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 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.
Letzte Episode
Frühere Episoden
- Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies 25.07.2025
- Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies 11.07.2025
- Phil Ruvinsky - Sustainable Competitive Advantages in Technology 12.07.2024
- Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance 28.06.2024
- Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms 14.06.2024
- James Bessen - Understanding the Tech Paradigm 31.05.2024
- Jan Hummel - Deep Diligence at Paradigm Capital 17.05.2024
- Todd Combs - Charlie Munger's Legacy 03.05.2024
- Kim Lew - The Dynamics of Risk Management and Asset Allocation 29.12.2023
- John Armitage - Navigating Macroeconomic Shifts 15.12.2023
- Nicolai Tangen - Decision-Making and Intuition in Investing 24.11.2023
- John Rogers - The Power of Patience 10.11.2023
- Sheldon Stone - Liquidity, Covenants, and Capital Availability 27.10.2023
- Ray Dalio - Risk, Return, and Asset Allocation 13.10.2023
- Fireside Chat with Tom Gayner, Markel Corporation 31.03.2023
- Scott Hendrickson - An Unmasking of Quality 17.03.2023
- Bill Nygren - Fundamental Investing From A Generalist’s Perspective 03.03.2023
- Angela Aldrich - Developing A Differentiated View 17.02.2023
- Charley Ellis - The Evolution of the Asset Management Industry 03.02.2023
- Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy 20.01.2023
