I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
Category: Value Investing
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?
I had the pleasure to interview Edward Chang of Pledge Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
Felix Gode, how did you compound with 15%+ in DACH?
I had the pleasure to interview Felix Gode of Alpha Star Funds. Here you can find the full video of the interview and the transcript. This conversation is also available
Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?
We had the pleasure to interview Andrew Brenton of Turtle Creek Asset Management in November 2019. Here you can find the full video and the transcript of our conversation. Tilman
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom builds his portfolio. [00:00:00] Tilman
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you can find the video and
Steve Gorelik, what are the best markets in Eastern Europe?
Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik in November 2019. In this
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
With Daniel Glaser, the man behind River Oak Capital, I had the pleasure to discuss his way into investing and the learnings of a quality investment. Here you can find
Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Here you can find the transcript of the
