Graham & Doddsville Winter 2015: Ackman Corsair, Lyrical, More

The students of Columbia Business School just released the Winter 2015 Issue of Graham & Doddsville.

The new issue features Bill Ackman of Pershing Square Capital Management, Jay Petschek and Steve Major (’94) of Corsair Capital Management and Andrew Wellington of Lyrical Asset Management. Additionally, you will find pictures from the 2014 Graham & Dodd Breakfast and seven investment ideas from Columbia Business School students.

Excerpt followed by full letter below – Graham & Doddsville 2015

Bill Ackman is the CEO and Portfolio Manager of Pershing Square Capital Management L.P., a concentrated research-intensive fundamental value investor with approximately $19 billion in assets under management. Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management, an investment fund that managed public and private equity hedge fund portfolios. Mr. Ackman began his career in real estate investment banking at Ackman Brothers & Singer. Mr. Ackman received an MBA from…

Themes for the next decade: Cannabis, 5G, and EVs

CannabisA lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue to impact investing decisions. At the recent Morningstar conference, several panelists joined a discussion about several major themes for the next decade, including cannabis, 5G and Read More