Mark Walker (Tollymore Investment Partners): Why invest in Trupanion?
Mark Walker of Tollymore Investment Partners joined us for an interview about his approach, Trupanion and the Gym Group.
Americas
Interviews with fund managers based in North and South America.
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Why it is foolish to invest in Miami
Miami is trending! In the last weeks, I could observe a growing interest in parts of FinTwit in moving to or investing in Miami. The…
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Andrew Rosenblum (Bonsai Partners): Are one or two good investments per year enough?
Andrew Rosenblum, Bonsai Partners “if you want to earn truly spectacular results on an idea, it’s just not good enough to find a great company….
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Dennis Hong & Fred Liu (ShawSpring & Hayden Capital): Why network intensely?
Having Dennis Hong & Fred Liu (ShawSpring & Hayden Capital) on together was great. We talked about Sea Limited, Square and more.
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Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
Fred Liu (Hayden Capital) on his research, Sea Limited, Shopee, JD.com and Carvana. Transcript of our 2020 live interview with video.
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Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
In mid-November 2019 I had the wonderful opportunity to attend a lecture by Jeremy Grantham in Frankfurt. Jeremy Grantham stands for the G in GMO….
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Dennis Hong (ShawSpring Partners): Love of businesses & investing in China
Dennis Hong, ShawSpring Partners “China is a remarkable place to be an investor because in some sense, yes, it is a very closed ecosystem, but…
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Why are Alphabet and Facebook Online Advertising Powerhouses?
Two of the most dominant advertising companies both in Europe and here in the US are Alphabet and Facebook. Both companies generate a significant amount…
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Michael Mauboussin – Director of Research, BlueMountain Capital
Prior to joining BlueMountain, Michael Mauboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael…
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James "Jamie" Dinan interviewed by Oliver Michael Weinberg
James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm…
