Matthias Riechert of P&R Investment Management was the first guest during the Emerging Managers Day of the RV Capital Meeting 2023. As a service for our readers, we are sharing
Author: Tilman Versch
Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
What happened to the drunk in the bar, Guy Spier?
Guy Spier is back! 3 years after our first interview, I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed
Jacob McDonough, how is Warren Buffett’s capital allocation?
Jacob McDonough (his Twitter) has written a very interesting book: Capital Allocation: The Financials of a New England Textile Mill. During the RV Capital Meeting 2023, we could chat about
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,
Dr. David Kerr, how has Ryman Healthcare weathered 2022?
It is a good tradition to start the RV Capital meeting with a Q&A with one of the companies in which the fund is invested into. In 2023, we had
Marko Graßmann, what is the goal of the Alpha Star Europa fund?
Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. In this episode, Marko Graßmann shares insights about his
Axel Krohne, why are you looking for crisis?
Axel Krohne is a Value Investor with a focus on Emerging Markets. With his firm Krohne Capital, he manages an Emerging Markets fund. In our interview series, which was recorded
How does the Nebraska Furniture Mart work? Gisela Baur & Tobias Kramer explore
Here we follow Scott Baker, Tobias Kramer (echtgeld.tv), and the Warren Buffett friend Gisela Baur in the Nebraska Furniture Mart. We are learning more about the company Warren Buffett owns
Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?
Yefei Lu, an analyst at the German Value Investing Boutique Shareholder Value Management, has closely studied the investments of Warren Buffett, Charlie Munger and Berkshire Hathaway. That lead him to
Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons
In this talk, Greggory Warren of Morningstar explains 5 Reasons to Consider Buying Berkshire Hathaway. Greggory Warren is a member of the questionnaire panel at the Berkshire Hathaway Annual meeting.
