Value investing
TopicHeard in 1 episode across 1 show since Jun 2026
Value investing is an investment paradigm that involves buying securities that appear underpriced by some form of fundamental analysis. The strategy derives from the investment philosophy taught by Benjamin Graham and David Dodd at Columbia Business School starting in 1928 and subsequently developed in their 1934 text Security Analysis. It focuses on identifying the intrinsic value of a stock and purchasing it at a significant discount to establish a margin of safety.
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Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 1 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What experts have said about Value investing
9 statements · 6 positive · 3 negative
Traditional deep-value investing has become associated with broken retail businesses.
“That world is gone. If you're a deep value investor, you're investing in broken retailers.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 15:28
Buying low-expectation, low-multiple companies outperforms betting on future transformations over the long run.
“if you buy low expectations, low multiples, high cash flow yields and so forth, in the long run, you do better than if you... hope for some great transformation in the future.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 1:21
Buying low-expectation stocks outperforms betting on future transformations over the long run.
“If you buy low expectations, uh, you know, low multiples, high cash flow yields and so forth, in the long run you do better than if you, uh, hope for some great transformation in the future.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 1:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
1 episode featuring Value investing, newest first
