Guy Spier (Aquamarine Capital): What happened since 2021?
Guy Spier is back! 3 years after our first interview, we talked about givers, takers, meditation and the drunk in the bar.
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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Anthony Young (Edendale Capital): What chances does investing in metals offer?
Anthony Young (Edendale Capital) on what the energy transition means for metals and mining, why copper supply is challenged and how he looks at miners.
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Marko Graßmann (Alpha Star): What is the goal of the Alpha Star Europa fund?
Marko Graßmann recently started out with the Alpha Star Europa fund. In this interview, he explains the strategy and goal of the fund.
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Axel Krohne (Krohne Capital): Why are you looking for crisis?
Axel Krohne is a Value Investor with a focus on Emerging Markets. In our interview we discussed his global investing approach.
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Yefei Lu (Lyra Capital Management): Why did Warren Buffett buy Coca-Cola & railroad stocks?
Yefei Lu closely studied the investments of Berkshire Hathaway in his book “Inside the Investments of Warren Buffett”. Here he shares wisdom.
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Greggory Warren (Morningstar): Why own Berkshire Hathaway? The expert gives 5 reasons
Greggory Warren (Morningstar) explains his five reasons to consider Berkshire Hathaway stock in this 2019 presentation, followed by audience Q&A.
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Christian Witt (LPKF): What is the laser champion LPKF planning?
Christian Witt, CFO of LPKF, on laser technology, business units, sales cycles, the new LIDE and Arralyze businesses and service (2022).
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Mark Cohen & Raphael Rabin-Havt (Stone House Partners): How do you invest super concentrated?
Mark Cohen and Raphael Rabin-Havt run Stone House Partners in a fascinating, very concentrated way. Learn how they find, hold and sell investments.
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Dev Kantesaria (Valley Forge): What is your formula for quality investing?
Dev Kantesaria, Valley Forge Capital Management “It’s true that 99.9% of the active management industry adds no value.” [00:02:56] Key facts Dev Kantesaria runs Valley…
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Soo Chuen Tan (Discerene): What did you learn from building Discerene Group?
Soo Chuen Tan (Discerene Group) on mentorship, building a resilient value investing firm since 2010 and his Meggitt case study. Interview from 2022.
