Value Investing with Legends

Jan Hummel of Paradigm Capital discusses his journey from a teenage investor in Sweden to founding a value investing fund focused on European markets.

This episode features an interview with Samer Sarraf, a Columbia Business School alum and investor, discussing investing in the Gulf Cooperation Council (GCC) region, blending private equity discipline with public markets, based on insights from a recent trip to the UAE.

This episode explores how barriers to entry and total addressable markets apply to technology, particularly artificial intelligence, and their implications for markets, regulation, and competitive dynamics.

This episode features an interview with Jan Hummel, CIO of Paradigm Capital, discussing his fund's value investing philosophy, risk management approach, and investment opportunities in Europe.

This episode features a conversation with Mitch Julis about the importance of credit analysis in value investing and the complexities of understanding business operations and liabilities.

This episode explores the emerging wave of activist investors in European markets and how they're applying value investing principles to transform capital markets.

This episode introduces Elizabeth Lilly as a guest who embodies value investing principles through her annual lecture at Columbia Business School, focusing on thoughtful business analysis and conservative valuation.

This episode of the Value Investing with Legends podcast introduces Amit Wadhwaney, founder of Moerus Worldwide Value Fund, to discuss his deep value investing discipline and impressive track record.

This episode honors Charlie Munger's legacy through a discussion with Berkshire Hathaway investment officer Todd Combs, exploring Munger's impact on value investing and Berkshire Hathaway.

This episode features an interview with Kim Lew, CEO of Columbia Investment Management Company, discussing risk management, asset allocation, and her leadership in managing Columbia University's $13.6 billion endowment.

This episode discusses the growth and future of the asset and wealth management industry, focusing on how it serves institutions and families with personalized investment strategies in volatile markets.

This episode features an interview with legendary value investor Seth Klarman, discussing his contrarian investment philosophy, disciplined approach, and leadership of the Baupost Group.

This episode features an interview with finance professor Kent Daniel, exploring his career transition from physics to finance and his work on market inefficiencies and quantitative investing strategies.

This episode features Phil Ruvinsky discussing sustainable competitive advantages in technology companies and how investors can evaluate these factors for profitable portfolio decisions.

This episode discusses how global tech giants like Google, Meta, and Apple face unique regulatory challenges due to their rapid 21st-century growth and the EU's influence on digital governance and competition policy.

This episode features Jonathan Knee discussing his insights on platform economics, competitive strategy, and the intersection of digital and analog platforms in business.

This episode features Harvard Business School professor Felix Oberholzer-Gee discussing how strategic analysis can help identify competitive advantages in companies for value investing.

This episode features an interview with Nicolai Tangen, CEO of Norges Bank Investment Management, discussing his investment philosophy, decision-making processes, and leadership of the world's largest sovereign wealth fund.

This episode of the Value Investing with Legends podcast features Sheldon Stone from Oaktree Capital Management discussing credit investing, high-yield bonds, and the importance of fixed income in value investing.

This episode features an interview with legendary value investor Bill Nygren, discussing fundamental investing principles and his extensive experience at Harris Associates and the Oakmark Funds.

This episode features a fireside chat with Tom Gayner, CEO of Markel Corporation, discussing the company's business model, investment philosophy, and his admiration for Warren Buffett.

This episode features an interview with Scott Hendrickson, co-founder of Permian Investment Partners, discussing his background in value investing, focus on management quality, and experience teaching at Columbia Business School.

This episode features Angela Aldrich, co-founder of Bayberry Capital Partners, discussing her background in value investing and hedge fund management with hosts from Columbia Business School.

This episode features an interview with investment legend Charlie Ellis discussing the evolution of the asset management industry and his insights from decades of experience.

This episode introduces Andrew Wellington and Dan Kaskawits from Lyrical Asset Management to discuss value investing strategies and their professional backgrounds in asset management.

This episode features Amy Zhang discussing her approach to identifying exceptional investment potential in small and mid-cap companies as a portfolio manager at Alger.

This episode features an interview with Wall Street legend Abby Joseph Cohen, discussing her career blending quantitative and qualitative analysis in investment strategy during times of economic uncertainty.

This episode discusses the 5x5x5 Russo Student Investment Fund at Columbia Business School, exploring its mission and the challenges of student-run investment clubs.

This episode features an interview with Chris Davis, chairman of Davis Advisors, discussing his investment philosophy and how he navigated the market volatility during the COVID-19 pandemic.

