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 done in 2020. We made
Category: American investors
In this category and archive you can find more about American investors we have interviewed.
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 for in Emerging Managers. Here
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 of the guests. They have
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 control and more. The following
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 Babylon Health stock and VOI.
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 discussed the following: Check out
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 Creek Asset Management presented a
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” which is an interesting read
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 interview was done in 2020.
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In