The Fall Issue (#22) of Graham and Doddsville is out and it’s a great read.
Wally Weitz on the Power of Good Management, Volatility, Liberty Media and John Malone, Valeant / Allergan.
Guy Gottfried on The Value of Capital Allocation, Management, Debt Re-Capitalizations as Catalysts, Concentrated Investing, Understanding the Difference b/t Conventional and Being Conservative, Holloway Lodging, Royal Host.
Development Capital Partners on The Changing Landscape in Africa, Stanbic IBTC, Choppies.
Two ideas featured from students Kevin Lin ’16 and Sisy Wnag’16: long Countrywide PLC (LON:CWD) and short B&M European Value Retail SA (LON:BME).