The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com for highlighting the newsletter, which can be downloaded via this link.) In the wide-ranging interviews, Cooperman, Gabelli, and Whitman talk extensively about their own career [...]
Read more
Tag Archives: David Dodd
Whitman Finding Bargains through Graham & Dodd, with a Twist
March 31, 2009
1 Comment
The Financial Post of Canada takes an interesting look today at the Benjamin-Graham-esque approach that longtime market-beater Marty Whitman uses to pick value stocks. According to The Post’s Levi Folk, Whitman’s strategy is based on the “net-net” approach that Graham and David Dodd laid out in their 1934 classic Security Analysis. (Net-nets are firms whose [...]
Read more
