Value Investing with Legends

A podcast by Columbia Business School

Categories:

Business

62 Episodes

  1. Rishi Renjen - Evolving Your Investment Process

    Published: 10/2/2020

  2. Richard Lawrence - Investing in Superior Businesses

    Published: 9/18/2020

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

    Published: 9/4/2020

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

    Published: 5/22/2020

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

    Published: 4/17/2020

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

    Published: 4/3/2020

  7. Michael Mauboussin – Investing in times of (the Coronavirus) Crisis

    Published: 3/23/2020

  8. Value Investing for the Long Term Guest with Francisco García Paramés

    Published: 3/20/2020

  9. David Samra - Leveraging Fundamentals to Remain Relevant

    Published: 3/6/2020

  10. Bruce Greenwald - Staying on the Right Side of the Trade

    Published: 12/20/2019

  11. Matthew McLennan - The Power of Selectivity and Patience

    Published: 11/29/2019

  12. Joel Greenblatt - Investing Off the Beaten Path

    Published: 11/15/2019

  13. Leon Cooperman - Looking For More For Less

    Published: 11/1/2019

  14. Ross Glotzbach - The Power and Strength of Experience

    Published: 10/18/2019

  15. Jenny Wallace - Identifying Value at the Summit

    Published: 10/4/2019

  16. Connecting Theory and Practice Through The 5x5x5 Student Investment Fund

    Published: 7/26/2019

  17. Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing

    Published: 7/12/2019

  18. Christopher Davis - Investing with Curiosity

    Published: 6/28/2019

  19. David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing

    Published: 6/14/2019

  20. Michael Mauboussin - Overcoming Biases for Effective Decision-Making

    Published: 5/31/2019

3 / 4

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.