Markets
May 2025
63 minutes

TIP725: First Principles of Valuation w/ Tim Koller

We Study Billionaires

The leader author of Valuation: Measuring and Managing the Value of Companies walks through how companies create shareholder value, what […]

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Portfolio Management
July 2021
55 minutes

Rob Arnott on Inflation, Bubbles and the Future of Value Investing

Rob Arnott discusses inflation risks, how to identify asset bubbles, and why value investing’s struggles may not be explained by […]

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Markets
July 2021
78 minutes

Tobias Carlisle — Realism Over Idealism in Value

Tobias Carlisle discusses why value investing has struggled, how definitions of cheapness matter, and the challenges of shorting and investing […]

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