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All Episodes

Value Investing with Legends — 73 episodes

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Title
1

Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams

2

Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets

3

Ricky Sandler - Investing Through Perception Shifts and Market Cycles

4

Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey

5

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

6

Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline

7

Bill Ackman - Evolving Investment Playbook, From MBIA to Moats

8

Kristin Gilbertson - Risk, Resilience, and Returns

9

Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

10

Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies

11

Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies

12

Phil Ruvinsky - Sustainable Competitive Advantages in Technology

13

Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance

14

Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

15

James Bessen - Understanding the Tech Paradigm

16

Jan Hummel - Deep Diligence at Paradigm Capital

17

Todd Combs - Charlie Munger's Legacy

18

Kim Lew - The Dynamics of Risk Management and Asset Allocation

19

John Armitage - Navigating Macroeconomic Shifts

20

Nicolai Tangen - Decision-Making and Intuition in Investing

21

John Rogers - The Power of Patience

22

Sheldon Stone - Liquidity, Covenants, and Capital Availability

23

Ray Dalio - Risk, Return, and Asset Allocation

24

Fireside Chat with Tom Gayner, Markel Corporation

25

Scott Hendrickson - An Unmasking of Quality

26

Bill Nygren - Fundamental Investing From A Generalist's Perspective

27

Angela Aldrich - Developing A Differentiated View

28

Charley Ellis - The Evolution of the Asset Management Industry

29

Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

30

Mitch Julis - Finding the Opportunity in Complexity

31

Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk

32

Amy Zhang - Identifying Exceptional Potential

33

Ashvin Chhabra - The Aspirational Investor

34

Abby Joseph Cohen - Blending the Quantitative with the Qualitative

35

Allison Fisch - Unlocking Value in Emerging Markets

36

Munib Islam - Creating Long-Term Value

37

Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

38

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

39

5x5x5 Russo Student Investment Fund: Class of 2021

40

Chris Davis - A Multifaceted Perspective on Financial Services

41

The Art of Fund Management with Chase Sheridan & Will Pan

42

Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

43

Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

44

Elizabeth Lilly - Embodying the Principles of Value Investing

45

Anna Nikolayevsky - The Value of Independent Thought

46

David Marcus - Developing a 3D Perspective of Investing

47

Samantha Greenberg - Recognizing True Asymmetry

48

Mohnish Pabrai - The Value of Continuous Learning

49

Jan Hummel - The Rare Advantage of Real-World Experience

50

Howard Marks - Successful Investing Through Buying Things Well

51

The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey

52

Rishi Renjen - Evolving Your Investment Process

53

Richard Lawrence - Investing in Superior Businesses

54

Learning from Five Years of the 5x5x5 Russo Student Investment Fund

55

Kim Shannon - Value Investing - Bringing it All Together

56

Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital

57

C.T. Fitzpatrick: Value Investing in Times of Deep Distress

58

Michael Mauboussin – Investing in times of (the Coronavirus) Crisis

59

Francisco García Paramés - Value Investing for the Long Term Guest

60

David Samra - Leveraging Fundamentals to Remain Relevant

61

Bruce Greenwald - Staying on the Right Side of the Trade

62

Matthew McLennan - The Power of Selectivity and Patience

63

Joel Greenblatt - Investing Off the Beaten Path

64

Leon Cooperman - Looking For More For Less

65

Ross Glotzbach - The Power and Strength of Experience

66

Jenny Wallace - Identifying Value at the Summit

67

Connecting Theory and Practice Through The 5x5x5 Student Investment Fund

68

Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing

69

Christopher Davis - Investing with Curiosity

70

David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing

71

Michael Mauboussin - Overcoming Biases for Effective Decision-Making

72

Tom Russo - The All-Important Power of Consumer Brands

73

Mario Gabelli - Welcome to Value Investing with Legends!