This episode introduces a new co-host and sets the stage for exploring fund management and value investing with experienced professionals.

This episode introduces the Value Investing with Legends podcast, which explores value investing principles through interviews with top investors and academic insights.

This episode explores the improved opportunities for value investing in Europe and globally, featuring a discussion with investor David Marcus about applying Graham and Dodd principles to current market conditions.

This episode features an interview with investor Mohnish Pabrai, discussing his journey into value investing and his perspectives on the field, hosted by Columbia Business School professor Tano Santos.

This episode features an interview with Robert Robotti, a value investing expert who discusses his journey from early career to founding his investment firm and serving on corporate boards.

This episode explores the growth and challenges of private markets, particularly private equity and secondary markets, in the context of value investing education.

This episode features an interview with Ashvin Chhabra, a Wall Street veteran and author of 'The Aspirational Investor,' discussing wealth management strategies and preserving value amid inflation.

This episode features Allison Fisch discussing value investing strategies in emerging markets amid current economic challenges like market corrections, inflation, and geopolitical tensions.

This episode features an interview with Munib Islam, founder of LTS1 Management, discussing his approach to value investing and creating long-term value through engaged minority stakes in companies.

This episode features an interview with Anna Nikolayevsky, founder of Axel Capital Management, discussing the principles of value investing and portfolio strategy in the context of industry dynamics and economic fluctuations.

This episode features an interview with Lauren Taylor-Wolfe, co-founder of Impactive Capital, discussing her background and the intersection of activist investing with ESG principles in value investing.

This episode features an interview with John Armitage, co-founder and CIO of Eggerton Capital, discussing his firm's value investing approach and navigating macroeconomic shifts over nearly 30 years.

This episode features an interview with Mason Morfit, CEO and CIO of Value Act Capital, discussing transformational activism and value creation through shareholder engagement in corporate governance.

This episode features an interview with Samantha Greenberg of Ashla Capital, discussing value investing principles and her investment journey on the Value Investing with Legends podcast.

This episode features an interview with John Rogers, founder of Ariel Investments, discussing his value investing philosophy, career achievements, and how his activism enhances his leadership and investment approach.

This episode features an interview with legendary investor Ray Dalio discussing his approach to risk, return, and asset allocation based on timeless principles.

This episode features an interview with Bill Ackman, founder of Pershing Square Capital Management, discussing his value investing approach, activist strategies, and career evolution.

This episode features an interview with Cliff Asness, founder of AQR Capital Management, discussing the origins and impact of quantitative investing, market inefficiencies, and his career in finance.

This episode of Value Investing with Legends, hosted by Tano Santos, features an interview with Howard Marks to discuss his career, investment methods, and the complexities of current markets and the economy, rooted in Graham and Dodd's value investing principles.

Host Tano Santos introduces an episode exploring the future of value investing, highlighting a guest from an innovative asset management firm and discussing the need for a multifaceted approach that integrates social, private, and public markets with flexibility and disruption.

This episode features an interview with Ricky Sandler, founder of Eminence Capital, discussing his investment approach based on identifying market perception shifts and engaging in corporate governance.

An interview with Jenny Harrington about building a diversified portfolio of dividend-paying stocks for steady income.

A discussion on the importance of dividends in value investing, featuring an interview with income-focused investor Jenny Harrington.

Host Tano Santos interviews value investor Rishi Renjen about his investment process and views on the industry.

Host Tano Santos introduces the podcast's mission to promote Graham and Dodd's value investing principles and previews a conversation with a legendary value investor about navigating the COVID-19 crisis.

Professor Tano Santos introduces a new season of the podcast, discussing the 5x5x5 student-run investment fund with guest Tom Russo.

Host Tano Santos introduces the podcast and welcomes guest Kim Shannon, a veteran value investor, to discuss her investment philosophy and experience.

Host Tano Santos introduces the podcast's mission to promote Graham and Dodd's value investing principles and reflects on Columbia Business School's transition to online teaching during the coronavirus crisis.

Host Tano Santos introduces the podcast and discusses investing during the coronavirus crisis with a guest from Birmingham, Alabama.

Host Tano Santos interviews Christopher Davis, chairman of Davis Advisors, about his origins and value investing principles.

This episode introduces the podcast's mission to promote Graham and Dodd's value investing principles through interviews with legendary investors.