Guy Spier (Aquamarine Capital): What is your advice for emerging managers?
Guy Spier shares his advice for Emerging Managers in this interview. We talk about building a business and the power of giving.
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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Tom Gayner (Markel): How do you build Markel?
Tom Gayner (Markel) on how he built Markel’s reputation: steady communication, relationships from Omaha and two time horizons (interview, April 2023).
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Andreas Lechner & Rob Vinall (RV Capital): How has RV developed?
Rob Vinall and Andreas Lechner answer investor questions at the RV Capital meeting 2023 in Engelberg: the drawdown, Grenke, Carvana, Meta and Salesforce.
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Thomas Triska (Vossloh): Is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh is on a new growth track.
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Txomin Zaratiegui Osés, Pratyush Rastogi & Rom Wilson: What are the challenges of emerging managers?
Txomin Zaratiegui Osés, Pratyush Rastogi and Rom Wilson on seed capital, fund structures, fees and marketing for emerging managers (RV Capital 2023).
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Guy Spier (Aquamarine Capital): How would you invest 1 million dollars in China?
Guy Spier (Aquamarine Capital) on why he missed Apple, how he would invest 1 million dollars in China and what he loves as a value investor (2023).
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Matthias Riechert (P&R Investment Management): What is your compounding concept?
Matthias Riechert of P&R Investment Management talks with Rob Vinall about starting a fund, his financial engine model and compounding.
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Guy Spier (Aquamarine Capital): What happened since 2021?
Guy Spier is back! 3 years after our first interview, we talked about givers, takers, meditation and the drunk in the bar.
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Jacob McDonough: How did Warren Buffett allocate capital?
Jacob McDonough gives insights into his very interesting book: Capital Allocation: The Financials of a New England Textile Mill.
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Anthony Young (Edendale Capital): What chances does investing in metals offer?
Anthony Young (Edendale Capital) on what the energy transition means for metals and mining, why copper supply is challenged and how he looks at miners.
