Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
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…
American investors
In this category and archive you can find more about American investors we have interviewed.
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Richard Howe, how to invest in spin-offs and special situations?
Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was…
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Joel Cohen, what is MITIMCo looking for in Emerging Managers?
Here you can enjoy our conversation between Joel Cohen of MITIMCo and Rob Vinall. In this Q&A format, both have discussesd what MITIMCo is looking…
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What do allocators look for in Emerging Managers? A panel
During RV Capital’s Annual Meeting 2022 Rob Vinall hosts a traditional allocator panel. Patrick Maurenbrecher, Claudine Innes and James Ferguson joined to answer the questions…
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Dennis Hong, how do you define ecosystem control?
During the RV Capital Annual Meeting 2022, Rob Vinall and Dennis Hong had a chat about the evolution of ShawSpring Partners, the idea of ecosystem…
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Per Brilloth, what is the plan for Babylon Health stock?
I had the pleasure to welcome Per Brilioth of VNV Global back. Here we focussed on the impact of Russia’s war and VNV’s investment in…
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Nick Devlin, how does Naked Wines show strength now?
It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have…
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How did Turtle Creek return 20% returns annually over 21 years?
This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle…
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Chris Mayer, how to hunt 100 baggers?
Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them”…
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How investing global, Pavel Begun of 3G Capital Management?
Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The…
