Columbia Business School · Investment

Value Investing with Legends

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.

Episodes

Munib Islam - Creating Long-Term Value

03 Dec 2021

1h 13m

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

12 Nov 2021

58m

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

29 Oct 2021

1h 0m

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

26 Mar 2021

1h 18m

Elizabeth Lilly - Embodying the Principles of Value Investing

12 Mar 2021

57m

Anna Nikolayevsky - The Value of Independent Thought

26 Feb 2021

46m

David Marcus - Developing a 3D Perspective of Investing

12 Feb 2021

1h 21m

Samantha Greenberg - Recognizing True Asymmetry

29 Jan 2021

1h 1m

Mohnish Pabrai - The Value of Continuous Learning

15 Jan 2021

1h 11m

Jan Hummel - The Rare Advantage of Real-World Experience

04 Dec 2020

54m

Howard Marks - Successful Investing Through Buying Things Well

20 Nov 2020

52m

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

16 Oct 2020

1h 11m

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Durable Capital Partners' Henry Ellenbogen and Anouk Dey discuss the firm’s investment philosophy, emphasizing a multifaceted approach combining public and private markets with flexible valuation methods. Ellenbogen recounts his background in science and politics and how it shaped his view of businesses as organisms ne...