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.
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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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.
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Wolfgang Grenke (Grenke AG): Wie haben Sie die Grenke AG aufgebaut?
Wolfgang Grenke erzählt, wie er die Grenke AG ab 1978 vom Studentenjob zum börsennotierten Leasing-Konzern in ganz Europa aufgebaut hat.
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John Zolidis (Quo Vadis Capital): How to find the best opportunities in retail stocks? Lululemon & Luckin Coffee
John Zolidis, Quo Vadis Capital “But it’s super powerful from a financial standpoint. The margins are really high. It’s all vertical. They only sell their…
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Fabian Erismann (Earth Resource Investment Group): Are copper & nickel mining stocks a chance to profit from the green transition?
Fabian Erismann of Earth Resource Investment Group on copper and nickel mining, the green transition, mine costs and how he judges junior explorers.
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Laure d’Hauteville & Christophe Nobileau (Focus Entertainment): Winning with Aliens & Warhammer games?
Christophe Nobileau (CEO) and Laure d’Hauteville (CFO), Focus Entertainment “So if we can do 50 percent publishing with other studios and 50 percent with our…
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Marco Pescarmona (Gruppo Mutui Online): How did Gruppo Mutui Online grow?
Marco Pescarmona, co-founder of Gruppo Mutui Online, on three crises, building and buying businesses, buybacks and M&A discipline (2021).
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Gokul Raj P. (Bavaria Industries Group): Special situations, rights issues and tender offers
Gokul Raj P. (Bavaria Industries Group) explains how he invests in special situations: rights issues, tender offers and spin-offs in India.
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Richard Howe (Stock Spinoff Investing): How to invest in spin-offs and special situations?
Richard Howe of Stock Spinoff Investing explains why spinoffs get mispriced, when the selling pressure ends and which red flags he avoids (2020 interview).
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Steve Gorelik (Firebird Management): What are the best capital allocators in Eastern Europe?
Steve Gorelik (Firebird Management) on Eastern European capital allocators, Georgia Capital, position sizing, risks and expected returns (interview 2019).
