All Episodes
Value Investing with Legends — 74 episodes
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
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
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Rishi Renjen - Evolving Your Investment Process
Richard Lawrence - Investing in Superior Businesses
Learning from Five Years of the 5x5x5 Russo Student Investment Fund
Kim Shannon - Value Investing - Bringing it All Together
Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
C.T. Fitzpatrick: Value Investing in Times of Deep Distress
Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
Francisco García Paramés - Value Investing for the Long Term Guest
David Samra - Leveraging Fundamentals to Remain Relevant
Bruce Greenwald - Staying on the Right Side of the Trade
Matthew McLennan - The Power of Selectivity and Patience
Joel Greenblatt - Investing Off the Beaten Path
Leon Cooperman - Looking For More For Less
Ross Glotzbach - The Power and Strength of Experience
Jenny Wallace - Identifying Value at the Summit
Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
Christopher Davis - Investing with Curiosity
David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing
Michael Mauboussin - Overcoming Biases for Effective Decision-Making
Tom Russo - The All-Important Power of Consumer Brands
Mario Gabelli - Welcome to Value Investing with Legends!