Value Investing with Legends
ਚੈਨਲ ਵਿਸਥਾਰ
Value Investing with Legends
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 wer...
ਹਾਲੀਆ ਐਪੀਸੋਡ
67 ਐਪੀਸੋਡ
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his investing j...
Kristin Gilbertson - Risk, Resilience, and Returns
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of...
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential prac...
Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Busine...
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons...
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental...
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization...
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at C...
James Bessen - Understanding the Tech Paradigm
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy R...
Jan Hummel - Deep Diligence at Paradigm Capital
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimens...
Todd Combs - Charlie Munger's Legacy
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is...
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the B...
John Armitage - Navigating Macroeconomic Shifts
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chi...
Nicolai Tangen - Decision-Making and Intuition in Investing
In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nico...
John Rogers - The Power of Patience
John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with...
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled...
Ray Dalio - Risk, Return, and Asset Allocation
Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on un...
Fireside Chat with Tom Gayner, Markel Corporation
Today’s conversation is a special one. I’m delighted to share my fireside chat with Markel Corporation’s Tom Gayner from our 26th Annual CSIMA Confere...
Scott Hendrickson - An Unmasking of Quality
When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That’s why today’s guest, Scott Hendrickson, heavil...
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With ov...
Angela Aldrich - Developing A Differentiated View
One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the...
Charley Ellis - The Evolution of the Asset Management Industry
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in t...
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Success comes from value creation.
For a strategic initiative to create value, it must increase willingness to pay or decrease willingn...
Mitch Julis - Finding the Opportunity in Complexity
To be a good value investor, you must be a good credit analyst.
Over the years, I learned so much from the many investors I’ve met throu...
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
“Right next to the really cheap junk, there are some really cheap gems."
Welcome to a new season of the Value Investing with Legends pod...
Amy Zhang - Identifying Exceptional Potential
“We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies.”
This is at the core of...
Ashvin Chhabra - The Aspirational Investor
How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals?
That’s what today...
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
“The data is the data, and that’s it.”
As a model user, it’s easy to get hyperfocused on quantitative data but reality requires a broade...
Allison Fisch - Unlocking Value in Emerging Markets
Welcome back to Season 7!
From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center,...
Munib Islam - Creating Long-Term Value
Time arbitrage is one of the biggest behavioral advantages an investor can have.
Joining us today to talk about what it means to be an e...
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns.
Today we’re continuing...
Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward.
Transformational...
5x5x5 Russo Student Investment Fund: Class of 2021
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way.
Through the...
Chris Davis - A Multifaceted Perspective on Financial Services
A year and a half into the pandemic, a lot has changed in the investment landscape.
Individual investors have been empowered, economies...
The Art of Fund Management with Chase Sheridan & Will Pan
Since our first podcast in the spring of 2019, we’ve built a wonderful audience around the world, and now have a terrific collection of interviews wit...
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investi...
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example...
Elizabeth Lilly - Embodying the Principles of Value Investing
The value investing in legends class is one of the highlights of the Heilbrunn year. It’s filled with special moments, including the annual visit from...
Anna Nikolayevsky - The Value of Independent Thought
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm’s financ...
David Marcus - Developing a 3D Perspective of Investing
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting...