We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin. We have
Archives: Episodes
Joshua Collinsworth, what are chances in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing
What is your advice for Emerging Managers, Guy Spier?
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment
Tom Gayner, how are you building Markel? A CEO interview
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
Is Vossloh on track to outgrow expectations, Mr. Triska?
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
Guy Spier, how would you invest 1 Mio $ in China?
Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following:00:00 Introduction00:21 Good Investing Talks Intro01:00 Why did you
Marko Graßmann, what do you plan with the Alpha Star Europa fund?
Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. Marko Graßmann just recently started managing the Alpha Star
What happened to the drunk in the bar, Guy Spier?
Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have
What chances do metals and mining 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,
How does Stone House invest super concentrated?
Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their
