Darryl Rawlings (Trupanion): What is Trupanion doing to win the pet insurance market?
Darryl Rawlings, founder and CEO of Trupanion, on pet insurance, unit economics, the moat and growth plans, interviewed by Rob Vinall in Engelberg (2022).
Author: Tilman Versch
Tilman Versch is the founder of Good Investing, a value investing media platform and community based in Berlin. He has attended the Berkshire Hathaway Annual Meeting every year since 2019 and became an independent expert. He hosts the Good Investing Talks podcast.
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Andreas Aaen (Symmetry A/S): Chances in Kambi & Naked Wines?
Andreas Aaen of Symmetry A/S on small founder-led companies, shorting, Kambi, Naked Wines and Where Food Comes From (2021).
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Andrew Brenton (Turtle Creek): How did Turtle Creek return 20% annually over 21 years?
Turtle Creek Asset Management’s Andrew Brenton presents his interesting and outperforming Value Investing approach in the Canadian market.
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Chris Mayer (Woodlock House Family Capital): How to hunt 100 baggers?
Chris Mayer is a value investor and author. He wrote the book “100 Baggers”, an interesting read for every investor.
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning came back for an update on Nintendo! It was a pleasure to do a follow-up of our previous conversation.
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Pavel Begun (3G Capital Management): How to invest globally?
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
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Christopher Tsai (Tsai Capital): Is investing an art?
Christopher Tsai started his fund in his 20s. Since then he created an impressive track record. Here, he shares insights from his career.
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Will Barnes & Will Oliver (In Practise): The art of interviewing
Will Barnes and Will Oliver of In Practise on the art of interviewing: how they prepare, listen, handle bias and build trust with executives.
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Robert Vinall (RV Capital): What makes a good investment process?
Robert Vinall (RV Capital) explains his investment process: finding ideas, filters, research time, key drivers, selling and his watchlist.
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Endowment panel (RV Capital Meeting 2020): What qualities do endowments look for in emerging managers?
Nicholas Csicsko, Matthew Libel and Johan Brønnum-Schou on what endowments look for in emerging managers, with Rob Vinall at the RV Capital Meeting 2020.
