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FALL 2021 Doddsville

FALL 2021 Gavin Baker, Atreides Management P. 4 CBS Students Investment Ideas P. 16 Rudi van Niekerk, Desert Lion Capital P. 20 Ben Preston, Orbis P. 34 F. Kirk Mahoney, MBA 2022 Tom Moore, MBA 2022 Franklin Shieh, MBA 2022 Ian Gorman, MBA 2023 Austin Moldow, MBA 2023 Jake Wheelock, MBA 2023 Doddsville Page 2 Welcome to Graham & Doddsville Meredith Trivedi, Man-aging Director of the Heil-brunn Center. Meredith leads the Center, cultivat-ing strong relationships with some of the world s most experienced value investors and creating numerous learning oppor-tunities for students inter-ested in value investing. Professor Tano Santos, the Faculty Director of the Heilbrunn Center. The Center sponsors the Value Investing Program, a rig-orous academic curricu-lum for particularly com-mitted students that is taught by some of the industry s best practition-ers.

insights not only to us, but to the whole in-vesting community. G&Dsville Editors We are pleased to bring you the 43rd edition of ... Oaktree Capital and Tano Santos, David L. and Elsie M. Dodd Professor of Finance and the faculty Director of the Heilbrunn Center for Graham

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