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…
American investors
In this category and archive you can find more about American investors we have interviewed.
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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…
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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…
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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…
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Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?
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…
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Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons
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…
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How does Stone House invest super concentrated, Mark Cohen?
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…
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Dev Kantesaria, what is your formula for quality investing?
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,…
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Soo Chuen Tan, what did you learn from building Discerene Group?
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…
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David Iben, why are you investing globally at Kopernik?
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…
