Value Investing with Legends
Podcast készítő Columbia Business School
62 Epizód
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Phil Ruvinsky - Sustainable Competitive Advantages in Technology
Közzétéve: 2024. 07. 12. -
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
Közzétéve: 2024. 06. 28. -
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
Közzétéve: 2024. 06. 14. -
James Bessen - Understanding the Tech Paradigm
Közzétéve: 2024. 05. 31. -
Jan Hummel - Deep Diligence at Paradigm Capital
Közzétéve: 2024. 05. 17. -
Todd Combs - Charlie Munger's Legacy
Közzétéve: 2024. 05. 03. -
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Közzétéve: 2023. 12. 29. -
John Armitage - Navigating Macroeconomic Shifts
Közzétéve: 2023. 12. 15. -
Nicolai Tangen - Decision-Making and Intuition in Investing
Közzétéve: 2023. 11. 24. -
John Rogers - The Power of Patience
Közzétéve: 2023. 11. 10. -
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Közzétéve: 2023. 10. 27. -
Ray Dalio - Risk, Return, and Asset Allocation
Közzétéve: 2023. 10. 13. -
Fireside Chat with Tom Gayner, Markel Corporation
Közzétéve: 2023. 03. 31. -
Scott Hendrickson - An Unmasking of Quality
Közzétéve: 2023. 03. 17. -
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
Közzétéve: 2023. 03. 03. -
Angela Aldrich - Developing A Differentiated View
Közzétéve: 2023. 02. 17. -
Charley Ellis - The Evolution of the Asset Management Industry
Közzétéve: 2023. 02. 03. -
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Közzétéve: 2023. 01. 20. -
Mitch Julis - Finding the Opportunity in Complexity
Közzétéve: 2023. 01. 06. -
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Közzétéve: 2022. 12. 16.
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.
