Course Work

Value Based Research




Welcome to the CAP@Columbia Web site.

This Website presents material from the Security Analysis and Value Investing Courses at The Graduate School of Business, Columbia University, New York City, taught by Adjunct Professor Paul Johnson.



Competitive Advantage Period - CAP


In addition to his role at Columbia, Paul Johnson co-authored "The Gorilla Game: Picking Winners in High Technology," with Geoffrey A. Moore and Tom Kippola in 1998, and was a contributing annotator in 2012 to "The Most Important Thing Illuminated, by Howard Marks."

Paul is the founder and investment manager of Nicusa Capital, a private investment partnership, and a Senior Advisor to Bowen Advisors.






This page was last updated on 12/06/13.