Value Investing with Legends

By Columbia Business School

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.

  1. 1.
    The Art of Fund Management with Chase Sheridan & Will Pan
    1:17:16
  2. 2.
    Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
    49:26
  3. 3.
    Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
    1:18:48
  4. 4.
    Elizabeth Lilly - Embodying the Principles of Value Investing
    57:33
  5. 5.
    Anna Nikolayevsky - The Value of Independent Thought
    46:11
  6. 6.
    David Marcus - Developing a 3D Perspective of Investing
    1:21:09
  7. 7.
    Samantha Greenberg - Recognizing True Asymmetry
    1:01:07
  8. 8.
    Mohnish Pabrai - The Value of Continuous Learning
    1:11:53
  1. 9.
    Jan Hummel - The Rare Advantage of Real-World Experience
    54:47
  2. 10.
    Howard Marks - Successful Investing Through Buying Things Well
    52:56
  3. 11.
    The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
    1:11:18
  4. 12.
    Rishi Renjen - Evolving Your Investment Process
    55:50
  5. 13.
    Richard Lawrence - Investing in Superior Businesses
    56:42
  6. 14.
    Learning from Five Years of the 5x5x5 Russo Student Investment Fund
    43:46
  7. 15.
    Kim Shannon - Value Investing - Bringing it All Together
    1:01:34
  8. 16.
    Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
    1:07:29
  9. 17.
    C.T. Fitzpatrick: Value Investing in Times of Deep Distress
    45:41
  10. 18.
    Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
    53:31
  11. 19.
    Francisco García Paramés - Value Investing for the Long Term Guest
    54:26
  12. 20.
    David Samra - Leveraging Fundamentals to Remain Relevant
    55:23
  13. 21.
    Bruce Greenwald - Staying on the Right Side of the Trade
    55:31
  14. 22.
    Matthew McLennan - The Power of Selectivity and Patience
    1:00:53
  15. 23.
    Joel Greenblatt - Investing Off the Beaten Path
    50:14
  16. 24.
    Leon Cooperman - Looking For More For Less
    47:17
  17. 25.
    Ross Glotzbach - The Power and Strength of Experience
    58:15
  18. 26.
    Jenny Wallace - Identifying Value at the Summit
    1:21:22
  19. 27.
    Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
    57:38
  20. 28.
    Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
    1:00:35
  21. 29.
    Christopher Davis - Investing with Curiosity
    1:05:58
  22. 30.
    David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing
    52:54
  23. 31.
    Michael Mauboussin - Overcoming Biases for Effective Decision-Making
    56:09
  24. 32.
    Tom Russo - The All-Important Power of Consumer Brands
    1:02:38
  25. 33.
    Mario Gabelli - Welcome to Value Investing with Legends!
    46:35

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