Value Investing with Legends

A podcast by Columbia Business School

Categories:

Business

56 Episodes

  1. Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

    Published: 10/29/2021

  2. 5x5x5 Russo Student Investment Fund: Class of 2021

    Published: 10/15/2021

  3. Chris Davis - A Multifaceted Perspective on Financial Services

    Published: 10/1/2021

  4. The Art of Fund Management with Chase Sheridan & Will Pan

    Published: 9/17/2021

  5. Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

    Published: 4/9/2021

  6. Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

    Published: 3/26/2021

  7. Elizabeth Lilly - Embodying the Principles of Value Investing

    Published: 3/12/2021

  8. Anna Nikolayevsky - The Value of Independent Thought

    Published: 2/26/2021

  9. David Marcus - Developing a 3D Perspective of Investing

    Published: 2/12/2021

  10. Samantha Greenberg - Recognizing True Asymmetry

    Published: 1/29/2021

  11. Mohnish Pabrai - The Value of Continuous Learning

    Published: 1/15/2021

  12. Jan Hummel - The Rare Advantage of Real-World Experience

    Published: 12/4/2020

  13. Howard Marks - Successful Investing Through Buying Things Well

    Published: 11/20/2020

  14. The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey

    Published: 10/16/2020

  15. Rishi Renjen - Evolving Your Investment Process

    Published: 10/2/2020

  16. Richard Lawrence - Investing in Superior Businesses

    Published: 9/18/2020

  17. Learning from Five Years of the 5x5x5 Russo Student Investment Fund

    Published: 9/4/2020

  18. Kim Shannon - Value Investing - Bringing it All Together

    Published: 5/22/2020

  19. Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital

    Published: 4/17/2020

  20. C.T. Fitzpatrick: Value Investing in Times of Deep Distress

    Published: 4/3/2020

2 / 3

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.