Value Investing with Legends
Value investing is more than an investment strategy — it's a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS '21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investme
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“Let me just circle back around and just you mentioned Hamilton Helmer and the book there for our listeners just to make sure is a book called Seven Powers”
“Every couple of years I re read the Warren Buffett chapter. In the original Money Masters by John Train”
“reading Michael Porter's competitive advantage framework is the standard part of our Research platform”
“I'm currently reading a book called Courage the courage to be disliked”
“His partner Bennett Stewart wrote a book called Quest for Value”
“A friend of mine, Ed Conway, wrote a book called The Material World”
“I just finished a book. It was pretty fun, actually. It was called The Sugar King of Havana”
“I really liked a book by Vakov Smeel called How the World Really Works”
“the probably the best investment book, in my view, that I maybe have ever read is David Swanson's pioneering portfolio management”
“funny name called Ten Global Trends Every Smart Person Should Know About. And it's a book. I'm forgetting the other author's name by a guy named Marian Tupy”
“is the author of the book, Dividend Investing, published in 2025”
“reading a lot of the finance books, like The Barbarians at the Gate or Myers Poker and getting excited about the world”
“I used to read a lot more financial books. So things like, you know, The Outsiders or The Forge or like one up on Wall Street”
“I used to read a lot more financial books. So things like, you know, The Outsiders or The Forge or like one up on Wall Street”
“I used to read a lot more financial books. So things like, you know, The Outsiders or The Forge or like one up on Wall Street”
“my favorite right now recently finished is Prisoners of Geography. reading that book and and and seeing what's happening now”
“Another one is it can't hurt me and that's more about how to challenge yourself, how to fight your way through the mental blocks”
“Another third book, I think it'll be The 100 Year Life”
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