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Value Investing with Legends
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Columbia Business School interviews on value investing.

Value Investing with Legends has 150 attributed ideas across 15 episodes; most-discussed: NKE, GOOGL, MU.

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Ideas · 7d
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Ideas · 30d
150
Ideas · all time
15
Episodes
Names this show discusses most
NKEGOOGLMUGSKSNYBKDDBK.DECLXBBYSELPLASCHW

Theses first heard here · 11

AI arms race has bubble characteristicsFIRST HEARD 19 DEC
Value investing's cyclical underperformance painFIRST HEARD 19 DEC
Focus on 18-36 month investment horizonFIRST HEARD 24 OCT
Rationality, humility, patience as key investing traitsFIRST HEARD 10 OCT
Culture as the enduring art of investingFIRST HEARD 10 OCT
Latest attributed ideas · most recent first
10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
The Robinson Crusoe exercise for compounding
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Quality-value investing yields edge over deep value
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Conviction bias undermines investment analyst objectivity
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Overcoming outcome bias via process discipline
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Independent evaluation improves investment decision-making
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Manual fundamental analysis builds indispensable analytical foundation
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Sector specialization creates edge in active investing
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Asset-value framework protects REIT investors in tops
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Active equity capital moves away from open-end funds
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Active alpha via time horizon arbitrage
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10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Prompting AI as a thesis devil's advocate
NKEOpen in Zortix →
10 JUL10 JULEddie Perkin - Battling Biases and Building Better Investment Teams
Friction mechanisms to improve sell discipline
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Saga PLC recovery thesis
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Capital cycle analysis drives multi-bagger investment ideas
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Japan balance-sheet restructuring drives ROIC expansion
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Massive AI CapEx faces severe return-on-capital hurdle
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGLOpen in Zortix →
26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Memory semiconductor consolidation structural tailwind for Micron
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Metals and mining set for multi-year capital cycle upside
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Diversification protects against capital cycle timing uncertainty
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Deep realities: identifying non-negotiable core business truths
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26 JUN26 JUNDjango Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Western supply chain and infrastructure underinvestment
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12 JUN12 JUNJim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Lowering biotech venture risk through marginal cost structures
GSKOpen in Zortix →
12 JUN12 JUNJim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Flexible capital and operational tools rescue stressed assets
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12 JUN12 JUNJim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
AI reshapes consumer-led healthcare delivery and diagnosis
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12 JUN12 JUNJim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Senior care supply squeeze drives pricing power
BKDOpen in Zortix →
12 JUN12 JUNJim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Right occupation framework in investment careers
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8 MAY8 MAYMatthew Fine - Buying Gray Clouds and Building Resilient Portfolios
Gray clouds, sunshine: buy pessimism, sell optimism
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8 MAY8 MAYMatthew Fine - Buying Gray Clouds and Building Resilient Portfolios
Balance sheet strength enables counter-cyclical resource conversion
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8 MAY8 MAYMatthew Fine - Buying Gray Clouds and Building Resilient Portfolios
Active value investing thrives amid short-termism
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8 MAY8 MAYMatthew Fine - Buying Gray Clouds and Building Resilient Portfolios
Financial strength as non-negotiable first filter
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION