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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 B...
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approa...
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approa...
In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineerin...
Ricky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spannin...
Robert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investi...
In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known w...
Amit Wadhwaney, founding partner and portfolio manager at Moerus Capital Management, joins hosts Tano Santos and Michael Mauboussin to trace...
Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his i...
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the Univ...
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influe...
In this episode of Value Investing with Legends , Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Colu...
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing...
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the F...
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Org...
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Techn...
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology an...
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuan...
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joi...
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her root...
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today....
In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions....
John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for hi...
Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we'r...
Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emph...
Today's conversation is a special one. I'm delighted to share my fireside chat with Markel Corporation's Tom Gayner from our 26th Annual CSI...
When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That's why today's guest, Scott Hendricks...
With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fe...
One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-train...
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of ama...
Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness t...
To be a good value investor, you must be a good credit analyst. Over the years, I learned so much from the many investors I've met through H...
"Right next to the really cheap junk, there are some really cheap gems." Welcome to a new season of the Value Investing with Legends podcast...
"We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies." This is at the core of the...
How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals? That's what today's g...
"The data is the data, and that's it." As a model user, it's easy to get hyperfocused on quantitative data but reality requires a broader ap...
Welcome back to Season 7! From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, the...
Time arbitrage is one of the biggest behavioral advantages an investor can have. Joining us today to talk about what it means to be an engag...
Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns. Today we're continuing our...
In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward. Transformational acti...
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5...
A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reac...
Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of inte...
Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of val...
One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A gre...
The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual...
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the fir...
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the boar...
Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to exp...
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What...
Modern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. Today's guest, Jan Humm...