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Posts by category
- Category: African investors
- Investing in Africa and other Emerging Markets, Axel Krohne?
- Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
- Joel Cohen, what is MITIMCo looking for in Emerging Managers?
- What do allocators look for in Emerging Managers? A panel
- How does Creditas contribute to VEF’s success, Dave Nangle?
- How investing global, Pavel Begun of 3G Capital Management?
- Piet Mouton, how did you build the South African PSG Group?
- David Nangle, will Creditas be a ten-bagger for VEF?
- Rudi van Niekerk, why are you digging for investing diamonds in SA?
- Bolloré: Investing in Music Streaming & African Growth at the same time?
- Value Investing in Emerging Markets? Interview with expert Axel Krohne
- Videos of the International Value Investing Conference 2018
- Category: Allocators
- Category: American investors
- Why do you like Nvidia & Airbnb, Will Kim (Apsis Capital)?
- Markel Omaha Brunch 2024 Transcript
- Chris Waller (Plural Investing): Why do you like TerraVest stock?
- Matthew Brown, why a research management system?
- Shaurya Gupta, are you the youngest quality manager?
- How have you built Tsai Capital with & against family, Christopher Tsai?
- Joshua Collinsworth, what are opportunities in health care services?
- Christopher Tsai, what is your investing goal?
- Tom Gayner, how do you build Markel?
- What are challenges of Emerging Managers?
- What chances does investing in metals offer, Anthony Young?
- Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?
- Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons
- How does Stone House invest super concentrated, Mark Cohen?
- Dev Kantesaria, what is your formula for quality investing?
- Soo Chuen Tan, what did you learn from building Discerene Group?
- David Iben, why are you investing globally at Kopernik?
- Dave Iben, why do you invest in hydro power, uranium & gold?
- Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?
- How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock
- Richard Howe, how to invest in spin-offs and special situations?
- Dennis Hong, how does ShawSpring Partners define ecosystem control?
- Per Brilloth, what is the plan for Babylon Health stock?
- Nick Devlin, how does Naked Wines show strength now?
- 20% returns annually over 21 years: What is Turtle Creek’s secret sauce?
- Chris Mayer, how to hunt 100 baggers?
- Christopher Tsai, is investing an art? Insight of a good investor
- The art of interviewing with In Practise (Will Barnes & Will Oliver)
- Alex Kopel, how do you invest in change at Rowan Street Capital?
- Joe Frankenfield, how do you marry Growth and Value Investing?
- From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm
- What do great investments share, Thatcher Martin (Spree Capital)?
- Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
- Fred Liu, what are the benefits of sharing secrets as an investor?
- Do you want to start an investment business? Watch Guy Spier’s advice
- What matters in 10 years? Cliff Sosin on culture & information gathering
- Dennis Hong, how did you build ShawSpring Partners?
- How to generate ideas? A talk with outperforming Value Investor Cliff Sosin
- How much Fred Liu is in Hayden Capital? A talk with the investor
- Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?
- Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?
- Greggory Warren, how is Berkshire Hathaway’s culture?
- Eric Markowitz & Dan Crowley, how is Nightview Capital investing?
- The value in saying “No”
- Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
- Steve Gorelik, what are the best markets in Eastern Europe?
- What does scale mean for Naked Wines? A talk with CEO Nick Devlin
- Rowan Gormley, is Naked Wines a mousetrap for the wine market?
- Mark Walker, why invest in Trupanion?
- This is not in their promotional material! Why it is foolish to invest in Miami
- Andrew Rosenblum, are one or two good investments per year enough?
- Network intensely! An interview with Dennis Hong & Fred Liu
- Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
- Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
- Dennis Hong: Love of businesses, competition in China & dogs in investing
- We give you our Berkshire Hathaway Shareholders’ Meeting photos
- How is the Berkshire Hathaway Shareholders Meeting without Corona?
- Why are Alphabet and Facebook Online Advertising Powerhouses?
- Michael Maboussin – Director of Research, BlueMountain Capital
- James "Jamie" Dinan interviewed by Oliver Michael Weinberg
- Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
- Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
- A panel with Victor Khosla, Robert Koenigsberger, Andrew J. Herenstein
- Barbara Ann Bernard, Wincrest Capital, interviewed
- Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019
- Rupal Bhansali (CIO of Ariel Investments) "Non-consensus investing"
- Swen Lorenz: Ideas & wisdom from the Project Punch Card Conference
- Value Investing & Gold – How does that fit? An interview with Caesar Bryan
- The Real Secret About Why Corporate Mergers Fail
- Investors on the Climate Crisis: The Floriabubble & Questions on Food Security
- How did Clifford Sosin achieve over 30%+% return over several years?
