70 Avsnitt

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

    Publicerades: 2025-11-21

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

    Publicerades: 2025-11-07

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

    Publicerades: 2025-10-24

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

    Publicerades: 2025-10-10

  5. Kristin Gilbertson - Risk, Resilience, and Returns

    Publicerades: 2025-08-29

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

    Publicerades: 2025-08-01

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

    Publicerades: 2025-07-25

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

    Publicerades: 2025-07-11

  9. Phil Ruvinsky - Sustainable Competitive Advantages in Technology

    Publicerades: 2024-07-12

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

    Publicerades: 2024-06-28

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

    Publicerades: 2024-06-14

  12. James Bessen - Understanding the Tech Paradigm

    Publicerades: 2024-05-31

  13. Jan Hummel - Deep Diligence at Paradigm Capital

    Publicerades: 2024-05-17

  14. Todd Combs - Charlie Munger's Legacy

    Publicerades: 2024-05-03

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

    Publicerades: 2023-12-29

  16. John Armitage - Navigating Macroeconomic Shifts

    Publicerades: 2023-12-15

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

    Publicerades: 2023-11-24

  18. John Rogers - The Power of Patience

    Publicerades: 2023-11-10

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

    Publicerades: 2023-10-27

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

    Publicerades: 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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