Investing by the Books: #6 Jeff Gramm: Boardroom Battles & Shareholder Activism

Investing By The Books

2021-10-05

15:44

Jeff Gramm is a hedge fund manager and the author of "Dear Chairman". In a fun and multifaceted conversation, we discuss the crucial but sometimes overlooked topic of corporate governance. We also talk about small cap growth investing, biases, and Jeff's investment strategy.

Eddie Palmgren

Niklas Sävås

Episode Notes

Books Mentioned

Dear Chairman – Jeff Gramm (2016)
The Go-Go Years – John Brooks (1984)
My Years with General Motors – Alfred P. Sloan (1963)
On a Clear Day You Can See General Motors – Patrick J. Wright (1979)
The Snowball – Alice Schroeder (2008)
Quality Shareholders – Lawrence A. Cunningham (2020)
You Can be a Stock Market Genius – Joel Greenblatt (1997)
Warren Buffett’s Ground Rules – Jeremy Miller (2016)
Empire of Pain – Patrick Radden Keefe (2021)
Bad Blood – John Carreyrou (2018)
Richer, Wiser, Happier – William Green (2021)

Companies Mentioned

Berkshire Hathaway
Electronic Data Systems (EDS)
General Motors
Enron
Sears
BKF Capital
Calloway’s Nursery
Jewett-Cameron Trading
Danaher
Popeyes
The Joint Corp.

Podcasts Mentioned

Bad Blood: The Final Chapter

More on Jeff Gramm

Jeff’s twitter: https://twitter.com/jeff_gramm

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance

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