Connecting Investors & Understanding Businesses
99 episodes transcribedFelix Gode is a good investor with a focus on small and mid-caps from German-speaking countries. We had the pleasure to discuss his strategy and two i...
These are the topics discussed: 0:00 Intro 1:07 How do you see Worm Capital in 5 years? 3:35 A shoutout to Stream 4:38 Value vs Growth - how Worm Capi...
With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health.
I had the pleasure to do an interview with Tom Gayner of Markel. We talked about capital allocation and much more.
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient mar...
Daniel Glaser of River Oak Capital is an outstanding global investor with a strong focus on the Nordics. He walked me through his journey into investi...
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company.
With Ryan O'Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo.
In this conversation, the former Naked Wines CEO Rowan Gormley sits down with me to discuss the history of his company.
Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat ab...
In this podcast, Fred Liu and Dennis Hong share how friendship helped them to become better investors. They also share investing insights.
In this talk Dennis Hong and I are discussing the great opportunities that make investing in internet businesses so attractive.
Fred Liu of Hayden Capital is a Value Investor with a focus on quality investments. He is investing concentrated and looking for opportunities in the...
Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors.
Here outperforming investor Cliff Sosin talks about his way to generate ideas and why he declines certain investment ideas.
In this conversation, Rob Vinall of RV Capital outlines his investment process and what he is looking for in companies.
In this interview, Rob Vinall explains how he evaluates management.
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.c...
At the beginning we learn what mistakes made Guy Spier the investor he is today. At 04:00 we learn how Guy Spier changed his view on mistakes. At 06:2...
