This post contains the Markel Omaha Brunch 2024 transcript. In it, you can find the Q&A with Tom Gayner and the management of Markel. Introduction to the Markel Omaha Brunch
Category: American investors
In this category and archive you can find more about American investors we have interviewed.
Chris Waller (Plural Investing): Why do you like TerraVest stock?
Chris Waller of Plural Investing joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following
Matthew Brown, why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. We have discussed the following topics: Welcoming Matthew
Shaurya Gupta, are you the youngest quality manager?
I had the pleasure of interviewing Shaurya Gupta of Gupta Partnership. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We
How have you built Tsai Capital, Christopher Tsai?
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. We have discussed the
Joshua Collinsworth, what are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing
Christopher Tsai, what is your investing goal?
We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai (Tsai Capital) as our first guest in Berlin. We have discussed
Tom Gayner, how do you build Markel?
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built
What are challenges of Emerging Managers?
What are the challenges of Emerging Managers? On this panel Rom Wilson of ACM Capital Management, Txomin Zaratiegui Osés of Arlas Capital and Pratyush Rastogi of Farrer Wealth Advisors are
What chances does investing in metals 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,