Mark Cohen & Raphael Rabin-Havt (Stone House Partners): How do you invest super concentrated?
Mark Cohen and Raphael Rabin-Havt run Stone House Partners in a fascinating, very concentrated way. Learn how they find, hold and sell investments.
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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Joachim Kuhn (va-Q-tec): Is va-Q-tec a European energy champion?
Joachim Kuhn, founder of va-Q-tec, explains the company’s vacuum insulation technology, its TempChain business and its chances in the energy crisis.
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Dev Kantesaria (Valley Forge): What is your formula for quality investing?
Dev Kantesaria, Valley Forge Capital Management “It’s true that 99.9% of the active management industry adds no value.” [00:02:56] Key facts Dev Kantesaria runs Valley…
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Soo Chuen Tan (Discerene): What did you learn from building Discerene Group?
Soo Chuen Tan (Discerene Group) on mentorship, building a resilient value investing firm since 2010 and his Meggitt case study. Interview from 2022.
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Irakli Gilauri (Georgia Capital): Is Georgia Capital a chance to invest in quality?
Irakli Gilauri, CEO of Georgia Capital, on the spinoff from Bank of Georgia, buying businesses in Georgia, mistakes and capital allocation (2022).
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Steve Gorelik (Firebird Management): Is Georgia Capital a deep value compounder?
Steve Gorelik (Firebird Management) explains in a 2019 conference talk why he finds Georgia Capital, a holding company in Georgia, interesting.
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David Iben (Kopernik Global Investors): Why are you investing globally?
David Iben (Kopernik Global Investors) explains his global investing approach and why he has chosen to invest globally.
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Dave Iben (Kopernik Global Investors): Why do you invest in hydro power, uranium & gold?
Dave Iben is the Chief Investment Officer & Lead Portfolio Manager of Kopernik Global Investors. We discussed uranium, hydro and gold here.
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Greggory Warren (Morningstar): Will Nestle’s, Unilever’s and Kraft Heinz’s margins shrink?
Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers.
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Wolfgang Grenke (Grenke AG): How do you build an MDAX company?
Wolfgang Grenke was a leading figure to build the German Grenke AG. In this interview, we cover the history of the company.
