Like many others, I was first introduced to the world of spinoff investing by reading Joel Greenblatt’s You Can Be A Stock Market Genius. Horrible title (and cover), but great book. In a sense, you might even say that he is the grandfather of this site. Naturally, I am always interested in hearing what he has to say about investing and luckily his students at Columbia Business School were able to sit him down for an interview in the Fall 2012 issue of Graham and Doddsville.
In the interview, he discusses his background, motivations for writing the book, his latest thinking on investing and much more. Don’t worry though…even though he admits spinoffs are more followed today, he believes that the ‘opportunities are still there.’ Phew.
The issue also features worthwhile interviews with the CEO and Chief Investment Strategist at Loews Corp and several portfolio managers from Royce & Associates. Enjoy.