Graham & Doddsville Spring 2019 Newsletter

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We’ve just been reading through the latest Graham & Doddsville Spring 2019 Newsletter which features interviews with: Yen Liow, Founder and Managing Partner of Aravt Capital The first interview is with Yen Liow, founder and managing partner of Aravt Capital. Yen discussed the value of having worked under a couple of investment legends, the importance he places on systems design, … Read More

Graham & Doddsville Newsletter – Winter 2019

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We’ve just finished reading the latest Graham & Doddsville newsletter. The first interview is with the Dean of Columbia University, Glenn Hubbard and Nobel Laureate, Joseph Stiglitz. In the interview, the two discuss index funds and the future of asset management, Jerome Powell’s job thus far as Fed Chairman, areas of risk and fragility in the economy, and the possibility of secular stagnation in the … Read More

Graham & Doddsville Fall Newsletter 2018

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The Graham & Doddsville Fall Newsletter has recently been released featuring interviews with the team at Tweedy Browne Company, Scott Miller at Greenhaven Road Capital, and JP Morgan’s Steve Tusa. Of particular interest to value investors is the interview with the folks at Tweedy Browne who discuss how Ben Graham’s investing philosophy remains beneficial today, together with their valuation process … Read More