Value Investing with Legends

Publicly listed emails

valueinvesting@gsb.columbia.edu

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Corporate Athletes: Durable Competitive Advantages and Long-Term Investing

October 30, 2026

What makes a business capable of compounding earnings over decades, and how can investors recognize when its competitive advantages are changing? In today's episode, hosts Michael Mauboussin and Tano Santos welcome Jim Engle, president of John W. Bristol & Company, to explore his firm's approach to identifying "corporate athletes" with durable competitive advantages and long-term growth potential. Jim reflects on his early investing experiences, the importance of disciplined valuation, and th...

Eddie Perkin - Battling Biases and Building Better Investment Teams

July 10, 2026

In this episode, Michael Mauboussin welcomes Eddie Perkin, former Chief Investment Officer at Eaton Vance and Goldman Sachs Asset Management, to discuss the principles behind better investment decision-making. Eddie shares how his early experiences shaped his investment philosophy before examining quality value investing, behavioral biases, and the importance of process over outcomes. The conversation explores leadership, collaborative conflict, confirmation bias, portfolio construction, sell...

Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking

June 26, 2026

In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Django shares how his unconventional upbringing, experience covering banks during the Global Financial Crisis, and early exposure to Warren Buffett's letters shaped his investment philosophy. The conversation explores the origins of the capital cycle framework, how investors can identify industries ex...

Nalu Finance · Medium booking difficulty · < 100 listeners

How do I get in touch with Value Investing with Legends?

Value Investing with Legends is hosted by Tano Santos and Michael Mauboussin. Its publicly listed email is valueinvesting@gsb.columbia.edu. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Value Investing with Legends?

The publicly listed email for Value Investing with Legends: valueinvesting@gsb.columbia.edu.

How many listeners does Value Investing with Legends have?

Podseeker estimates Value Investing with Legends reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Value Investing with Legends?

Value Investing with Legends typically books industry leaders. Typical guest background: Senior portfolio managers, managing partners, investment-firm leaders, or finance academics with substantial experience applying value-investing principles and a well-developed investment framework. Common among recent guests: Leadership of established investment firms or platforms; Management of substantial investment portfolios or assets; Distinctive, evidence-based investment frameworks. Recent guests include Django Davidson, Jim Flynn, and Matthew Fine.

How hard is it to get booked on Value Investing with Legends?

High. It mostly books established leaders in its field.

What topics does Value Investing with Legends cover?

Recent episodes cover Value Investing, Investment Management, Security Analysis, Portfolio Management, and Financial Markets. Pitch an idea tied to one of these topics and mention a recent episode.

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