Spring 2026
Tom Digenan UBS 1Spring 2018
Ric Dillon VELA Investment Management 1Fall 2023
Charlie Dreifus Royce & Associates 1Fall 2012
Kevin Dreyer Gabelli 1Fall 2009
Craig Effron Scoggin Capital Management 1Winter 2016
Jean-Marie Eveillard First Eagle Investment Management 1Winter 2007/2008
Andrew Ewert Tweedy, Browne Company 1Fall 2018
Roger Fan RF Capital Management 1Spring 2025
Steve Feilmeier Koch Industries 1Fall 2013
James Ferguson Global Endowment Management 1Fall 2015
Damon Ficklin Polen Capital 1Winter 2019
Seth Fischer Oasis Capital Management 1Winter 2018
C.T. Fitzpatrick Vulcan Value Partners 1Winter 2018
Kevin Fogarty Value Creators 1Fall 2023
Jared Friedberg Mercator 1Winter 2017
Jon Friedland Amici Capital 1Winter 2013
Alex Furmanski Unison Asset Management 1Spring 2023
Mario Gabelli GAMCO Investors 1Fall 2011
Whitney George Royce & Associates 1Fall 2012
Dov Gertzulin DG Capital 1Winter 2019
Russell Glass RDG Capital 1Winter 2013
Guy Gottfried Rational Investment Group 1Fall 2014
Jeff Gramm Bandera Partners 1Winter 2016
Jim Grant Grant's Interest Rate Observer 1Winter 2014
Joel Greenblatt Gotham Capital 1Fall 2012
Bruce Greenwald Columbia Business School 2Spring 2018, Winter 2009
Varun Gupta Diamond Hill Capital Management 1Spring 2023
Connor Haley Alta Fox Capital Management 1Fall 2022
John Hallowell Mountaineer Partners Management 1Spring 2020
John Harris Ruane, Cunniff & Goldfarb 1Winter 2018
Timothy Hartch Brown Brothers Harriman 1Summer 2009
Mason Hawkins Southeastern Asset Management 1Winter 2010
Austin Hawley Diamond Hill Capital Management 1Spring 2023
Frank Hawrylak Tweedy, Browne Company 1Fall 2018
Rolf Heitmeyer Breithorn Capital Management 1Spring 2015
John Hempton Bronte Capital 1Spring 2019
Alec Henry Eagle Capital Management 1Spring 2026
Brian Hilderbrand VELA Investment Management 1Fall 2023
John Hill Central Securities 1Winter 2021
Jay Hill Tweedy, Browne Company 1Fall 2018
Jenny Hubbard VELA Investment Management 1Fall 2023
Glenn Hubbard Columbia Business School 1Winter 2019
John Huber Saber Capital Management 1Winter 2021
Michael Hutchens Brandes Investment Partners 1Fall 2025
Edgar Wachenheim III Greenhaven Associates 1Spring 2026
Paul Isaac Arbiter Partners 1Spring 2013
Philippe Jabre Jabre Capital Partners 1Spring 2014
Paul Johnson Nicusa Investment Advisors 1Fall 2017
Judd Kahn Summit Street Capital Management 1Winter 2011
Nick Kapur Tenzing MEMO 1Spring 2026
Michael Karsch Karsch Capital Management 1Winter 2012
Dan Kaskawits Lyrical Asset Management 1Fall 2020
Paul B. Kazarian Japonica Partners 1Winter 2020
Michael Keller Brown Brothers Harriman 1Summer 2009
Ray Kennedy Hotchkis & Wiley 1Fall 2020
Brad Kent Stadium Capital Management 1Fall 2016
Sarah Ketterer Causeway Capital Management 1Fall 2020
Wilmot Kidd Central Securities 1Winter 2021
Amelia Koh Tweedy, Browne Company 1Fall 2018
Beeneet Kothari Tekne Capital Management 1Spring 2025
A. Rama Krishna ARGA Investment Management 1Spring 2017
Dan Krueger Owl Creek Asset Management 1Winter 2013
Mark Lee Mountaineer Partners Management 1Spring 2020
Christopher Lin Fidelity 1Spring 2022
Yen Liow Aravt Global 1Spring 2019
Fred Liu Hayden Capital 1Spring 2022
Li Lu Himalaya Capital 1Spring 2013
Robert Luciano VGI Partners 1Spring 2012
Alex Magaro Meritage Group 1Spring 2016
Steve Major Corsair Capital Management 1Winter 2015
Howard Marks Oaktree Capital Management 2Fall 2017, Fall 2009
Michael Marone Crescent Rock Capital 1Fall 2023
Frank Martin Martin Capital Management 1Winter 2013
William C. Martin Raging Capital Management 1Winter 2012
Michael Mauboussin BlueMountain Capital Management, Legg Mason 2Spring 2018, Winter 2009
Jillian McIntyre 221B Capital Partners 1Fall 2025
Matthew McLennan First Eagle Investment Management 1Spring 2015
Adrian Meli Eagle Capital Management 1Spring 2026
Scott Miller Greenhaven Road Capital 1Fall 2018
Elie Mishaan Bryant Street Capital Management 1Fall 2024
Paul Moroz Mawer Investment Management 1Fall 2019
Amelia Morris Brandes Investment Partners 1Fall 2025
Steve Moyer 1Summer 2009
Shayan Mozaffar 10x10y 1Spring 2024
William von Mueffling Cantillon Capital Management 1Winter 2012
Jeff Mueller Polen Capital 1Winter 2019
John Mullins Lyrical Asset Management 1Fall 2020
Justin Muzinich Muzinich & Co. 1Winter 2014
Ramesh Narayanaswamy Tourbillon Investment Partnership 1Spring 2025
