CSIMA CBS
@CSIMA_CBS
Columbia Student Investment Management Association (CSIMA), one of the largest clubs at the birth place of value investing, @columbia_biz
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20/ Know enough to know that you really don't know much and come to #CSIMA2020 Conference with an open mind to learn! bit.ly/303YMZp
Thank you, Cliff. Your talk today was fabulous - loved everything about it! @CenterDodd @Columbia_Biz
I spoke today at the Columbia Student Investment Management conference. This was just a great speaker gift! Highly recommended. @mjmauboussin
We are excited to announce a partnership with @macabacus. Macabacus is an add-in for Excel, Powerpoint, and Word to assist with financial modelling and presentations. Thank you from all our members!
We also interviewed Mr. Kidd for the G&D Newsletter back in January! You can find the interview here: www8.gsb.columbia.edu/valueinvesting…
my latest: If you invested $10,000 in Central Securities in March 1974, when Wilmot Kidd took over, you'd have had $6.4 million by the end of this October. He’s a model for how to think about, and practice, intelligent investing. createsend.com/t/d-21625298B6…
We're looking to hire a FinTwit native to join our team at Tegus as our first marketing hire. Are you (or someone you know) passionate about investing? Interested in building a brand focused on deep trust with this community? Our DMs are open!
Are business schools faster or slower than buyside shops at evolving?
I talked with the Columbia Business School students for the latest edition of Graham and Doddsville Newsletter. We discussed Saber's investment approach as well as our investment in $ETSY. Thanks to CBS for having me! Enjoyed the conversation. www8.gsb.columbia.edu/valueinvesting…
@CSIMA_CBS Conference: "Daniel Kahneman said that investors are really in the 'decision manufacturing business' and they ought to really break down every part of their decision making process and really optimize it. Over enough time, the signal should speak through the noise"
A half dozen years ago I gave a talk called "Animating Mr. Market" at the @CSIMA_CBS conference @Columbia_Biz, which is going on now (I just had a fun fireside chat with @B3_MillerValue). Some of the ideas might be useful in thinking through markets today: research-doc.credit-suisse.com/docView?langua…
We see the HP12C!
Cockpit checklist complete. Year 29 of Security Analysis @Columbia_Biz ready for takeoff. Excited and nervous as always.
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