- Our Journey to Warren Buffett: The Berkshire Hathaway Video Collection
- What were Warren Buffett’s mistakes? Our Annual Meeting special
- Category: Asian investors
- Why do you like Andon & Gongniu, Xin Wu (Banyan Partners)?
- Why are Youngone & Hyundai Motor interesting, Chan H. Lee & Albert Yong?
- Gokul Raj P. – Special Situations, Right Issues, and Tender Offers
- Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?
- Compounding in South Korea with Chan H. Lee & Albert H. Yong (Petra Capital Management)?
- How to invest in India, Gokul Ray P.?
- Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
- How to compound in the Nordics, Daniel Glaser of River Oak Capital?
- Category: European investors
- Sam Hollanders (Chess Capital), why do you like Cake Box?
- Theron de Ris (Sorengo Partners), why do you like Jet2Airways?
- Why do you like Alpha Group PLC stock, Dede Eyesan?
- What are VNV Global’s chances in 2024, Per Brilioth?
- Guy Spier, what is your advice for Emerging Managers?
- How has RV developed? Andreas Lechner & Rob Vinall answer
- Guy Spier, how would you invest 1 million $ in China?
- Matthias Riechert, what is your compounding concept?
- What happened since 2021, Guy Spier?
- Marko Graßmann, what is the goal of the Alpha Star Europa fund?
- Axel Krohne, why are you looking for crisis?
- What is the laser champion LPKF planning, Christian Witt?
- Is Georgia Capital a deep value compounder, Steve Gorelik?
- Wolfgang Grenke, how do you build an MDAX company?
- Focus Entertainment, winning with Aliens & Warhammer games?
- Marco Pescarmona, how did Gruppo Mutui Online grow?
- What are the best capital allocators in Eastern Europe, Steve Gorelik?
- Marc Appelhoff, how does Home24 build the furniture e-commerce future?
- Rob Vinall’s Q&A: building RV Capital, Carvana, Prosus & more
- How to best invest in Germany, Roger Peeters of pfp-ADVISORY?
- 2G Energy: A solution for Europe’s energy crisis, Friedrich Pehle?
- About You’s Scayle, can it outcompete SAP and Salesforce, Tarek Müller?
- Tarek Müller, how does About You want to become successful?
- Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S
- Robert Vinall, what makes a good investment process?
- Robert Vinall, what is currently your biggest challenge?
- How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?
- Philipp Haas, on building a fund with good performance & social media
- Karsten Schlageter – How are you building the energy future at ABO Wind?
- Guy Spier, what has a bar to do with finding investment ideas?
- How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
- Felix Gode, how did you compound with 15%+ in DACH?
- How to evaluate good management, Rob Vinall (RV Capital)?
- Per Brilioth at VNV Global – the tech investor you never heard of
- What did I learn from Guy Spier (Aquamarine Capital)?
- Wirecard, Enron and what investors can learn from fraudulent businesses
- What did I learn at the RV Capital Meeting in Engelberg?
- Berlin Green Investment Summit 2019: The videos
- New quantum leaps in battery and solar cost?
- What can you learn from Value Investor Robert Vinall?
- Our best investment mistakes and learnings
- Value Investing in Eastern Europe: Insights by Steve Gorelik
- Value Investing in Poland: Insights by Adrian Kowollik
- What does Artificial Intelligence (AI) do on the stock market? The example of ACATIS Investment
- The green industrial revolution
- Interview with Value Investor Jochen Wermuth
- Category: Investing events
- Category: Investing resources
- Category: Understanding businesses
- Is va-Q-tec a European energy champion, Joachim Kuhn?
- Wie haben Sie die Grenke AG aufgebaut, Wolfgang Grenke?
- Darryl Rawlings, what is Trupanion doing to win the pet insurance market?
- How does Spotify win the creators, Jeremy Deal?
- How does Spotify become the audio platform, Sleepwell & Jeremy Deal?
- How well is Spotify positioned in the audio market, Jeremy Deal?
- Good Investing Links: Concepts, Housing and China
- Good Investing Links: High-Quality Investing Analysis & 2020 reviews
- Good Investing Links: Tech & Quality Company Write-Ups
- The Twitter stock – a good investment for value investors?!
- Category: American stocks
- Category: Australian stocks
- Category: European stocks
- What are ABO Wind stock’s best markets, Karsten Schlageter?
- Karsten Schlageter, why is ABO Wind becoming ABO Energy?
- Why do you own so much HomeToGo stock, Steffen Schneider?
- Marco Pescarmona, are you Italy’s best capital allocator?
- Can HomeToGo as a SaaS offer, Steffen Schneider?
- Thomas Triska, is Vossloh on track to outgrow expectations?
- Sebastian Grabmaier, can JDC digitize the Germany’s insurances?
- Irakli Gilauri, is Georgia Capital a chance to invest in quality?
