70 Epizód

  1. Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey

    Közzétéve: 2025. 11. 21.

  2. Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages

    Közzétéve: 2025. 11. 07.

  3. Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline

    Közzétéve: 2025. 10. 24.

  4. Bill Ackman - Evolving Investment Playbook, From MBIA to Moats

    Közzétéve: 2025. 10. 10.

  5. Kristin Gilbertson - Risk, Resilience, and Returns

    Közzétéve: 2025. 08. 29.

  6. Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

    Közzétéve: 2025. 08. 01.

  7. Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies

    Közzétéve: 2025. 07. 25.

  8. Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies

    Közzétéve: 2025. 07. 11.

  9. Phil Ruvinsky - Sustainable Competitive Advantages in Technology

    Közzétéve: 2024. 07. 12.

  10. Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance

    Közzétéve: 2024. 06. 28.

  11. Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

    Közzétéve: 2024. 06. 14.

  12. James Bessen - Understanding the Tech Paradigm

    Közzétéve: 2024. 05. 31.

  13. Jan Hummel - Deep Diligence at Paradigm Capital

    Közzétéve: 2024. 05. 17.

  14. Todd Combs - Charlie Munger's Legacy

    Közzétéve: 2024. 05. 03.

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

    Közzétéve: 2023. 12. 29.

  16. John Armitage - Navigating Macroeconomic Shifts

    Közzétéve: 2023. 12. 15.

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

    Közzétéve: 2023. 11. 24.

  18. John Rogers - The Power of Patience

    Közzétéve: 2023. 11. 10.

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

    Közzétéve: 2023. 10. 27.

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

    Közzétéve: 2023. 10. 13.

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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.

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