Greggory Warren (Morningstar): How is Berkshire Hathaway’s culture?
Greggory Warren (Morningstar) shares insights on Berkshire Hathaway, its culture and its leading personalities, including Warren Buffett.
Business owners & CEOs
At Good Investing Talks, we try “understanding businesses”. Learn more about our episodes with business builders and CEOs.
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Per Brilioth (VNV Global): The tech investor you never heard of
Per Brilioth, CEO of VNV Global, on the move from Russian oil to network-effect tech, how he picks founders and how he weighs risk and reward (2021).
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Tom Gayner (Markel): How do you allocate Markel’s capital?
Tom Gayner (Markel) on how Markel allocates capital in four buckets, how Markel Ventures works and why he holds about 115 stocks (interview, 2021).
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo a multi-bagger?
Ryan O’Connor (Crossroads Capital) and Todd Wenning (Ensemble Capital) on Nintendo’s shift to digital, Switch Online, management and the bear case (2021).
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Rudi van Niekerk (Desert Lion Capital): Why are you digging for investing diamonds in South Africa?
Rudi van Niekerk of Desert Lion Capital is an outspoken expert for investing in South Africa with a long-term-oriented value approach.
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Steve Gorelik (Firebird Management): What are the best markets in Eastern Europe?
Steve Gorelik of Firebird Management is an outspoken expert for investing in Eastern Europe. With him we have discussed different topics.
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Nick Devlin (Naked Wines): What does scale mean for Naked Wines?
Nick Devlin, CEO of Naked Wines, on what scale means for the company, its winemakers and customers, and its target market in the US (2021).
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Rowan Gormley (Naked Wines): Is Naked Wines a mousetrap for the wine market?
Rowan Gormley, founder and former CEO of Naked Wines, on the wine market, the US three-tier system, the Majestic sale and company culture (2020).
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Good Investing Links: Concepts, Housing and China
Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall…
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Good Investing Links: High-Quality Investing Analysis & 2020 reviews
During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you: High-Quality Investing Analysis IVU…
