Dave Iben, why do you invest in hydro power, uranium & gold?
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…
American investors
In this category and archive you can find more about American investors we have interviewed.
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Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?
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…
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How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock
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….
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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…
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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…
