Value Investing with Legends
Podcast autorstwa Columbia Business School
62 Odcinki
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James Bessen - Understanding the Tech Paradigm
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Jan Hummel - Deep Diligence at Paradigm Capital
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Todd Combs - Charlie Munger's Legacy
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Kim Lew - The Dynamics of Risk Management and Asset Allocation
Opublikowany: 29.12.2023 -
John Armitage - Navigating Macroeconomic Shifts
Opublikowany: 15.12.2023 -
Nicolai Tangen - Decision-Making and Intuition in Investing
Opublikowany: 24.11.2023 -
John Rogers - The Power of Patience
Opublikowany: 10.11.2023 -
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Opublikowany: 27.10.2023 -
Ray Dalio - Risk, Return, and Asset Allocation
Opublikowany: 13.10.2023 -
Fireside Chat with Tom Gayner, Markel Corporation
Opublikowany: 31.03.2023 -
Scott Hendrickson - An Unmasking of Quality
Opublikowany: 17.03.2023 -
Bill Nygren - Fundamental Investing From A Generalist’s Perspective
Opublikowany: 3.03.2023 -
Angela Aldrich - Developing A Differentiated View
Opublikowany: 17.02.2023 -
Charley Ellis - The Evolution of the Asset Management Industry
Opublikowany: 3.02.2023 -
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Opublikowany: 20.01.2023 -
Mitch Julis - Finding the Opportunity in Complexity
Opublikowany: 6.01.2023 -
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Opublikowany: 16.12.2022
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.