We’ve just been reading through the latest issue of the Graham & Doddsville newsletter featuring a great interview with Mark Cooper and Bruce Greenwald. Mark Cooper is a co-portfolio manager of the International Small Cap Value strategy at First Eagle Investment Management. He’s also one of Greenwald’s former students and current collaborators. During the interview Greenwald discusses the difficulty of identifying real compounding businesses today, … Read More
Bruce Greenwald: How To Significantly Improve Your Value Investing Strategy
Last year Bruce Greenwald did a great interview with Leslie Norton at Barron’s in which he discussed his ‘spin’ on value investing and how it can significantly improve your results. Here is an excerpt from that interview: Norton: Isn’t value investing about buying cheap stocks? Greenwald: There’s a Graham and Dodd overlay that goes by the name of value investing, … Read More
Bruce Greenwald – The Quintessential Starting Point For All Value Investors
One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as “a guru to Wall Street’s gurus,” Greenwald is an authority on … Read More
Bruce Greenwald: You Will Do Much Better Investing In Ugly Diseased Stocks Than Glamorous Stocks
One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as “a guru to Wall Street’s gurus,” Greenwald is an authority … Read More
Start with the balance sheet, and ignore DCF – Bruce Greenwald
(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate School of Business and Director of Research at First Eagle Funds. He’s also the author of the books Value Investing: from Graham to Buffett and Beyond and Competition Demystified: A Radically Simplified Approach to Business Strategy. He’s … Read More