Edward Chang (Pledge Capital): How did you compound with 30%+ p.a.?
Edward Chang (Pledge Capital) on small and mid caps on the right side of change, his 30% IRR target and his case for Avid. Interview from 2021.
Americas
Interviews with fund managers based in North and South America.
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David Nangle (VEF): Will Creditas be a ten-bagger for VEF?
David Nangle, CEO of VEF, on emerging market fintech, VEF’s 30% return hurdle, portfolio concentration and the case for Creditas (2021).
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Andrew Brenton (Turtle Creek): How did you return 20+% p.a. in US & Canadian stocks?
Andrew Brenton (Turtle Creek Asset Management) on how Turtle Creek compounded at better than 20% a year over 21 years. Interview from November 2019.
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Greggory Warren (Morningstar): How is Berkshire Hathaway’s culture?
Greggory Warren (Morningstar) shares insights on Berkshire Hathaway, its culture and its leading personalities, including Warren Buffett.
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Eric Markowitz & Dan Crowley (Nightview Capital): How does Nightview Capital invest?
Eric Markowitz and Dan Crowley of Nightview Capital on their forward-looking valuation approach, their long and short books, Tesla and Spotify (2021).
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The value in saying “No”
Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much…
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Tom Gayner (Markel): How do you allocate Markel’s capital?
Tom Gayner (Markel) on how Markel allocates capital in four buckets, how Markel Ventures works and why he holds about 115 stocks (interview, 2021).
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Steve Gorelik (Firebird Management): What are the best markets in Eastern Europe?
Steve Gorelik of Firebird Management is an outspoken expert for investing in Eastern Europe. With him we have discussed different topics.
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Nick Devlin (Naked Wines): What does scale mean for Naked Wines?
Nick Devlin, CEO of Naked Wines, on what scale means for the company, its winemakers and customers, and its target market in the US (2021).
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Rowan Gormley (Naked Wines): Is Naked Wines a mousetrap for the wine market?
Rowan Gormley, founder and former CEO of Naked Wines, on the wine market, the US three-tier system, the Majestic sale and company culture (2020).
