Author Topic: Columbia Business School newsletter (Spring 2010) - Graham and Doddsville, Issue  (Read 2274 times)

roundball100

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This issue includes an interview with Glenn Greenberg (Brave Warrior Capital) that  I found interesting.   

http://grahamanddoddsville.net/wordpress/Files/GrahamAndDoddsvilleNewsletter/Graham%20and%20Doddsville%20-%20Issue%209%20-%20Spring%202010.pdf



educatedidiot

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Glenn's (Brave Warrior) Q3 13-F just came out.  It seems like he might've been raising cash as there was a lot more selling than buying.  Sold out of ServiceMaster and sold decent chunks of Sensata, Brookfield, and Quintiles IMS.  He added a fair number of shares of Alliance Data, which was already one of his largest positions:
http://www.rocketfinancial.com/Holdings.aspx?id=232548&fC=1

educatedidiot

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Glenn Greenberg's Q4 13-F is out now.  He bought Alphabet and Express Scripts and sold out of Axalta Coating Systems.
http://www.rocketfinancial.com/Holdings.aspx?id=232548&fC=1