Cliff Sosin (CAS Investment Partners): How do you generate ideas?
Cliff Sosin, CAS Investment Partners “I’m looking for businesses that are going to do very well for a very long time, that I can get…
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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Fred Liu (Hayden Capital): How much of him is in Hayden Capital?
Fred Liu (Hayden Capital) on how much of himself is in his firm, which partners he looks for and how he writes his letters. Interview from 2021.
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Guy Spier (Aquamarine Fund): How did Mohnish Pabrai inspire him? What are his mistakes?
Guy Spier (Aquamarine Fund) on his biggest mistakes, cloning, three lessons from Mohnish Pabrai and his daily routine. Interview from Zurich, 2019.
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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.
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Felix Gode (Alpha Star): How did you compound with 15%+ in DACH?
Felix Gode of Alpha Star Funds on investing in German-speaking small and mid caps, his investment club roots, portfolio rules and Endor and IVU.
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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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Rob Vinall (RV Capital): How to evaluate good management?
Rob Vinall (RV Capital) on how to evaluate good management, his lessons from Novo Nordisk and Baidu, Grenke and Facebook. Interview from 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).
