Raghav Mittal (Dhamma Capital): What allocators are getting wrong about India
Raghav Mittal of Dhamma Capital on why India’s index hides its growth, how he checks governance on the ground and how he values fast growers. Transcript.
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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A three-stock Charlie Munger portfolio – Shaurya Gupta (Gupta Partnership)
Shaurya Gupta on three companies Charlie Munger admired: TSMC’s old fabs, Amazon as Costco’s digital heir, and Alphabet. Full talk transcript.
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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.
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Alex Furmanski (Unison): Why do you like Deere stock?
Alex Furmanski, Unison Asset Management “I would say that our biggest advantage is our time horizon, and that really stems from having the right investor…
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Ryan O’Connor (Crossroads Capital): What does the Switch 2 do to Nintendo stock?
Ryan O’Connor, Crossroads Capital “That’s the thing I love about Nintendo, it’s dirt cheap on the kind of core-based business, and there are all of…
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Alex Morris (TSOH Investing): What to learn from Buffett & Munger Unscripted?
Alex Morris, TSOH Investing “You’d better really love the source material and what you’re working on, and be ready to put in a lot of…
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Lucy Chou (Luna Partners): Why do you like Mercado Libre?
Lucy Chou, Luna Partners “MercadoLibre is a great example of a shooter, right? You have this amazing TAM growing very, very rapidly […] And then…
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Jackson Zhu (Square Street Capital): Why do you like DoorDash?
Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.
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Pieter Slegers: How did you grow Compounding Quality?
Pieter Slegers shares the impressive growth story of his well-known brand Compounding Quality with us in this in-depth interview.
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Dan Rupp (Parkway Capital): Why do you like Haier D shares?
It was great to welcome Dan Rupp of Parkway Capital as a first-time guest on the podcast! We chatted about his investing approach.
