Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom builds his portfolio. [00:00:00] Tilman
Category: Companies & Individiual stocks
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you can find the video and
Rudi van Niekerk, why are you digging for investing diamonds in SA?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here you can find the video
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik in November 2019. What are
What does scale mean for Naked Wines? A talk with CEO Nick Devlin
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. Here you can find the full video:
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below I have created a transcript
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 – Recent memos Mohnish Pabrai
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 Traffic Technologies AG – Stock
Andrew Rosenblum, are one or two good investments per year enough?
Here you can find a transcript of my interview with Andrew Rosenblum of Bonsai Partners. This episode of Good Investing Talks is supported by MIT Investment Management Company. MITIMCo manages
Good Investing Links: Tech & Quality Company Write-Ups
During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis List – A chat with
