Value Investing with Legends
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 investme
79 episodes
Corporate Athletes: Durable Competitive Advantages and Long-Term Investing
0:00 / 58:25
7 Powers: The Foundations of Business Strategy
Hamilton Helmer
let me just circle back around and just you mentioned hamilton helmer and the book there for our listeners just to make sure is a book called seven powers ▶ tap to play from here
The Money Masters
John Train
every couple of years i re read the warren buffett chapter in the original money masters by john train ▶ tap to play from here
Competitive Advantage: Creating and Sustaining Superior Performance
Michael Porter
reading michael porter's competitive advantage framework is the standard part of our research platform ▶ tap to play from here
Personal Memoirs of U.S. Grant
Ulysses S. Grant
i just finished ulysses s grant's memoirs ▶ tap to play from here
Eddie Perkin - Battling Biases and Building Better Investment Teams
0:00 / 56:25
Robinson Crusoe
Daniel Defoe
robis crusoe of course is a book by daniel dafoe ▶ tap to play from here
The Courage to Be Disliked
Ichirō Kishimi
i'm currently reading a book called courage the courage to be disliked ▶ tap to play from here
The Quest for Value
G. Bennett Stewart III
his partner bennett stewart wrote a book called quest for value ▶ tap to play from here
Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
0:00 / 56:12
Material World: A Substantial Story of Our Past and Future
Ed Conway
a friend of mine ed conway wrote a book called the material world ▶ tap to play from here
The Bolter
Frances Osborne
a book given to me by jeremy a couple of weeks ago called the balter ▶ tap to play from here
Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
0:00 / 46:12
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
0:00 / 59:16
The Sugar King of Havana
John Paul Rathbone
i just finished a book it was pretty fun actually it was called the sugar king of havana ▶ tap to play from here
How the World Really Works
Vaclav Smil
i really liked a book by vakov smeel called how the world really works ▶ tap to play from here
Pioneering Portfolio Management
David Swensen
the probably the best investment book in my view that i maybe have ever read is david swanson's pioneering portfolio management ▶ tap to play from here
Ten Global Trends Every Smart Person Should Know About
Marian L. Tupy and Ronald Bailey
funny name called ten global trends every smart person should know about and it's a book i'm forgetting the other author's name by a guy named marian tupy ▶ tap to play from here
Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
0:00 / 61:51
Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
0:00 / 61:51
Dividend Investing
Jenny Harrington
is the author of the book dividend investing published in 2025 ▶ tap to play from here
Poor Charlie's Almanack
Peter Kaufman
i listened to recently is poor charlie's almanac ▶ tap to play from here
Pioneering Portfolio Management
David Swensen
i actually relistened to david ▶ tap to play from here
Elon Musk
Walter Isaacson
i really really loved the walter isaacson elon musk biography ▶ tap to play from here
Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
0:00 / 76:05
Barbarians at the Gate: The Fall of RJR Nabisco
Bryan Burrough and John Helyar
reading a lot of the finance books like the barbarians at the gate or myers poker and getting excited about the world ▶ tap to play from here
The Forge
unknown
i used to read a lot more financial books so things like you know the outsiders or the forge or like one up on wall street ▶ tap to play from here
One Up on Wall Street
Peter Lynch
i used to read a lot more financial books so things like you know the outsiders or the forge or like one up on wall street ▶ tap to play from here
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
William N. Thorndike
i used to read a lot more financial books so things like you know the outsiders or the forge or like one up on wall street ▶ tap to play from here
Prisoners of Geography
Tim Marshall
my favorite right now recently finished is prisoners of geography reading that book and and and seeing what's happening now ▶ tap to play from here
Can't Hurt Me
David Goggins
another one is it can't hurt me and that's more about how to challenge yourself how to fight your way through the mental blocks ▶ tap to play from here
The 100-Year Life: Living and Working in an Age of Longevity
Lynda Gratton and Andrew Scott
another third book i think it'll be the 100 year life ▶ tap to play from here
Ricky Sandler - Investing Through Perception Shifts and Market Cycles
0:00 / 55:33
Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
0:00 / 62:23
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
0:00 / 63:35
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
0:00 / 68:04
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
0:00 / 56:47
Kristin Gilbertson - Risk, Resilience, and Returns
0:00 / 50:23
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
0:00 / 55:28
Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
0:00 / 71:53
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
0:00 / 85:01
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
0:00 / 37:23
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
0:00 / 61:19
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
0:00 / 64:01
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