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Value Investing with Legends

Sep 17, 2021

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 with remarkable investors.

 

I have loved the opportunity to host these interviews myself but from the very beginning, I felt that you would benefit from having another...


Apr 9, 2021

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 investing, there’s a crop of activist investors who are now embracing their role in engaging management in various ways, whether to improve operational performance, address...


Mar 26, 2021

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 of this is the new generation of activist investors in Europe.

Students of mine have heard me say for some time that Europe has been ripe for activism. I believe that...


Mar 12, 2021

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 our guest today, Elizabeth Lilly.

Beth embodies the principles and practices of value investing like very few people do. She makes investing look easy and her lecture...


Feb 26, 2021

Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm’s financials and prospects, while the structural side puts that analysis in the specific context of the industry as well as the economy at large. Our guest, Anna Nikolayevsky,...