In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/
Archives: Episodes
What are ABO Wind’s best markets, CEO Karsten Schlageter?
In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following:00:00 Intro00:35 Welcome
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the
Why do you own so much stock of HomeToGo, Steffen Schneider?
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following:00:00
Why is Gruppo Mutui Online so different today, Marco Pescarmona?
Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the
Can HomeToGo win in booking & SaaS, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following:00:00 Intro00:47 Introducing Steffen Schneider of HomeToGo01:13
What are VNV Global’s chances after the Babylon fail, Per Brilioth?
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following:00:00
Matthew Brown, why have you built a free research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following:00:00
How have you built Tsai Capital with & against family, Chris Tsai?
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. Here you can find
The youngest quality manager? A talk with Shaurya Gupta
I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We have
