In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. We have discussed the following topics:
Author: Tilman Versch
Tilman Versch founded Good Investing and a very enthusiastic, long-term investor. Over the last few years, he has taught himself important investing concepts and shared his learning journey publicly. He tries to combine a positive societal and ecological impact with his investments.
Tom Gayner, how do you build Markel?
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built
How has RV developed? Andreas Lechner & Rob Vinall answer
During our yearly investor Q&A investors and potential investors of RV Capital have the chance to ask us their questions. We, Rob Vinall and Andreas Lechner will give our detailed
Thomas Triska, is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported
What are challenges of Emerging Managers?
What are the challenges of Emerging Managers? On this panel Rom Wilson of ACM Capital Management, Txomin Zaratiegui Osés of Arlas Capital and Pratyush Rastogi of Farrer Wealth Advisors are
Guy Spier, how would you invest 1 million $ in China?
Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following topics: Introduction [00:00:00] Tilman Versch: In this interview,
Matthias Riechert, what is your compounding concept?
Matthias Riechert of P&R Investment Management was the first guest during the Emerging Managers Day of the RV Capital Meeting 2023. As a service for our readers, we are sharing
What happened since 2021, Guy Spier?
Guy Spier is back! 3 years after our first interview, I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. Please find all
Jacob McDonough, how is Warren Buffett’s capital allocation?
Jacob McDonough (his Twitter) has written a very interesting book: Capital Allocation: The Financials of a New England Textile Mill. During the RV Capital Meeting 2023, we could chat about
What chances does investing in metals offer, Anthony Young?
Following the Paris Agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital,
