Value Investing with Legends
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Twitter:
@columbia_biz
Language:
English
Todd Combs - Charlie Munger's Legacy
Duration:00:27:12
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Duration:01:03:18
John Armitage - Navigating Macroeconomic Shifts
Duration:00:51:35
Nicolai Tangen - Decision-Making and Intuition in Investing
Duration:00:44:45
John Rogers - The Power of Patience
Duration:01:00:14
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Duration:01:02:15
Ray Dalio - Risk, Return, and Asset Allocation
Duration:00:59:46
Fireside Chat with Tom Gayner, Markel Corporation
Duration:00:39:03
Scott Hendrickson - An Unmasking of Quality
Duration:00:52:18
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
Duration:01:05:06
Angela Aldrich - Developing A Differentiated View
Duration:01:05:27
Charley Ellis - The Evolution of the Asset Management Industry
Duration:01:15:38
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Duration:01:10:46
Mitch Julis - Finding the Opportunity in Complexity
Duration:01:21:47
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Duration:01:12:57
Amy Zhang - Identifying Exceptional Potential
Duration:00:56:43
Ashvin Chhabra - The Aspirational Investor
Duration:00:57:12
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
Duration:00:50:35
Allison Fisch - Unlocking Value in Emerging Markets
Duration:00:47:45
Munib Islam - Creating Long-Term Value
Duration:01:14:01