Shaurya Gupta (Gupta Partnership): Are you the youngest quality manager?
Shaurya Gupta started Gupta Partnership at 21. He talks about his first five years, his mistakes, position sizing and his circle of competence (2023).
Americas
Interviews with fund managers based in North and South America.
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Christopher Tsai (Tsai Capital): How have you built Tsai Capital?
Christopher Tsai of Tsai Capital on his grandmother Ruth, his father, his role models and how he built Tsai Capital. Part 2 of our 2023 talk.
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Joshua Collinsworth (Nomadic Value Partners): What are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Here, we chat about his background and his healthcare investing approach.
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Christopher Tsai (Tsai Capital): What is your investing goal?
Christopher Tsai (Tsai Capital) joins us for a Q&A on the ultimate goal of investing, his position in Tesla and the value of saying no.
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Tom Gayner (Markel): How do you build Markel?
Tom Gayner (Markel) on how he built Markel’s reputation: steady communication, relationships from Omaha and two time horizons (interview, April 2023).
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Txomin Zaratiegui Osés, Pratyush Rastogi & Rom Wilson: What are the challenges of emerging managers?
Txomin Zaratiegui Osés, Pratyush Rastogi and Rom Wilson on seed capital, fund structures, fees and marketing for emerging managers (RV Capital 2023).
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Anthony Young (Edendale Capital): What chances does investing in metals offer?
Anthony Young (Edendale Capital) on what the energy transition means for metals and mining, why copper supply is challenged and how he looks at miners.
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Yefei Lu (Lyra Capital Management): Why did Warren Buffett buy Coca-Cola & railroad stocks?
Yefei Lu closely studied the investments of Berkshire Hathaway in his book “Inside the Investments of Warren Buffett”. Here he shares wisdom.
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Greggory Warren (Morningstar): Why own Berkshire Hathaway? The expert gives 5 reasons
Greggory Warren (Morningstar) explains his five reasons to consider Berkshire Hathaway stock in this 2019 presentation, followed by audience Q&A.
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Mark Cohen & Raphael Rabin-Havt (Stone House Partners): How do you invest super concentrated?
Mark Cohen and Raphael Rabin-Havt run Stone House Partners in a fascinating, very concentrated way. Learn how they find, hold and sell investments.
