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Value Investing with Legends

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Activity Overview

Episode publication activity over the past year

Episodes

Investing in the GCC: Private Equity Discipline in Public Markets

13 Mar 2026

Contributed by Lukas

In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and CIO of Amwal Capital Partners, about his journey from engineering and c...

Ricky Sandler - Investing Through Perception Shifts and Market Cycles

19 Dec 2025

Contributed by Lukas

Ricky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spanning over thr...

Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey

21 Nov 2025

Contributed by Lukas

Robert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With d...

Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages

07 Nov 2025

Contributed by Lukas

In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known world of se...

Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline

24 Oct 2025

Contributed by Lukas

Amit Wadhwaney, founding partner and portfolio manager at Moerus Capital Management, joins hosts Tano Santos and Michael Mauboussin to trace his unort...

Bill Ackman - Evolving Investment Playbook, From MBIA to Moats

10 Oct 2025

Contributed by Lukas

Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his investing ...

Kristin Gilbertson - Risk, Resilience, and Returns

29 Aug 2025

Contributed by Lukas

In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of ...

Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

01 Aug 2025

Contributed by Lukas

In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential prac...

Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies

25 Jul 2025

Contributed by Lukas

In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Busine...

Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies

11 Jul 2025

Contributed by Lukas

In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons ...

Phil Ruvinsky - Sustainable Competitive Advantages in Technology

12 Jul 2024

Contributed by Lukas

In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental...

Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance

28 Jun 2024

Contributed by Lukas

In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization ...

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

14 Jun 2024

Contributed by Lukas

In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at C...

James Bessen - Understanding the Tech Paradigm

31 May 2024

Contributed by Lukas

In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy R...

Jan Hummel - Deep Diligence at Paradigm Capital

17 May 2024

Contributed by Lukas

In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimens...

Todd Combs - Charlie Munger's Legacy

03 May 2024

Contributed by Lukas

In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is...

Kim Lew - The Dynamics of Risk Management and Asset Allocation

29 Dec 2023

Contributed by Lukas

Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the B...

John Armitage - Navigating Macroeconomic Shifts

15 Dec 2023

Contributed by Lukas

In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chi...

Nicolai Tangen - Decision-Making and Intuition in Investing

24 Nov 2023

Contributed by Lukas

In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nico...

John Rogers - The Power of Patience

10 Nov 2023

Contributed by Lukas

John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with...

Sheldon Stone - Liquidity, Covenants, and Capital Availability

27 Oct 2023

Contributed by Lukas

Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled...

Ray Dalio - Risk, Return, and Asset Allocation

13 Oct 2023

Contributed by Lukas

Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on un...

Fireside Chat with Tom Gayner, Markel Corporation

31 Mar 2023

Contributed by Lukas

Today's conversation is a special one. I'm delighted to share my fireside chat with Markel Corporation's Tom Gayner from our 26th Annual CSIMA Confere...

Scott Hendrickson - An Unmasking of Quality

17 Mar 2023

Contributed by Lukas

When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That's why today's guest, Scott Hendrickson, heavil...

Bill Nygren - Fundamental Investing From A Generalist's Perspective

03 Mar 2023

Contributed by Lukas

With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With ov...

Angela Aldrich - Developing A Differentiated View

17 Feb 2023

Contributed by Lukas

One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the ...

Charley Ellis - The Evolution of the Asset Management Industry

03 Feb 2023

Contributed by Lukas

Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in t...

Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

20 Jan 2023

Contributed by Lukas

Success comes from value creation.    For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sel...

Mitch Julis - Finding the Opportunity in Complexity

06 Jan 2023

Contributed by Lukas

To be a good value investor, you must be a good credit analyst.   Over the years, I learned so much from the many investors I've met through Heilbrun...

Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk

16 Dec 2022

Contributed by Lukas

"Right next to the really cheap junk, there are some really cheap gems."   Welcome to a new season of the Value Investing with Legends podcast!   We...

Amy Zhang - Identifying Exceptional Potential

01 Jul 2022

Contributed by Lukas

"We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies."   This is at the core of the invest...

Ashvin Chhabra - The Aspirational Investor

17 Jun 2022

Contributed by Lukas

How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals?   That's what today's guest, A...

Abby Joseph Cohen - Blending the Quantitative with the Qualitative

03 Jun 2022

Contributed by Lukas

"The data is the data, and that's it."   As a model user, it's easy to get hyperfocused on quantitative data but reality requires a broader approach....

Allison Fisch - Unlocking Value in Emerging Markets

20 May 2022

Contributed by Lukas

Welcome back to Season 7!   From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have...

Munib Islam - Creating Long-Term Value

03 Dec 2021

Contributed by Lukas

Time arbitrage is one of the biggest behavioral advantages an investor can have.   Joining us today to talk about what it means to be an engaged, lon...

Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

12 Nov 2021

Contributed by Lukas

Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns.   Today we're continuing our examina...

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

29 Oct 2021

Contributed by Lukas

In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward.   Transformational activism in...

5x5x5 Russo Student Investment Fund: Class of 2021

15 Oct 2021

Contributed by Lukas

Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way.   Through the 5x5x5 Russ...

Chris Davis - A Multifaceted Perspective on Financial Services

01 Oct 2021

Contributed by Lukas

A year and a half into the pandemic, a lot has changed in the investment landscape.   Individual investors have been empowered, economies reacted in ...

The Art of Fund Management with Chase Sheridan & Will Pan

17 Sep 2021

Contributed by Lukas

Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of interviews wit...

Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

09 Apr 2021

Contributed by Lukas

Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investi...

Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

26 Mar 2021

Contributed by Lukas

One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example...

