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hael Porter has not done that. Of course, he may not have been trying to do so. Mother great example is Ben Graham. He provided the bedrock that Warren Buffett built his brain on. but if you really think about it, Buffett was and is a much better investor. And lastly. regarding Munger, in my opinion his
got extremely interested in investing. Before my first year core classes, I had never really known about accounting. I had barely even heard of Warren Buffett and so I came to the whole thing fresh. After Joel's class. I just began to consume everything I could. Was there a time in Security Analysis wh
age 4 +Columbia Business School The Heilbrunn Center for Graham & Dodd Investing GABELLI FUNDS SAVE THE DATE FORTHE 7th ANNUAL "From Graham to Buffett and Beyond" Dinner Friday,April 29, 2016 6 . to 9 . The Omaha Hilton 1001 Cass Street • Omaha, Nebraska Tickets will go on sale in March at
, but they are particularly important on the short side. After business school I went to work at Festina Lente for David Berkowitz, who had run Gotham Partners with Bill Ackman. It was a very concentrated long-only fund that had about six investments in total. They focused on very high quality, durable
ly 81% when including reinvested dividends. Investment Philosophy • Modeled after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if
ing "Alpha" and not simply "Beta" ADW Capital Partners, L.P. 5 EFTA00620152 Investment Philosophy — "Best Offense is Superb Defense" • Part of Warren Buffett's investing credo involves a specific set of rules: Rule #1: "Don't lose money" Rule #2: "Don't lose money" Rule #3: "Refer to rules #1 and #2 • A
ed after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if one were buying the entire company while thinking about "long term franchise value
ly 81% when including reinvested dividends. Investment Philosophy • Modeled after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if
ing "Alpha" and not simply "Beta" ADW Capital Partners, L.P. 5 EFTA00287315 Investment Philosophy — "Best Offense is Superb Defense" • Part of Warren Buffett's investing credo involves a specific set of rules: Rule #1: "Don't lose money" Rule #2: "Don't lose money" Rule #3: "Refer to rules #1 and #2 • A
ed after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if one were buying the entire company while thinking about "long term franchise value
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ORGANIZATIONColumbia Business School's
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