Value Investing with Legends
A podcast by Columbia Business School
Categories:
56 Episodes
-
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Published: 12/29/2023 -
John Armitage - Navigating Macroeconomic Shifts
Published: 12/15/2023 -
Nicolai Tangen - Decision-Making and Intuition in Investing
Published: 11/24/2023 -
John Rogers - The Power of Patience
Published: 11/10/2023 -
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Published: 10/27/2023 -
Ray Dalio - Risk, Return, and Asset Allocation
Published: 10/13/2023 -
Fireside Chat with Tom Gayner, Markel Corporation
Published: 3/31/2023 -
Scott Hendrickson - An Unmasking of Quality
Published: 3/17/2023 -
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
Published: 3/3/2023 -
Angela Aldrich - Developing A Differentiated View
Published: 2/17/2023 -
Charley Ellis - The Evolution of the Asset Management Industry
Published: 2/3/2023 -
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Published: 1/20/2023 -
Mitch Julis - Finding the Opportunity in Complexity
Published: 1/6/2023 -
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Published: 12/16/2022 -
Amy Zhang - Identifying Exceptional Potential
Published: 7/1/2022 -
Ashvin Chhabra - The Aspirational Investor
Published: 6/17/2022 -
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
Published: 6/3/2022 -
Allison Fisch - Unlocking Value in Emerging Markets
Published: 5/20/2022 -
Munib Islam - Creating Long-Term Value
Published: 12/3/2021 -
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Published: 11/12/2021
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.