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…
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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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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What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a…
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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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Wirecard, Enron and what investors can learn from frauds
Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the…
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Bolloré: Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate…
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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…
