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David Dodd, every mention

2 scenes (2021) · ← back to David Dodd

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every year 2021 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

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Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216) Oct 4, 2021 · 1 mention

  • ▶ 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) May 31, 2021 · 1 mention

  • ▶ 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,
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