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Value Investing with Legends

Auteur(s): Columbia Business School
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  • Résumé

  • 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.
    © 2019 Columbia Business School
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Épisodes
  • Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance

    Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
    Jun 28 2024
    In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate dynamics of global technology regulation. Anu is recognized for her deep expertise in international economic law. Her pivotal books "The Brussels Effect" and "Digital Empires" explore how significant regions like the US, EU, and China shape technological standards worldwide. The conversation probes the complexities of regulating big tech companies across different legal and political landscapes, highlighting the significant influence of European regulations on global markets. She also touches on the impact of regulatory practices on innovation, the challenges of enforcing extensive digital laws, and the future trajectory of global tech governance. This episode offers a comprehensive look into the power struggles and cooperative efforts that define international technology regulation and much more! Key Topics: Introduction to Anu Bradford and her background (04:01)The unique position of the EU in global regulatory practices and its impacts (10:48)Detailed exploration of "The Brussels Effect" and its significance (12:56)Global market influence through regulatory strategies (17:02)The challenges and methodologies of tech regulation in the EU, US, and China (31:55)The role of data security and privacy in international relations and tech regulation (43:06)Future challenges and directions in global technology regulation (52:47)The preservation of liberal democracy in the digital age (54:51)Anu's book recommendations (58:56)And much more! Mentioned in this Episode: Digital Empires: The Global Battle to Regulate Technology by Anu Bradford The Brussels Effect: How the European Union Rules the World by Anu Bradford Chip War: The Quest to Dominate the World's Most Critical Technology by Chris Miller Underground Empire: How America Weaponized the World Economy by Henry Farrell and Abraham Newman High Wire: How China Regulates Big Tech and Governs Its Economy by Angela Huyue Zhang Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
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    1 h et 1 min
  • Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

    Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
    Jun 14 2024

    In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced perspective on digital versus analog platforms, competitive strategies, and the evolving landscape of technological advancements. The conversation uncovers the myths surrounding platform businesses and their impact on the economic principles that govern market dynamics. Jonathan also discusses the implications of regulatory frameworks and their intersection with business strategies in shaping industries and so much more!

    Key Topics:

    • Jonathan Knee's background and expertise in media and technology (01:40)
    • The initial impetus behind writing "The Platform Delusion" and the misconceptions it addresses (13:14)
    • Definitions and the real economic underpinnings of platform businesses (17:52)
    • Competitive advantages and the robustness of network effects in digital platforms (35:02)
    • Exploring the sustainability of various business models within tech giants like Meta and Google against emerging technologies (44:51)
    • Insights into the strategic decisions that have fortified Apple's market position over the years (48:38)
    • The impact of generative AI on existing business ecosystems and future market trends (55:36)
    • Societal and technological transformations influencing today's business environment (58:55)
    • Jonathan’s book recommendations (01:01:30)
    • And much more!

    Mentioned in this Episode:

    • Evercore Partners
    • Columbia Business School
    • The Platform Delusion by Jonathan Knee
    • Small Things Like These by Claire Keegan

    Thanks for Listening!

    Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.

    Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
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    1 h et 4 min
  • James Bessen - Understanding the Tech Paradigm

    James Bessen - Understanding the Tech Paradigm
    May 31 2024
    In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving into the intricacies of technological advancement and market dynamics, Bessen shares his insights on the evolving landscape of competition and innovation. The discussion highlights the impact of proprietary software on industry disruption, exploring the significant shift from mass production to mass customization facilitated by technology. This episode not only provides a deep dive into the challenges and opportunities presented by the digital age but also prompts a reflection on the future of value investing in a tech-dominated world and so much more! Key Topics: Welcome to Season 10 of Value Investing with Legends (0:20)Exploring the concept of barriers to entry in value investing (1:05)James Bessen discusses technology's economic impact (3:15)Analysis of the decline in economic disruption despite technological growth (5:10)Impact of proprietary software on industry stability and market concentration (6:35)Historical perspective on technology's influence on the economy (8:25)The role of proprietary software in shaping competitive dynamics (10:30)The transition from mass production to mass customization in retail (12:05)Walmart’s evolution and strategy in retail sector dynamics (14:20)Discussion on the concept of skill premium and technological advancements (24:55)Artificial intelligence’s influence on market dynamics and job skills (26:10)Examining the pace and implications of innovation diffusion (31:00)Regulatory challenges and tech dominance in the market (34:10)Concentration of innovation and its economic implications (36:20)James’ book recommendations (43:10)And much more! Mentioned in this Episode: The New Goliaths: How Corporations Use Software to Dominate Industries, Kill Innovation, and Undermine Regulation by James Bessen Learning by Doing: The Real Connection between Innovation, Wages, and Wealth by James Bessen The Great Reversal: How America Gave Up on Free Markets by Thomas Philippon The Lever of Riches: Technological Creativity and Economic Progress by Joel Mokyr Worldly Philosopher: The Odyssey of Albert O. Hirschman by Jeremy Adelman Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
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    46 min
Développement commercial et entrepreneuriat Gestion et leadership Finances personnelles Économie
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