David Dodd, every mention
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tap a year for its mentions
every year anyone Ted Seides 11Seth Klarman 8Tom Russo 2Lauren Taylor Wolfe 1Howard Marks 1Charlie Ellis 1Barry Sternlicht 1Andrew Milgram 1Adam Fisher 1
Verbatim, from the transcripts: the passages where David Dodd comes up
Howard Marks – Navigating Private Credit (EP.439)
- ▶ 24:00 Howard Marks Graham and Dodd said that fixed income is a negative art.
WTT: The Real Yale Model
- ▶ 14:20 Ted Seides Seth, whose only two jobs have been at Yale and MIT, commemorated 10 years and 15 years at MIT, and recently wrote an introduction to a chapter in the seventh edition of Graham and Dodd's Security Analysis.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 4:39 Ted Seides Seth authored the very out of print margin of safety and edited the recently released seventh edition of Graham and Dodd's value investing classic security analysis.
- ▶ 21:50 Seth Klarman The key definition for value investing comes from Graham and Dodd, and the idea of it is that because markets are inefficient, prices deviate from value, and that deviation, sometimes they fall below underlying value, and that makes them a… 5 times in the scene
- ▶ 27:27 Ted Seides And I'd love to hear a bit about from those early lessons of Graham and Dodd, how you've thought about adapting the way you apply valuation to businesses and assets. 6 times in the scene
- ▶ 35:06 Seth Klarman Graham and Dodd didn't write about private assets. 2 times in the scene
- ▶ 1:16:49 Ted Seides So the impetus for your doing this was your editing of the seventh edition of Graham and Dodd Security Analysis. 3 times in the scene
- ▶ 1:22:37 Seth Klarman I would talk much more about private investments and the applicability of Graham and Dodd principles to private investments.
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 46:48 Andrew Milgram So the Torah of value investing is a Graham and Dodd security analysis.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 40:26 Barry Sternlicht Fundamentally, if you're like me, and you're sort of a Graham Dodd value investor in assets, in real estate in particular, it's difficult when you can't see supply, and you can't see demand.
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
- ▶ 53:40 Charlie Ellis Ben Graham, David Dodd, those two guys put together in security analysis what has got to be one of the most thorough examinations, and it creates a body of knowledge and an understanding that is,
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 36:48 Adam Fisher Business school, one-on-one Graham Dodd value style investing.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 7:54 Lauren Taylor Wolfe Grandma Dodd read the classics, and then we did this one deal at the family office called Turbo Chef Oven, and that's what really, where I sort of got excited about activism, and Turbo Chef Oven, when we invested in the company around…