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.
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5x5 Russo...
A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reacted in u...
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 interviews wit...
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 value investi...
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 great example...
The value investing in legends class is one of the highlights of the Heilbrunn year. It’s filled with special moments, including the annual visit from...
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm’s financ...
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting...
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 explain toget...
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What’s surpris...