Shaurya Gupta (Gupta Partnership): Are you the youngest quality manager?
Shaurya Gupta started Gupta Partnership at 21. He talks about his first five years, his mistakes, position sizing and his circle of competence (2023).
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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Christopher Tsai (Tsai Capital): How have you built Tsai Capital?
Christopher Tsai of Tsai Capital on his grandmother Ruth, his father, his role models and how he built Tsai Capital. Part 2 of our 2023 talk.
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Joshua Collinsworth (Nomadic Value Partners): What are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Here, we chat about his background and his healthcare investing approach.
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Christopher Tsai (Tsai Capital): What is your investing goal?
Christopher Tsai (Tsai Capital) joins us for a Q&A on the ultimate goal of investing, his position in Tesla and the value of saying no.
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Guy Spier (Aquamarine Capital): What is your advice for emerging managers?
Guy Spier shares his advice for Emerging Managers in this interview. We talk about building a business and the power of giving.
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Tom Gayner (Markel): How do you build Markel?
Tom Gayner (Markel) on how he built Markel’s reputation: steady communication, relationships from Omaha and two time horizons (interview, April 2023).
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Andreas Lechner & Rob Vinall (RV Capital): How has RV developed?
Rob Vinall and Andreas Lechner answer investor questions at the RV Capital meeting 2023 in Engelberg: the drawdown, Grenke, Carvana, Meta and Salesforce.
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Txomin Zaratiegui Osés, Pratyush Rastogi & Rom Wilson: What are the challenges of emerging managers?
Txomin Zaratiegui Osés, Pratyush Rastogi and Rom Wilson on seed capital, fund structures, fees and marketing for emerging managers (RV Capital 2023).
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Guy Spier (Aquamarine Capital): How would you invest 1 million dollars in China?
Guy Spier (Aquamarine Capital) on why he missed Apple, how he would invest 1 million dollars in China and what he loves as a value investor (2023).
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Matthias Riechert (P&R Investment Management): What is your compounding concept?
Matthias Riechert of P&R Investment Management talks with Rob Vinall about starting a fund, his financial engine model and compounding.
