Graham & Doddsville: Winter 2018 Issue

The latest edition of the Graham & Doddsville newsletter is out. The publication is put together by the students of Columbia Business School (CBS). You can download and read a copy here.

The Winter 2018 issue includes interviews with Leon Cooperman (Omega Advisors), David Poppe and John Harris (Ruane, Cunniff & Goldfarb), C.T. Fitzpatrick (Vulcan Value Partners) and Seth Fischer (Oasis Management Company). It also features stock pitches from current CBS students.

The Seth Fischer interview is from pages 35-43. He discusses his early career, his firm’s investment style and activism in Japan (including a detailed discussion of their PanaHome campaign).