Neal Nathani Totem Point Management 1Fall 2016
Yaron Naymark 1 Main Capital 1Fall 2023
Kevin Nichols Value Creators 1Fall 2023
Rudi van Niekerk Desert Lion Capital 1Fall 2021
Bill Nygren Harris Associates (Oakmark) 1Fall 2020
Jeff O'Donohue Starfort Capital Management 1Spring 2026
Jennifer Oppold Alpine Peaks Capital 1Spring 2024
Scott Ostfeld JANA Partners 1Winter 2013
Mohnish Pabrai Pabrai Funds 2Fall 2019, Summer/Fall 2008
Shane Parrish Farnam Street 1Winter 2016
Adam Patinkin David Capital Partners 1Spring 2024
Matthew Peterson Peterson Capital Management 1Fall 2019
Jay Petschek Corsair Capital Management 1Winter 2015
John Phelan MSD Capital 1Spring 2016
David Poppe Giverny Capital Asset Management, Ruane, Cunniff & Goldfarb 2Fall 2025, Winter 2018
Nisha Prasad Heron Foundation 1Winter 2020
Ben Preston Orbis 1Fall 2021
Richard Pzena Pzena Investment Management 1Winter 2006
Raphael Rabin-Havt Stone House Partners 1Spring 2022
Eli Rabinowich 1Fall 2011
Dan Rasmussen Verdad Advisers 1Spring 2021
Rishi Renjen ROAM Global Management 1Spring 2018
Josh Resnick Jericho Capital 1Spring 2015
Nadim Rizk PineStone Asset Management 1Fall 2024
Larry Robbins Glenview Institutional Partners 1Winter 2011
Dave Robertson Koch Industries 1Fall 2013
Julian Robertson Tiger Management 1Spring 2012
Robert Robotti Robotti & Company 1Winter 2011
Alex Roepers Atlantic Investment Management 1Spring 2012
John Rolfe Crescent Rock Capital 1Fall 2023
Steven Romick FPA 1Fall 2010
Joe Rosenberg Loews Corporation 1Fall 2012
Andrew Rosenblum Bonsai Partners 1Fall 2025
Eric Rosenfeld Crescendo Partners 1Spring 2014
Barry Rosenstein JANA Partners 1Winter 2013
Scott Rosenthal Hotchkis & Wiley Capital Management 1Spring 2025
Chuck Royce Royce & Associates 1Fall 2012
Jacob Rubin Philosophy Capital 1Fall 2022
Tom Russo Gardner Russo & Gardner 1Spring 2012
Tom Saberhagen Tenzing MEMO 1Spring 2026
Alex Sacerdote Whale Rock Capital 1Fall 2015
Kevin Salimian Voxel Capital Partners 1Spring 2026
Jon Salinas Plymouth Lane Capital 1Winter 2016
David Samra Artisan Partners 1Fall 2009
Danilo Santiago Rational Asset Management 1Fall 2010
Harvey Sawikin Firebird Management 1Spring 2015
Jim Scott General Motors Asset Management 1Summer 2009
Alex Seaver Stadium Capital Management 1Fall 2016
Guy Shanon Kingstown Capital Management 1Winter 2017
Tom Shrager Tweedy, Browne Company 2Fall 2018, Winter 2010
Jane Siebels Siebels Asset Management Research 1Fall 2015
Claudio Skilnik Rational Asset Management 1Fall 2010
Donald G. Smith Donald Smith & Co. 1Fall 2010
Noah Snyder Snöboll Capital 1Spring 2024
Paul Sonkin GAMCO Investors, Hummingbird Value Fund 2Fall 2017, Summer 2009
Clifford Sosin CAS Investment Partners 1Spring 2017
John Spears Tweedy, Browne Company 2Fall 2018, Winter 2010
Guy Spier Aquamarine Capital 1Fall 2013
Sean Stannard-Stockton Ensemble Capital 1Spring 2021
Ken Shubin Stein 1Winter 2014
William P. Stewart Stewart Asset Management 1Spring 2019
Joseph Stiglitz Columbia University 1Winter 2019
William Strong Equinox Partners 1Winter 2012
Charles Studness Studness Capital Management 1Winter 2017
Roy Studness Studness Capital Management 1Winter 2017
Matthew Sweeney Laughing Water Capital 1Spring 2023
Kevin Tanner SaratogaRIM 1Fall 2024
Paul Tierney Development Capital Partners 1Fall 2014
Jim Tisch Loews Corporation 1Fall 2012
Steve Tusa JP Morgan 1Fall 2018
Mark Unferth Alder Hill Management 1Spring 2015
Alessandro Valentini Causeway Capital Management 1Fall 2020
Jennifer Wallace Summit Street Capital Management 1Winter 2011
Chris Waller Plural Investing 1Fall 2024
Simeon Wallis ValorBridge Partners 1Winter 2017
Jeremy Weisstub Aryeh Capital 1Fall 2017
Wally Weitz Weitz Investment Management 1Fall 2014
Chris Weldon Stamina Capital 1Fall 2016
Andrew Wellington Lyrical Asset Management 1Winter 2015
Marty Whitman Third Avenue Management 1Fall 2011
Greg Williams Mountaineer Partners Management 1Spring 2020
Artie Williams Summit Street Capital Management 1Winter 2011
David Winters Wintergreen Advisors 1Summer 2007
Hugh Wrigley Global Endowment Management 1Fall 2015
Bob Wyckoff Tweedy, Browne Company 2Fall 2018, Winter 2010
Adam Wyden ADW Capital 1Spring 2016
Eric Yip Alder Hill Management 1Spring 2015
Arthur Young Tensile Capital Management 1Winter 2021
Buzz Zaino Royce & Associates 1Fall 2012
Sam Zell Equity Group Investments 1Winter 2012