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Artwork for Value Investing with Legends

Value Investing with Legends

Columbia Business School
Value Investing
Investment Strategies
Market Perception
Eminence Capital
Long-Short Equity
Artificial Intelligence
Corporate Governance
Quantitative Analysis
Private Equity
Investment Management
Private Secondary Market
Behavioral Finance
Market Efficiency
Quant Investing
Quantitative Investing
University Endowments
Economic Development
Pershing Square Capital Management
Fama-French Model
MBIA

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 rationa... more

PublishesTwice monthlyEpisodes72Founded7 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Value Investing with Legends

Latest Episodes

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 founding a public equities firm focused on the GCC. Samer... more

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 stories from his upbringing and early career, Rick... more

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 experiences auditing firms like Tweedy, Browne, Bob shares how... more

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 companies. With decades of experience—from venture capital t... more

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Recent Guests

Samer Sarraf
Founding partner, Senior Executive Officer and COO at Amwal Capital Partners
Amwal Capital Partners
Episode: Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
Ricky Sandler
Founder, CEO, and CIO of Eminence Capital
Eminence Capital
Episode: Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Robert Robotti
President and Chief Investment Officer of Robotti & Company Advisors, a value-focused investment firm
Robotti & Company Advisors
Episode: Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Richard Brekka
CEO, managing partner and co-founder of Second Alpha, specialized in secondary investing.
Second Alpha
Episode: Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
Amit Wadhwaney
Founding Manager of Moerus Worldwide Value Fund
Moerus Worldwide Value Fund
Episode: Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Bill Ackman
Founder and CEO of Pershing Square Capital Management
Pershing Square Capital Management
Episode: Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Kristin Gilbertson
Chief Investment Officer of Access Industries.
Access Industries
Episode: Kristin Gilbertson - Risk, Resilience, and Returns
Seth Klarman
Chief Executive Officer and Portfolio Manager of the Baupost Group
Baupost Group
Episode: Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
Kent Daniel
Jean-Marie Villard, First Eagle Investment Management Professor of Business in the Finance Division at Columbia University
Columbia University
Episode: Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies

Hosts

Tano Santos
Co-host and faculty director at the Heilbrunn Center for Graham and Dodd Investing; Robert Heilbrunn Professor of Asset Management and Finance at Columbia Business School
Michael Mauboussin
Professor and author; Co-host of Value Investing with Legends; Faculty at Columbia Business School

Reviews

4.6 out of 5 stars from 553 ratings
  • Anxious For More Shows!

    Keep them coming, please!

    Apple Podcasts
    5
    bisongang
    United States2 years ago
  • Incredible

    Incredible insights each episode. A valuable resource for all students and professionals in the finance and investing world. Hosts do a great job navigating the conversations and adding insights from academia. Keep it going!

    Apple Podcasts
    5
    Jean P Melo
    United States2 years ago
  • Dalio Episode

    The Ray Dalio episode was great. It was interesting to hear the backstory of Bridgewater and his current market thoughts.

    Apple Podcasts
    5
    hendi7
    United States2 years ago
  • the host keep interrupting the talk What i really want to listen is about him not the host

    Audible
    5
    Michael J Fox
    United States3 years ago
  • Christopher was great but

    the host keep interrupting the talk What i really want to listen is about him not the host

    Audible
    5
    Michael J Fox
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The guests are great, host speaks too much sometimes.
Audience appreciates the focus on value investing and the credibility of guests.
High-quality interviews with valuable investor insights and academic context.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
Q: Richard, why don't you tell us a little bit about an overview of secondary markets and the different categories?
When we talk about secondaries, most people think in the private market that you're talking about, an LP selling his interests in a fund to another investor.
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Q: What worries you, what keeps you up at night?
There's a lot to layer on the worry side of the ledger... It is worries. It's expensive and it has an effect. Unraveling it will not be easy.
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Q: Can you give us a brief summary of your investment process?
There are really three interlocking characteristics: valuation, safety of your capital, and then there's the long-term time horizon.
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Q: Is there anything you're reading or listening to these days?
He mentioned spending time on X for learning and recommended 'The Financial History of Berkshire Hathaway'.
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Q: What worries Bill Ackman?
He expressed concern over political violence and the impact of censorship on free speech.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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Frequently Asked Questions About Value Investing with Legends

What is Value Investing with Legends about and what kind of topics does it cover?

This show centers on rigorous, evidence-based investing, with a steady stream of high-profile value investors and finance academics who unpack investment philosophies, portfolio construction, and market behavior. Episodes typically explore long-standing principles of value investing, the evolution of markets, and the application of academic concepts to real-world portfolios, often featuring guests with deep experience in equities, private equity, and asset management. A notable pattern is the blend of prestigious academic perspectives from affiliated institutions with hands-on investment experience, offering listeners frameworks they can translate into research, analysis, or pitching insights for sponsors and partners. The format often high... more

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Which podcasts are similar to Value Investing with Legends?

These podcasts share a similar audience with Value Investing with Legends:

1. The Memo by Howard Marks
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Acquirers Podcast
4. Behind the Balance Sheet
5. Yet Another Value Podcast

How many episodes of Value Investing with Legends are there?

Value Investing with Legends launched 7 years ago and published 72 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Value Investing with Legends?

Recent guests on Value Investing with Legends include:

1. Samer Sarraf
2. Ricky Sandler
3. Robert Robotti
4. Richard Brekka
5. Amit Wadhwaney
6. Bill Ackman
7. Kristin Gilbertson
8. Seth Klarman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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