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I had the pleasure of speaking to and learning from the students at Columbia Business School. We discussed the transition from deep value, Graham-style investing to a more modern approach to value investing, how to value fast-growing companies, and more.
Special thanks to my friend Dickson Pau ( / dicksonpau ) for inviting me to speak.
Heller House partners with the world's best teams, products and services. We seek consumer and enterprise franchises in large, growing markets.
For more about us, please visit https://www.hellerhs.com/…...more
Columbia Business School talk and Q&A on Nov 19, 2020
66Likes
3,427Views
2020Nov 22
I had the pleasure of speaking to and learning from the students at Columbia Business School. We discussed the transition from deep value, Graham-style investing to a more modern approach to value investing, how to value fast-growing companies, and more.
Special thanks to my friend Dickson Pau ( / dicksonpau ) for inviting me to speak.
Heller House partners with the world's best teams, products and services. We seek consumer and enterprise franchises in large, growing markets.
For more about us, please visit https://www.hellerhs.com/…...more