Value Investing with Legends

Columbia Business School

Value Investing

Market Perception

Investment Strategies

Long-Short Equity

Eminence Capital

Artificial Intelligence

Quantitative Analysis

Corporate Governance

Private Equity

Investment Management

Private Secondary Market

Behavioral Finance

Quant Investing

Market Efficiency

Quantitative Investing

Economic Development

University Endowments

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

557 ratings

Publishes	Monthly	Episodes	74	Founded	7 years ago
Number of Listeners		Categories	ManagementBusinessInvesting

Listen to this Podcast

Guests Hosts Reviews Charts Talking Points

Latest Episodes

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. Matthew reflects on lessons from early experiences ... more

8 May 2026 • 59 min

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 from early internships to portfolio management and ... more

17 Apr 2026 • 1 hr 1 min

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

13 Mar 2026 • 1 hr 16 min

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

19 Dec 2025 • 55 min

Key Facts

Accepts Guests

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Memo by Howard MarksOaktree Capital Management

The Acquirers PodcastTobias Carlisle

Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert

Behind the Balance SheetStephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Yet Another Value PodcastAndrew Walker

Recent Guests

Matthew Fine

Portfolio manager, Third Avenue Management

Third Avenue Management

Episode: Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Jenny Harrington

CEO of Gilman Hill Asset Management; portfolio manager of the firm's flagship equity income strategy

Gilman Hill Asset Management

Episode: Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams

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

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 557 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

Embed These Reviews on a Website

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.

Apple Podcasts	#183	United States/Business/Investing
Apple Podcasts	#130	United Kingdom/Business/Investing
Apple Podcasts	#171	Canada/Business/Investing
Apple Podcasts	#41	Italy/Business/Investing
Apple Podcasts	#102	Australia/Business/Investing
Apple Podcasts	#116	Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Q: What advice would you give to students starting in the investment management industry?

He warns that the feedback loop in public equities is imperfect, recommending resilience, a broad learning approach, and balancing professional life with personal commitments to weather times when investing does not go well.

Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Q: How do you think about risk management and portfolio resilience given major crises over the past decades?

He emphasizes a portfolio of well-financed companies with durable balance sheets, the power of resource conversion during downturns, and readiness to act counter-cyclically to protect capital and create value across crises like 9/11, the GFC, and COVID.

Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Q: What is your view on the balance between generalist versus specialist approaches in investment teams?

He argues that for their opportunistic, diversified strategy a generalist approach is essential, with a team built to understand many different business models, geographies, and drivers, rather than being narrowly focused; depth can be achieved across many opportunities over time.

Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Q: So Matt, you're now associated with the Value Investing School, but can you tell us about the first stock you actually bought and what happened to that stock?

He recalls buying Cisco and JDS Uniphase during the internet boom because they were linked to the growth of the internet and the hype around them; he exited by needing cash to furnish his first apartment, turning a loss into a return through a deflation in personal spending rather than investment outcomes.

Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams

Q: What advice would you give to future value investing graduates entering the field?

Communicate in a human, tangible way because, in the end, clients must stay in the strategy. Beyond beating the market by a slim margin, the key is explaining the investment approach clearly and maintaining client comfort and trust even during volatile times.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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

Where can I find podcast stats for Value Investing with Legends?

Rephonic provides a wide range of podcast stats for Value Investing with Legends. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Value Investing with Legends and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Value Investing with Legends get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Value Investing with Legends, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Value Investing with Legends?

Rephonic provides comprehensive predictive audience data for Value Investing with Legends, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Value Investing with Legends have?

To see how many followers or subscribers Value Investing with Legends has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. The Acquirers Podcast
3. Capital Allocators – Inside the Institutional Investment Industry
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 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Value Investing with Legends?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Value Investing with Legends?

Rephonic pulls ratings and reviews for Value Investing with Legends from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Value Investing with Legends?

Rephonic provides full transcripts for episodes of Value Investing with Legends. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Value Investing with Legends?

Recent guests on Value Investing with Legends include:

1. Matthew Fine
2. Jenny Harrington
3. Samer Sarraf
4. Ricky Sandler
5. Robert Robotti
6. Richard Brekka
7. Amit Wadhwaney
8. Bill Ackman

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.

Try it free for 7 days