Eric Markowitz & Dan Crowley (Nightview Capital): How does Nightview Capital invest?
Eric Markowitz and Dan Crowley of Nightview Capital on their forward-looking valuation approach, their long and short books, Tesla and Spotify (2021).
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.
-
-
Andreas Lechner: What did Rob Vinall learn from his closest friend?
Andreas Lechner is a close friend of Rob Vinall. In this conversation he outlines his investing style in an exchange during Rob’s AGM.
-
Per Brilioth (VNV Global): The tech investor you never heard of
Per Brilioth, CEO of VNV Global, on the move from Russian oil to network-effect tech, how he picks founders and how he weighs risk and reward (2021).
-
The value in saying “No”
Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much…
-
Tom Gayner (Markel): How do you allocate Markel’s capital?
Tom Gayner (Markel) on how Markel allocates capital in four buckets, how Markel Ventures works and why he holds about 115 stocks (interview, 2021).
-
Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo a multi-bagger?
Ryan O’Connor (Crossroads Capital) and Todd Wenning (Ensemble Capital) on Nintendo’s shift to digital, Switch Online, management and the bear case (2021).
-
Rudi van Niekerk (Desert Lion Capital): Why are you digging for investing diamonds in South Africa?
Rudi van Niekerk of Desert Lion Capital is an outspoken expert for investing in South Africa with a long-term-oriented value approach.
-
Steve Gorelik (Firebird Management): What are the best markets in Eastern Europe?
Steve Gorelik of Firebird Management is an outspoken expert for investing in Eastern Europe. With him we have discussed different topics.
-
Daniel Glaser (River Oak Capital): How to compound in the Nordics?
Daniel Glaser (River Oak Capital) on his way into investing, compounding in the Nordics, Fortnox and why there are no shortcuts in investing.
-
Nick Devlin (Naked Wines): What does scale mean for Naked Wines?
Nick Devlin, CEO of Naked Wines, on what scale means for the company, its winemakers and customers, and its target market in the US (2021).