Elizabeth Lilly - Embodying the Principles of Value Investing

12 Mar 2021

Contributed by Lukas

The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from...

Anna Nikolayevsky - The Value of Independent Thought

26 Feb 2021

Contributed by Lukas

Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm's financ...

David Marcus - Developing a 3D Perspective of Investing

12 Feb 2021

Contributed by Lukas

Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting...

Samantha Greenberg - Recognizing True Asymmetry

29 Jan 2021

Contributed by Lukas

Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to explain toget...

Mohnish Pabrai - The Value of Continuous Learning

15 Jan 2021

Contributed by Lukas

There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What's surpris...

Jan Hummel - The Rare Advantage of Real-World Experience

04 Dec 2020

Contributed by Lukas

Modern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. Today's guest, Jan Hummel, is a f...

Howard Marks - Successful Investing Through Buying Things Well

20 Nov 2020

Contributed by Lukas

The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on tho...

The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey

16 Oct 2020

Contributed by Lukas

Today's conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partne...

Rishi Renjen - Evolving Your Investment Process

02 Oct 2020

Contributed by Lukas

Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a M...

Richard Lawrence - Investing in Superior Businesses

18 Sep 2020

Contributed by Lukas

With the COVID-19 crisis dominating our spring semester, the focus of the podcast shifted slightly, and we had several conversations with distinguishe...

Learning from Five Years of the 5x5x5 Russo Student Investment Fund

04 Sep 2020

Contributed by Lukas

Welcome back to a new season of the show! Our first conversation is going to be a little different as we'll be talking about this year's picks for the...

Kim Shannon - Value Investing - Bringing it All Together

22 May 2020

Contributed by Lukas

Today's conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Manage...

Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital

17 Apr 2020

Contributed by Lukas

Today's conversation is with Dan Davidowitz and Jeff Mueller of Polen Capital, which is a firm that is dedicated to researching and analyzing the high...

C.T. Fitzpatrick: Value Investing in Times of Deep Distress

03 Apr 2020

Contributed by Lukas

Today's conversation is with C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer at Vulcan Value Partners. C.T. founded Vulca...

Michael Mauboussin – Investing in times of (the Coronavirus) Crisis

23 Mar 2020

Contributed by Lukas

Today's conversation is with Michael Mauboussin, Head of Consilient Research at Counterpoint Global. Before joining Counterpoint Global, Michael was t...

Francisco García Paramés - Value Investing for the Long Term Guest

20 Mar 2020

Contributed by Lukas

Today's conversation is with Francisco García Paramés, chairman and chief investment officer at Cobas Asset Management, which he founded in 2016. Be...

David Samra - Leveraging Fundamentals to Remain Relevant

06 Mar 2020

Contributed by Lukas

Today's conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team....

Bruce Greenwald - Staying on the Right Side of the Trade

20 Dec 2019

Contributed by Lukas

Today's conversation is with Professor Bruce Greenwald, guru to Wall Street's gurus. Bruce is the Robert Heilbrunn Professor of Finance and Asset Mana...

Matthew McLennan - The Power of Selectivity and Patience

29 Nov 2019

Contributed by Lukas

Today's conversation is with Matthew McLennan, head of the Global Value team and a portfolio manager of the Global Value, International Value, US Valu...

Joel Greenblatt - Investing Off the Beaten Path

15 Nov 2019

Contributed by Lukas

Today's conversation is with Joel Greenblatt, Founder and Managing Partner of Gotham Asset Management. Since founding Gotham in 1985, Joel and his par...

Leon Cooperman - Looking For More For Less

01 Nov 2019

Contributed by Lukas

of Omega Advisors. After getting his MBA from Columbia Business School, Leon joined Goldman Sachs as a Junior Analyst and ultimately built up Goldman ...

Ross Glotzbach - The Power and Strength of Experience

18 Oct 2019

Contributed by Lukas

Today's conversation is with Ross Glotzbach, the CEO and Head of Research at one of the great names in value investing, Southeastern Asset Management,...

Jenny Wallace - Identifying Value at the Summit

04 Oct 2019

Contributed by Lukas

Today's conversation is with Jennifer Wallace, a wonderful expositor to the main ideas of value investing, but also a very deep thinker when it comes ...

Connecting Theory and Practice Through The 5x5x5 Student Investment Fund

26 Jul 2019

Contributed by Lukas

Today's conversation is with Tom Russo, the master of consumer brand investing, and two of our best students, Jeffrey Johnson and Michael Allison. We'...

Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing

12 Jul 2019

Contributed by Lukas

Today's conversation is with international value investor, Jean-Marie Eveillard. As portfolio manager of the Société Générale International Fund, ...

Christopher Davis - Investing with Curiosity

28 Jun 2019

Contributed by Lukas

Today's conversation is with the Chairman of Davis Advisors, Christopher Davis. Christopher oversees approximately $30 billion of client assets worldw...

David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing

14 Jun 2019

Contributed by Lukas

Today's conversation is with investor David Abrams, who was described by the Wall Street Journal as a "one man wealth machine." David is the CEO and P...

Michael Mauboussin - Overcoming Biases for Effective Decision-Making

31 May 2019

Contributed by Lukas

Today's conversation is with one of the finest intellectual investors and academic at heart, Michael Mauboussin. Michael is the Director of Research a...

Tom Russo - The All-Important Power of Consumer Brands

17 May 2019

Contributed by Lukas

Today's conversation is with the master of consumer brand investing, Tom Russo. Tom is the Managing Member of Gardner Russo & Gardner LLC, Partner at ...

Mario Gabelli - Welcome to Value Investing with Legends!

16 Apr 2019

Contributed by Lukas

Today's conversation is with the legendary Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in ...