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Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
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 highest-quality companies around the globe and investing for the long haul and with a business
C.T. Fitzpatrick: Value Investing in Times of Deep Distress
Today's conversation is with C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer at Vulcan Value Partners. C.T. founded Vulcan in 2007 and since then, all five strategies have peer rankings in the top 1% of value ma
Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
Today's conversation is with Michael Mauboussin, Head of Consilient Research at Counterpoint Global. Before joining Counterpoint Global, Michael was the Director of Research at BlueMountain Capital Management in New York and previously the
Francisco García Paramés - Value Investing for the Long Term Guest
Today's conversation is with Francisco García Paramés, chairman and chief investment officer at Cobas Asset Management, which he founded in 2016. Before founding Cobas, Francisco was with Bestinver for over 25 years. During that time, he bu
David Samra - Leveraging Fundamentals to Remain Relevant
Today's conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan International Value Fund, which he has ma
Bruce Greenwald - Staying on the Right Side of the Trade
Today's conversation is with Professor Bruce Greenwald, guru to Wall Street's gurus. Bruce is the Robert Heilbrunn Professor of Finance and Asset Management Emeritus at Columbia Business School and is the former Academic Director of the Hei
Matthew McLennan - The Power of Selectivity and Patience
Today's conversation is with Matthew McLennan, head of the Global Value team and a portfolio manager of the Global Value, International Value, US Value and Gold strategies at First Eagle Investment Management, where host Tano Santos also wo
Joel Greenblatt - Investing Off the Beaten Path
Today's conversation is with Joel Greenblatt, Founder and Managing Partner of Gotham Asset Management. Since founding Gotham in 1985, Joel and his partner Robert Goldstein have developed the firm into a large asset management company, well
Leon Cooperman - Looking For More For Less
of Omega Advisors. After getting his MBA from Columbia Business School, Leon joined Goldman Sachs as a Junior Analyst and ultimately built up Goldman Sachs' asset management division, GSAM. In 1991 Leon decided to follow his passion for mon
Ross Glotzbach - The Power and Strength of Experience
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, the firm founded by Mason Hawkins over 40 years ago. Ross is also the co-portfolio manage
Jenny Wallace - Identifying Value at the Summit
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 to the interaction of value investing and the market at large. Jenny is the co-founder of
Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
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're talking about the 5x5x5 Student Investment Fund and having a deep discussion about some
Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
Today's conversation is with international value investor, Jean-Marie Eveillard. As portfolio manager of the Société Générale International Fund, later becoming the First Eagle Global Fund, where he returned an annualized 15% for over 25 ye
Christopher Davis - Investing with Curiosity
Today's conversation is with the Chairman of Davis Advisors, Christopher Davis. Christopher oversees approximately $30 billion of client assets worldwide. Christopher currently serves as CEO and Portfolio Manager and Davis Advisors continue
David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing
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 Portfolio Manager of Abrams Capital, an investment firm that he founded in 1999. Abrams Cap
Michael Mauboussin - Overcoming Biases for Effective Decision-Making
Today's conversation is with one of the finest intellectual investors and academic at heart, Michael Mauboussin. Michael is the Director of Research at BlueMountain Capital Management in New York and was formerly the Head of Global Financia
Tom Russo - The All-Important Power of Consumer Brands
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 Semper Vic partnerships, and he oversees more than $9 billion through separately managed a
Mario Gabelli - Welcome to Value Investing with Legends!
Today's conversation is with the legendary Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administra
