Swen Lorenz had the pleasure to take notes during the presentations of Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019. Here you can enjoy them: Eileen
Category: American investors
In this category and archive you can find more about American investors we have interviewed.
Rupal Bhansali (CIO of Ariel Investments) "Non-consensus investing"
As Chief Investment Officer of Ariel, Rupal Bhansali oversees USD 7bn of AUM in long-only international and global equity strategies. She started her career at George Soros’ fund management firm,
Swen Lorenz: Ideas & wisdom from the Project Punch Card Conference
On 11 December 2019, the 2nd annual “Project Punch Card” value investing conference took place in partnership with the Gabelli Center for Global Securities Analysis of Fordham University in New
Value Investing & Gold – How does that fit? An interview with Caesar Bryan
Value Investing und Gold – das ist eine Kombination, das man selten gemeinsam antrifft. Von Warren Buffett soll sogar dieses Zitat stammen: “Gold wird aus dem Boden in Afrika oder
The Real Secret About Why Corporate Mergers Fail
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you pay, value is what you
Investors on the Climate Crisis: The Floriabubble & Questions on Food Security
Over the past few weeks, I have been intensively examining what scientists and long-term investors are saying about the climate crisis and climate change. The questions were: How do they
Clifford Sosin (CAS Investment Partners) – 30%+% return?
Clifford Sosin – also known as Cliff Sosin – from CAS Investment Partners was a very different and at the same time very exciting partner for an interview. We visited
Our Journey to Warren Buffett: The Berkshire Hathaway Video Collection
We were for you at the Berkshire Hathaway annual shareholder meeting in Omaha. This article gives you a chronological overview of all our activities. Here you can find our Warren
What were Warren Buffett’s mistakes? Our Annual Meeting special
We are just on the way to Omaha, as this post on Warren Buffett’s mistakes and the AGM of Berkshire Hathaway goes public. There we are doing more than taking
How to do Value Investing in Emerging Markets, Axel Krohne?
Axel Krohne is a quite unusual investor. Because he invests where others may not even go on holiday: For his fund, the Alexander von Humboldt UI Fund, he searches for