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 rational basis for investment decisions. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Value investors’ success over the second half of the twentieth century proved not only the validity of the value approach, but its preeminence over even the most widely taught and practiced modern investment theory, which was developed in the 1950s and ’60s and remains dominant even today.
Our mission today is to promote the study and practice of Graham & Dodd’s original investing principles and to improve investing with world-class education, research, and practitioner-academic dialogue. In this podcast you will hear from some of the world’s greatest investors, their views on the investment management industry, how they developed their investment process and how they see the field changing over time.
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Kristin Gilbertson - Risk, Resilience, and Returns
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2025-08-29
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Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
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2025-08-01
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Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
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2025-07-25
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Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
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2025-07-11
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Phil Ruvinsky - Sustainable Competitive Advantages in Technology
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2024-07-12
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Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
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2024-06-28
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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
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2024-06-14
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James Bessen - Understanding the Tech Paradigm
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2024-05-31
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Jan Hummel - Deep Diligence at Paradigm Capital
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2024-05-17
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Todd Combs - Charlie Munger's Legacy
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2024-05-03
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Kim Lew - The Dynamics of Risk Management and Asset Allocation
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2023-12-29
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John Armitage - Navigating Macroeconomic Shifts
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2023-12-15
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Nicolai Tangen - Decision-Making and Intuition in Investing
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2023-11-24
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John Rogers - The Power of Patience
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2023-11-10
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Sheldon Stone - Liquidity, Covenants, and Capital Availability
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2023-10-27
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Ray Dalio - Risk, Return, and Asset Allocation
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2023-10-13
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Fireside Chat with Tom Gayner, Markel Corporation
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2023-03-31
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Scott Hendrickson - An Unmasking of Quality
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2023-03-17
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Bill Nygren - Fundamental Investing From A Generalist’s Perspective
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2023-03-03
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Angela Aldrich - Developing A Differentiated View
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2023-02-17
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