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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