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
Archives: Episodes
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
Jake Taylor, how does Journalytic help investors?
Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and
Can JDC digitize the insurance industry, Sebastian Grabmaier?
Check-out Wise ► https://good-investing.net/wise/ * JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could
Is va-Q-tec a hidden European energy champion, Joachim Kuhn?
va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out
What is the laser technology champion LPKF planning?
Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvestingApply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The
Dev Kantesaria, how do you invest in quality?
Apply to Plus: https://good-investing.net/plus/Check out our sponsor: https://good-investing.net/ib/ * Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (https://www.dataroma.com/m/holdings.php?m=VFC) he is focussing on
Soo Chuen Tan, what have you learned building Discerene Group?
Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we
Is Georgia Capital a chance to cheaply invest in quality assets?
I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following:00:00