Value Investing with Legends
Un pódcast de Columbia Business School - Viernes
70 Episodo
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Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Publicado: 21/11/2025 -
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
Publicado: 7/11/2025 -
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Publicado: 24/10/2025 -
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Publicado: 10/10/2025 -
Kristin Gilbertson - Risk, Resilience, and Returns
Publicado: 29/8/2025 -
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
Publicado: 1/8/2025 -
Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
Publicado: 25/7/2025 -
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
Publicado: 11/7/2025 -
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
Publicado: 12/7/2024 -
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
Publicado: 28/6/2024 -
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
Publicado: 14/6/2024 -
James Bessen - Understanding the Tech Paradigm
Publicado: 31/5/2024 -
Jan Hummel - Deep Diligence at Paradigm Capital
Publicado: 17/5/2024 -
Todd Combs - Charlie Munger's Legacy
Publicado: 3/5/2024 -
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Publicado: 29/12/2023 -
John Armitage - Navigating Macroeconomic Shifts
Publicado: 15/12/2023 -
Nicolai Tangen - Decision-Making and Intuition in Investing
Publicado: 24/11/2023 -
John Rogers - The Power of Patience
Publicado: 10/11/2023 -
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Publicado: 27/10/2023 -
Ray Dalio - Risk, Return, and Asset Allocation
Publicado: 13/10/2023
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.
