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            • Dev Kantesaria (Valley Forge)
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Home » American investors » Page 3

Category: American investors

In this category and archive you can find more about American investors we have interviewed.

Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?

Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?

27. April 202326. December 2024

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

Berkshire Hathaway, Investing book
Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons

Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons

7. March 20233. February 2025

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.

Berkshire Hathaway
How does Stone House invest super concentrated, Mark Cohen?

How does Stone House invest super concentrated, Mark Cohen?

11. February 20232. November 2023

Mark Cohen’s & Raphael Rabin-Havt’s Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What

Stone House Partners
Dev Kantesaria, what is your formula for quality investing?

Dev Kantesaria, what is your formula for quality investing?

26. January 202326. January 2025

Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio, he is focusing on high-quality stocks. In our interview, you can get to know

Valley Forge Capital Management
Soo Chuen Tan, what did you learn from building Discerene Group?

Soo Chuen Tan, what did you learn from building Discerene Group?

19. January 20233. February 2025

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we

Discerene Group
David Iben, why are you investing globally at Kopernik?

David Iben, why are you investing globally at Kopernik?

5. January 20235. February 2025

David Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small

Kopernik Global Investors
Dave Iben, why do you invest in hydro power, uranium & gold?

Dave Iben, why do you invest in hydro power, uranium & gold?

29. December 202229. January 2023

Dave Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small

Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?

Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?

22. December 20221. March 2023

Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers. In a small series between the years, we are sharing this

How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock

How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock

10. November 202222. January 2025

John Zolidis is an expert on retail and restaurant stock. I had the pleasure to interview him on different opportunities in his universe of coverage. We have discussed the following

Quo Vadis Capital
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?

Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?

3. November 202226. December 2024

A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of

Earth Resource Investments

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