Value Investing with Legends

A podcast by Columbia Business School

Categories:

Business

56 Episodes

  1. Kim Lew - The Dynamics of Risk Management and Asset Allocation

    Published: 12/29/2023

  2. John Armitage - Navigating Macroeconomic Shifts

    Published: 12/15/2023

  3. Nicolai Tangen - Decision-Making and Intuition in Investing

    Published: 11/24/2023

  4. John Rogers - The Power of Patience

    Published: 11/10/2023

  5. Sheldon Stone - Liquidity, Covenants, and Capital Availability

    Published: 10/27/2023

  6. Ray Dalio - Risk, Return, and Asset Allocation

    Published: 10/13/2023

  7. Fireside Chat with Tom Gayner, Markel Corporation

    Published: 3/31/2023

  8. Scott Hendrickson - An Unmasking of Quality

    Published: 3/17/2023

  9. Bill Nygren - Fundamental Investing From A Generalist’s Perspective

    Published: 3/3/2023

  10. Angela Aldrich - Developing A Differentiated View

    Published: 2/17/2023

  11. Charley Ellis - The Evolution of the Asset Management Industry

    Published: 2/3/2023

  12. Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

    Published: 1/20/2023

  13. Mitch Julis - Finding the Opportunity in Complexity

    Published: 1/6/2023

  14. Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk

    Published: 12/16/2022

  15. Amy Zhang - Identifying Exceptional Potential

    Published: 7/1/2022

  16. Ashvin Chhabra - The Aspirational Investor

    Published: 6/17/2022

  17. Abby Joseph Cohen - Blending the Quantitative with the Qualitative

    Published: 6/3/2022

  18. Allison Fisch - Unlocking Value in Emerging Markets

    Published: 5/20/2022

  19. Munib Islam - Creating Long-Term Value

    Published: 12/3/2021

  20. Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

    Published: 11/12/2021

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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.