69 Odcinki

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

    Opublikowany: 7.11.2025
  2. Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline

    Opublikowany: 24.10.2025
  3. Bill Ackman - Evolving Investment Playbook, From MBIA to Moats

    Opublikowany: 10.10.2025
  4. Kristin Gilbertson - Risk, Resilience, and Returns

    Opublikowany: 29.08.2025
  5. Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

    Opublikowany: 1.08.2025
  6. Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies

    Opublikowany: 25.07.2025
  7. Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies

    Opublikowany: 11.07.2025
  8. Phil Ruvinsky - Sustainable Competitive Advantages in Technology

    Opublikowany: 12.07.2024
  9. Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance

    Opublikowany: 28.06.2024
  10. Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

    Opublikowany: 14.06.2024
  11. James Bessen - Understanding the Tech Paradigm

    Opublikowany: 31.05.2024
  12. Jan Hummel - Deep Diligence at Paradigm Capital

    Opublikowany: 17.05.2024
  13. Todd Combs - Charlie Munger's Legacy

    Opublikowany: 3.05.2024
  14. Kim Lew - The Dynamics of Risk Management and Asset Allocation

    Opublikowany: 29.12.2023
  15. John Armitage - Navigating Macroeconomic Shifts

    Opublikowany: 15.12.2023
  16. Nicolai Tangen - Decision-Making and Intuition in Investing

    Opublikowany: 24.11.2023
  17. John Rogers - The Power of Patience

    Opublikowany: 10.11.2023
  18. Sheldon Stone - Liquidity, Covenants, and Capital Availability

    Opublikowany: 27.10.2023
  19. Ray Dalio - Risk, Return, and Asset Allocation

    Opublikowany: 13.10.2023
  20. Fireside Chat with Tom Gayner, Markel Corporation

    Opublikowany: 31.03.2023

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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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