Dennis Hong (ShawSpring Partners): How do you define ecosystem control?
Dennis Hong & Rob Vinall had a talk on the evolution of ShawSpring Partners, the idea of ecosystem control and more mental models.
Americas
Interviews with fund managers based in North and South America.
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Per Brilioth (VNV Global): What is the plan for Babylon Health stock?
Per Brilioth discussed the impact of Russia’s war in Ukraine and the investment thesis in Babylon Health stock and Voi e-scooters.
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Nick Devlin (Naked Wines): How does Naked Wines show strength now?
Nick Devlin, CEO of Naked Wines, on capital allocation, inflation, the customer experience, premium wines and a possible US listing (2022).
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Andrew Brenton (Turtle Creek): How did Turtle Creek return 20% annually over 21 years?
Turtle Creek Asset Management’s Andrew Brenton presents his interesting and outperforming Value Investing approach in the Canadian market.
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Chris Mayer (Woodlock House Family Capital): How to hunt 100 baggers?
Chris Mayer is a value investor and author. He wrote the book “100 Baggers”, an interesting read for every investor.
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Pavel Begun (3G Capital Management): How to invest globally?
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
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Christopher Tsai (Tsai Capital): Is investing an art?
Christopher Tsai started his fund in his 20s. Since then he created an impressive track record. Here, he shares insights from his career.
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Will Barnes & Will Oliver (In Practise): The art of interviewing
Will Barnes and Will Oliver of In Practise on the art of interviewing: how they prepare, listen, handle bias and build trust with executives.
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Nate Chesley (MITIMCo): What does MITIMCo look for in fund managers?
Nate Chesley, MITIMCo “We spend a lot of time on how people think and how they form judgments. And I think that’s really the thread…
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Alex Kopel (Rowan Street Capital): How do you invest in change?
Alex Kopel of Rowan Street Capital on zero management fees, a ten-stock all-star portfolio, investing in change and his mistakes (2021).
