Value Investing with Legends
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Value Investing with Legends is a business podcast hosted by Columbia Business School. It has 72 episodes, with the latest published March 2026.
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 & Dod
business ·en ·72 episodes
Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Kristin Gilbertson - Risk, Resilience, and Returns
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
James Bessen - Understanding the Tech Paradigm
Jan Hummel - Deep Diligence at Paradigm Capital
Todd Combs - Charlie Munger's Legacy
Kim Lew - The Dynamics of Risk Management and Asset Allocation
John Armitage - Navigating Macroeconomic Shifts
Nicolai Tangen - Decision-Making and Intuition in Investing
John Rogers - The Power of Patience
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Ray Dalio - Risk, Return, and Asset Allocation
Fireside Chat with Tom Gayner, Markel Corporation
Scott Hendrickson - An Unmasking of Quality
Bill Nygren - Fundamental Investing From A Generalist's Perspective
Angela Aldrich - Developing A Differentiated View
Charley Ellis - The Evolution of the Asset Management Industry
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Mitch Julis - Finding the Opportunity in Complexity
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
Amy Zhang - Identifying Exceptional Potential
Ashvin Chhabra - The Aspirational Investor
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
Allison Fisch - Unlocking Value in Emerging Markets
Munib Islam - Creating Long-Term Value
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
5x5x5 Russo Student Investment Fund: Class of 2021
Chris Davis - A Multifaceted Perspective on Financial Services
The Art of Fund Management with Chase Sheridan & Will Pan
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
Elizabeth Lilly - Embodying the Principles of Value Investing
Anna Nikolayevsky - The Value of Independent Thought
David Marcus - Developing a 3D Perspective of Investing
Samantha Greenberg - Recognizing True Asymmetry
Mohnish Pabrai - The Value of Continuous Learning
Jan Hummel - The Rare Advantage of Real-World Experience
Howard Marks - Successful Investing Through Buying Things Well
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