Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow i...
20 Jan 20231h 10min
Mitch Julis - Finding the Opportunity in Complexity
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 Heilbrunn. I've shamelessly incorporated these ideas and in...
6 Jan 20231h 21min
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
"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're delighted to welcome our first guests for the se...
16 Dec 20221h 12min
Amy Zhang - Identifying Exceptional Potential
"We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies." This is at the core of the investment philosophy of today's guest, Columbia Business...
1 Juli 202256min
Ashvin Chhabra - The Aspirational Investor
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, Ashvin Chhabra, set out to answer with the Wealth Al...
17 Juni 202257min
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
"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. In the current market environment with uncertain...
3 Juni 202250min
Allison Fisch - Unlocking Value in Emerging Markets
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 been many changes since we wrapped our last season...
20 Maj 202247min
Munib Islam - Creating Long-Term Value
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, long-term shareholder is Munib Islam. Munib is someone...
3 Dec 20211h 13min
