Author Topic: Spring 2014 Issue of Graham & Doddsville  (Read 6255 times)

hellsten

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Spring 2014 Issue of Graham & Doddsville
« on: May 06, 2014, 02:29:37 AM »
http://www.grahamanddoddsville.net/?p=1683

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The students of Columbia Business School just released the Spring 2014 Issue of Graham & Doddsville.

The new issue features Arnold Van Den Berg and Jim Brilliant of Century Management, Philippe Jabre of Jabre Capital, Eric Rosenfeld of Crescendo Partners, and CBS Alum H. Kevin Byun of Denali Investors. This issue also covers the 17th Annual CSIMA Conference and includes ideas from the 2014 Pershing Square Challenge.


phil_Buffett

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #1 on: May 06, 2014, 03:04:44 AM »
http://www.grahamanddoddsville.net/?p=1683

Quote
The students of Columbia Business School just released the Spring 2014 Issue of Graham & Doddsville.

The new issue features Arnold Van Den Berg and Jim Brilliant of Century Management, Philippe Jabre of Jabre Capital, Eric Rosenfeld of Crescendo Partners, and CBS Alum H. Kevin Byun of Denali Investors. This issue also covers the 17th Annual CSIMA Conference and includes ideas from the 2014 Pershing Square Challenge.

thanks hellsten  :)

mhdousa

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #2 on: May 07, 2014, 04:51:27 PM »
Curious if anyone knows anything more about Kevin Byun of Denali Investors, who is interviewed in this issue.

bantrader

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #3 on: September 17, 2014, 06:34:53 AM »
Im also curious to know more about "Denali Investors" or any other hedge fund focused in "Special Situations",

Thanks

randomep

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #4 on: September 17, 2014, 03:22:54 PM »
Im also curious to know more about "Denali Investors" or any other hedge fund focused in "Special Situations",

Thanks

ya I just read the 3-4 pages on him and I can easily tell that he really has a different view of how to invest from most other managers.... I am going to read his investor letters which I think are online.....



randomep

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #7 on: September 18, 2014, 08:46:02 AM »

Anyway know Denali's AUM?

peter1234

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Re: Spring 2014 Issue of Graham & Doddsville
« Reply #8 on: September 18, 2014, 09:44:02 AM »

Anyway know Denali's AUM?

Less than 100M since they do not seem to file?
 ???