Columbia Student Investment Management Association (CSIMA), one of the largest clubs at the birth place of value investing, @columbia_biz
New York, NY
Joined October 2013
- Tweets775
- Following183
- Followers1.4K
- Likes423
CSIMA CBS retweeted
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
CSIMA CBS retweeted
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!
CSIMA CBS retweeted
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/valuei…
CSIMA CBS retweeted
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.c…
CSIMA CBS retweeted
I have a short piece in the @financialtimes on value investing. "Why value investing still works in markets" ft.com/content/01ac1d52-6932… @Columbia_Biz
CSIMA CBS retweeted
If you want to sign up to get future reports, please go to the bottom of this link and go for it! morganstanley.com/im/en-us/f…
CSIMA CBS retweeted
I was kidding with the outstanding CSIMA MBA’s on Wednesday’s fireside chat about a G or Q-shaped but then proposed a Z. Think about it. A decade of almost no growth in real GDP/capita, followed by a deflationary Corona crash, then another flat decade at a lower level. @CSIMA_CBS
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
CSIMA CBS retweeted
I recently had a lot of fun doing a Zoom interview with the @CSIMA_CBS at Columbia Business School.
We discussed investing, Summer vs. Winter CEOs, “A Wizard of Earthsea,” lots more.
Here is the video for anyone who is interested.
youtube.com/watch?v=kFY30zE9…
CSIMA CBS retweeted
Important lesson from Spanish Flu explained by @Columbia_Biz Value Investing Prof, Tano Santos. US cities that imposed aggressive social distancing saw mortality rate ⬇️ but *not* future employment rate. The idea of an absolute tradeoff between the economy & saving lives is false
CSIMA CBS retweeted
Enjoyed this conversation with Tano Santos, faculty co-director and head of research of the Heilbrunn Center for Graham & Dodd Investing @Columbia_Biz. Also look forward to resuming my course (virtually) tonight after spring break! www8.gsb.columbia.edu/valuei…
CSIMA CBS retweeted
THREAD: In U.S. we face two alternative but hard outlooks with #COVID19: that we follow a path similar to South Korea or one closer to Italy. We probably lost chance to have an outcome like South Korea. We must do everything to avert the tragic suffering being borne by Italy 1/10
CSIMA CBS retweeted
The best stuff we read this week, curated by @asxbites and featuring:
Value Investing’s Time to Shine Again Is Approaching @business
Graham & Doddsville Newsletter – Winter 2020 @CSIMA_CBS
Finding Value With Markets At/Or Approaching All-Time Highs @BoyarValue
CSIMA CBS retweeted
What's the future of Value Investing? Join the conversation at tomorrow’s CSIMA Conference. I’ll be moderating the Best Ideas panel. Learn more at grahamanddodd.com
CSIMA CBS retweeted
Do you listed to our podcast Value Investing with Legends? Learn more at valueinvestingwithlegends.co…
CSIMA CBS retweeted
1/Tonight I start Security Analysis @Columbia_Biz. This is my 28th consecutive year teaching the course and I am as nervous as ever. Preparation always provides a wonderful opportunity to take stock of process. www8.gsb.columbia.edu/course…
CSIMA CBS retweeted
Kobe was a legend on the court and just getting started in what would have been just as meaningful a second act. To lose Gianna is even more heartbreaking to us as parents. Michelle and I send love and prayers to Vanessa and the entire Bryant family on an unthinkable day.
CSIMA CBS retweeted
We have friends in all places, including students at Columbia that are part of @CSIMA_CBS. Take a look at their conference coming up on Feb. 7, 2020: bit.ly/303YMZp
CSIMA CBS retweeted
Registration for the 2020 @CSIMA_CBS conference is officially open! Join us on Friday, February 7 in New York City for this daylong event co-hosted by the Heilbrunn Center for Graham and Dodd Investing. Featured speakers include our very own @mjmauboussin: bit.ly/303YMZp
CSIMA CBS retweeted
Really looking forward to sitting down with @lev_baruch at the CSIMA Conference on Feb 7th. @CSIMA_CBS heilbrunncenter.org/civicrm/…
We will discuss value investing, and in particular the ideas is his paper, "Explaining the Recent Failure of Value Investing." papers.ssrn.com/sol3/papers.…
