Robert Vinall (RV Capital): What is currently your biggest challenge?
Robert Vinall (RV Capital) answers investor questions in his 2022 Q&A: managers, selling, PSG, Wix, SaaS, stress and why he works alone.
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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Piet Mouton (PSG Group): How did you build the South African PSG Group?
Piet Mouton, PSG Group “Building a big company is almost just as difficult as building a small company.” [00:24:49] Key facts Piet Mouton is CEO…
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Nate Chesley (MITIMCo): What does MITIMCo look for in fund managers?
Nate Chesley, MITIMCo “We spend a lot of time on how people think and how they form judgments. And I think that’s really the thread…
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Alex Kopel (Rowan Street Capital): How do you invest in change?
Alex Kopel of Rowan Street Capital on zero management fees, a ten-stock all-star portfolio, investing in change and his mistakes (2021).
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Joe Frankenfield (Saga Partners): How do you marry growth and value investing?
Joe Frankenfield of Saga Partners is a really decent investor based in Cleveland. Here we talked about his investment approach.
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Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value): How to find the best European stocks?
Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value) answer the question “How to find the best European stocks?” in our premiere interview.
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Philipp Haas (invest4): On building a fund with good performance & social media
Philipp Haas (Haas invest4 innovation S fund) is a GARP investor with good performance. He built his fund by using the power of social media.
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Jeremy Deal (JDP Capital Management) & Sleepwell Capital: How does Spotify win the creators?
Jeremy Deal (JDP Capital Management) and Sleepwell Capital on how Spotify wins creators: recommendations, creator tools, streaming income, value (2021).
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Sleepwell Capital & Jeremy Deal (JDP Capital Management): How does Spotify become the audio platform?
Sleepwell Capital and Jeremy Deal (JDP Capital Management) on Spotify as the audio platform: competitors, Daniel Ek, labels and growth drivers (2021).
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Chan H. Lee & Albert H. Yong (Petra Capital Management): Compounding in South Korea
Chan H. Lee and Albert H. Yong (Petra Capital Management) on investing in South Korea: chaebol discounts, activism, IPOs and Kakao (2021 interview).
