Value Investing with Legends
Columbia Business School
Outreach Signals
Publishing Details
Contact & Outreach
About This Podcast
Social Media
Explore Statistics
Recent Episodes
S11E12 Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
In this episode, hosts Tano Santos and Michael Mauboussin speak with Matthew Fine, portfolio manager at Third Avenue Management, about his path into investing and the firm's value-driven philosophy.…
S11E11 Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approach to dividend-focused investing. Jenny shares her journey…
S11E11 Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approach to dividend-focused investing. Jenny shares her journey…
S11E10 Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately…
S11E9 Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Ricky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spanning over three decades in long-short investing. Starting with…
S11E8 Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Robert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With deep roots in accounting and formative…
S11E7 Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known world of secondary investing in private technology…
S11E6 Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Amit Wadhwaney, founding partner and portfolio manager at Moerus Capital Management, joins hosts Tano Santos and Michael Mauboussin to trace his unorthodox journey from Bombay to Concordia to…
S11E5 Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his investing journey—from his early days in real estate finance…
S11E4 Kristin Gilbertson - Risk, Resilience, and Returns
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment. Kristin shares her early…
S11E2 Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his…
S11E2 Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at…
S11E1 Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension…
S10E6 Phil Ruvinsky - Sustainable Competitive Advantages in Technology
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive…
S10E5 Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate…
S10E4 Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of…
S10E3 James Bessen - Understanding the Tech Paradigm
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving…
S10E2 Jan Hummel - Deep Diligence at Paradigm Capital
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European…
S10E1 Todd Combs - Charlie Munger's Legacy
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire…
S9E6 Kim Lew - The Dynamics of Risk Management and Asset Allocation
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League…
Frequently Asked Questions
Value Investing with Legends has published 74 episodes since April 2019, covering topics in Business, Investing.
Value Investing with Legends is currently active with new episodes every 2 weeks. Average episode length is 59m.
Sign up on Grep.FM to access contact details for Value Investing with Legends, including email and social media links.
Similar Podcasts
A Book with Legs
Smead Capital Management
126 episodes
The Meb Faber Show - Better Investing
The Idea Farm
701 episodes
Jake & Gino: Real Estate Investing & Multifamily
Jake & Gino
1,342 episodes
Real Estate Investing Mastery Podcast
Joe McCall
974 episodes
Big Technology Podcast
Alex Kantrowitz
534 episodes
Exit Rich
Michelle Seiler Tucker
145 episodes