Dec 17, 2020
Value Investing and Specialization with Bruce Greenwald
Season 00 | Episode 17
In this episode, host Randy C. Norton speaks with the Robert Heilbrunn Professor Emeritus of Asset Management and Finance at Columbia, Bruce Greenwald, about the ins and outs of complex value investing, the importance of being a specialized investor, and the unique opportunities provided by investing in local monopolies.
(1:24) What is the economics of
information?
(3:19) What
Bruce is most proud of
(7:25) Information summary of Bruce’s book
(11:06) "Understanding value means understanding growth.
(11:49) "You better be well informed, and to be well informed, you
need to specialize."
(20:58) The relationship between inflation and
success in business
(22:11) How specialization is
essential
(25:18) The
value of specializing in local monopolies
(33:21) Is ESG going to be the way of the
future?
(34:21) Bruce’s
biggest wish for MultiGreen
Additional Mentions
Columbia Business
School
The Heilbrunn Center for Graham & Dodd
Investing
Adam Smith and the Pin
Factory
Value Investing: From Graham to
Buffett and Beyond by
Bruce Greenwald
Intel
WD40
Amazon
Netflix
Warren Buffett
Tesla
Coca
Cola
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