Value Investing with Legends
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Latest episodes
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Eddie Perkin - Battling Biases and Building Better Investment Teams
July 10, 2026 · 56 minIn 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…
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Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
June 26, 2026 · 56 minIn 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…
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Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
June 12, 2026 · 46 minJim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from…
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Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
May 8, 2026 · 59 minIn this episode, hosts Tano Santos and Michael Mauboussin speak with Matthew Fine, portfolio manager at Third Avenue Management, about his path into investing and the firm's value-driven philosophy. Matthew reflects on lessons from early…
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Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
April 17, 2026 · 1 hr 2 minIn this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approach to dividend-focused investing. Jenny shares her journey from early internships to portfolio…
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Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
March 13, 2026 · 1 hr 16 minIn this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately founding a public equities firm focused on the…
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Ricky Sandler - Investing Through Perception Shifts and Market Cycles
December 19, 2025 · 56 minRicky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spanning over three decades in long-short investing. Starting with stories from his upbringing and early…
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Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
November 21, 2025 · 1 hr 2 minRobert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With deep roots in accounting and formative experiences auditing firms like Tweedy, Browne, Bob…