Gisela Baur: What 30 years with Warren Buffett taught me
Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger’s trust rule and why she never bought Berkshire. Full transcript.
Europe
Interviews with fund managers based in Europe.
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Sam Hollanders (Chess Capital): Why do you like Cake Box?
Sam Hollanders of Chess Capital joined us to discuss how he invests in Europe and picks the best small caps to generate alpha for investors.
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Theron de Ris (Sorengo Partners): Why do you like Jet2Airways?
Theron de Ris of Sorengo Partners discussed with us how he invests taking advantage of the market cycles to generate alpha.
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Dede Eyesan (Jenga Investment Partners): Why do you like Alpha Group PLC stock?
Dede Eyesan of Jenga Investment Partners joined Good Investing Talks to discuss his investing approach and Alpha Group PLC stock.
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Per Brilioth (VNV Global): What are VNV Global’s chances in 2024?
Per Brilioth of VNV Global on Babylon’s bankruptcy, VNV’s debt, the 75% discount to NAV and the outlook for BlaBlaCar, Voi and Alva (2023 interview).
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Guy Spier (Aquamarine Capital): What is your advice for emerging managers?
Guy Spier shares his advice for Emerging Managers in this interview. We talk about building a business and the power of giving.
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Andreas Lechner & Rob Vinall (RV Capital): How has RV developed?
Rob Vinall and Andreas Lechner answer investor questions at the RV Capital meeting 2023 in Engelberg: the drawdown, Grenke, Carvana, Meta and Salesforce.
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Guy Spier (Aquamarine Capital): How would you invest 1 million dollars in China?
Guy Spier (Aquamarine Capital) on why he missed Apple, how he would invest 1 million dollars in China and what he loves as a value investor (2023).
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Matthias Riechert (P&R Investment Management): What is your compounding concept?
Matthias Riechert of P&R Investment Management talks with Rob Vinall about starting a fund, his financial engine model and compounding.
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Guy Spier (Aquamarine Capital): What happened since 2021?
Guy Spier is back! 3 years after our first interview, we talked about givers, takers, meditation and the drunk in the bar.
