Graham & Doddsville from Columbia Business School (Winter 2014)

The winter 2014 edition of Graham & Doddsville from Columbia has been released. It is chalked full of goodness including an interview with Jim Grant, founder of Grant’s Interest Rate Observer. 

Geoffrey Batt also talks about Iraq, Baghdad Soft Drinks, his convictions and taking advantage of historic equity re-ratings. Other interviewees included Lee Ainslie (No holds investing), Ken Shubin (A study in investing) and Justin Muzinich (Find good businesses).

I find this quote from Jim Grant to hit home.

“See the older gent walking down the street, the one not checking a mobile device? He has money, security, position. In short, he possesses everything you don’t have and desperately want. But do you know something? The elderly gent would give his money, security and position for your bounding energy, full head of hair and limitless prospects. You should enjoy them!”



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