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