Steve Gorelik (Firebird Management): Is Georgia Capital a deep value compounder?
Steve Gorelik (Firebird Management) explains in a 2019 conference talk why he finds Georgia Capital, a holding company in Georgia, interesting.
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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David Iben (Kopernik Global Investors): Why are you investing globally?
David Iben (Kopernik Global Investors) explains his global investing approach and why he has chosen to invest globally.
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Dave Iben (Kopernik Global Investors): Why do you invest in hydro power, uranium & gold?
Dave Iben is the Chief Investment Officer & Lead Portfolio Manager of Kopernik Global Investors. We discussed uranium, hydro and gold here.
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Greggory Warren (Morningstar): Will Nestle’s, Unilever’s and Kraft Heinz’s margins shrink?
Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers.
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Wolfgang Grenke (Grenke AG): How do you build an MDAX company?
Wolfgang Grenke was a leading figure to build the German Grenke AG. In this interview, we cover the history of the company.
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John Zolidis (Quo Vadis Capital): How to find the best opportunities in retail stocks? Lululemon & Luckin Coffee
John Zolidis, Quo Vadis Capital “But it’s super powerful from a financial standpoint. The margins are really high. It’s all vertical. They only sell their…
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Fabian Erismann (Earth Resource Investment Group): Are copper & nickel mining stocks a chance to profit from the green transition?
Fabian Erismann of Earth Resource Investment Group on copper and nickel mining, the green transition, mine costs and how he judges junior explorers.
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Laure d’Hauteville & Christophe Nobileau (Focus Entertainment): Winning with Aliens & Warhammer games?
Christophe Nobileau (CEO) and Laure d’Hauteville (CFO), Focus Entertainment “So if we can do 50 percent publishing with other studios and 50 percent with our…
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Marco Pescarmona (Gruppo Mutui Online): How did Gruppo Mutui Online grow?
Marco Pescarmona, co-founder of Gruppo Mutui Online, on three crises, building and buying businesses, buybacks and M&A discipline (2021).
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Gokul Raj P. (Bavaria Industries Group): Special situations, rights issues and tender offers
Gokul Raj P. (Bavaria Industries Group) explains how he invests in special situations: rights issues, tender offers and spin-offs in India.
