Value Investing with Legends

By Columbia Business School

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Category: Investing

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Episodes: 56

Description

Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Value investors’ success over the second half of the twentieth century proved not only the validity of the value approach, but its preeminence over even the most widely taught and practiced modern investment theory, which was developed in the 1950s and ’60s and remains dominant even today. Our mission today is to promote the study and practice of Graham & Dodd’s original investing principles and to improve investing with world-class education, research, and practitioner-academic dialogue. In this podcast you will hear from some of the world’s greatest investors, their views on the investment management industry, how they developed their investment process and how they see the field changing over time.

Episode Date
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Dec 29, 2023
John Armitage - Navigating Macroeconomic Shifts
Dec 15, 2023
Nicolai Tangen - Decision-Making and Intuition in Investing
Nov 24, 2023
John Rogers - The Power of Patience
Nov 10, 2023
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Oct 27, 2023
Ray Dalio - Risk, Return, and Asset Allocation
Oct 13, 2023
Fireside Chat with Tom Gayner, Markel Corporation
Mar 31, 2023
Scott Hendrickson - An Unmasking of Quality
Mar 17, 2023
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
Mar 03, 2023
Angela Aldrich - Developing A Differentiated View
Feb 17, 2023
Charley Ellis - The Evolution of the Asset Management Industry
Feb 03, 2023
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Jan 20, 2023
Mitch Julis - Finding the Opportunity in Complexity
Jan 06, 2023
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Dec 16, 2022
Amy Zhang - Identifying Exceptional Potential
Jul 01, 2022
Ashvin Chhabra - The Aspirational Investor
Jun 17, 2022
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
Jun 03, 2022
Allison Fisch - Unlocking Value in Emerging Markets
May 20, 2022
Munib Islam - Creating Long-Term Value
Dec 03, 2021
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Nov 12, 2021
Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
Oct 29, 2021
5x5x5 Russo Student Investment Fund: Class of 2021
Oct 15, 2021
Chris Davis - A Multifaceted Perspective on Financial Services
Oct 01, 2021
The Art of Fund Management with Chase Sheridan & Will Pan
Sep 17, 2021
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Apr 09, 2021
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
Mar 26, 2021
Elizabeth Lilly - Embodying the Principles of Value Investing
Mar 12, 2021
Anna Nikolayevsky - The Value of Independent Thought
Feb 26, 2021
David Marcus - Developing a 3D Perspective of Investing
Feb 12, 2021
Samantha Greenberg - Recognizing True Asymmetry
Jan 29, 2021
Mohnish Pabrai - The Value of Continuous Learning
Jan 15, 2021
Jan Hummel - The Rare Advantage of Real-World Experience
Dec 04, 2020
Howard Marks - Successful Investing Through Buying Things Well
Nov 20, 2020
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Oct 16, 2020
Rishi Renjen - Evolving Your Investment Process
Oct 02, 2020
Richard Lawrence - Investing in Superior Businesses
Sep 18, 2020
Learning from Five Years of the 5x5x5 Russo Student Investment Fund
Sep 04, 2020
Kim Shannon - Value Investing - Bringing it All Together
May 22, 2020
Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
Apr 17, 2020
C.T. Fitzpatrick: Value Investing in Times of Deep Distress
Apr 03, 2020
Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
Mar 23, 2020
Francisco García Paramés - Value Investing for the Long Term Guest
Mar 20, 2020
David Samra - Leveraging Fundamentals to Remain Relevant
Mar 06, 2020
Bruce Greenwald - Staying on the Right Side of the Trade
Dec 20, 2019
Matthew McLennan - The Power of Selectivity and Patience
Nov 29, 2019
Joel Greenblatt - Investing Off the Beaten Path
Nov 15, 2019
Leon Cooperman - Looking For More For Less
Nov 01, 2019
Ross Glotzbach - The Power and Strength of Experience
Oct 18, 2019
Jenny Wallace - Identifying Value at the Summit
Oct 04, 2019
Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
Jul 26, 2019
Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
Jul 12, 2019
Christopher Davis - Investing with Curiosity
Jun 28, 2019
David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing
Jun 14, 2019
Michael Mauboussin - Overcoming Biases for Effective Decision-Making
May 31, 2019
Tom Russo - The All-Important Power of Consumer Brands
May 17, 2019
Mario Gabelli - Welcome to Value Investing with Legends!
Apr 16, 2019