Rephonic
Artwork for Value Investing with Legends

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

PublishesMonthlyEpisodes75Founded7 years ago
Number of ListenersCategories
InvestingManagementBusiness

Listen to this Podcast

Artwork for Value Investing with Legends

Latest Episodes

Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from studying biol... more

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

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

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

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.

Behind the Balance Sheet
Behind the Balance SheetStephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert
The Acquirers Podcast
The Acquirers PodcastTobias Carlisle
Business Breakdowns
Business BreakdownsColossus | Investing & Business Podcasts

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
Robert Heilbrunn Professor of Asset Management and Finance at Columbia Business School; faculty director at the Heilbrunn Center for Graham and Dodd Investing; long-standing host with deep expertise in value investing.
Michael Mauboussin
Professor at Columbia Business School; prominent value investing educator and practitioner; co-host on the show with a focus on investing frameworks and market structure.

Reviews

4.6 out of 5 stars from 559 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 States3 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 host balance with guests is insightful, though some listeners feel the interviewing could be tighter.
High-caliber guests and practical investing wisdom are repeatedly praised.
Guest suggestions and positive feedback highlight the show's educational value.
A strong resource for value investing concepts and historic market 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.

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?

A deep-dive interview series centered on value investing, combining long-horizon fundamentals with real-world portfolio experiences. Episodes feature renowned investors and academics sharing their approaches to risk, concentration, capital allocation, and the evolving market environment, including crises, monetary policy, and technology like AI. Notable throughlines include a disciplined emphasis on intrinsic value, balance-sheet strength, and the impact of behavioral finance on decision-making. The show tends to blend personal career anecdotes with rigorous investment philosophy, often illustrating concepts via concrete case studies and historical episodes. It's particularly notable for high-caliber guests from independent funds, major ass... 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. Behind the Balance Sheet
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Acquirers Podcast
4. Yet Another Value Podcast
5. Business Breakdowns

How many episodes of Value Investing with Legends are there?

Value Investing with Legends launched 7 years ago and published 75 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