Rom Wilson (ACM Capital Management): From China to Elephants & Snapchat, building an investment firm
Rom Wilson of ACM Capital has a very interesting investing journey & his investing style. He invested in China before starting a global fund.
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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Thatcher Martin (Spree Capital): What do great investments share?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses.
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Gokul Raj P. (Bavaria Industries Group): How to invest in India?
Gokul Raj P. is an outstanding investor with a great track record. Here we discussed the question of how to invest in India.
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Karsten Schlageter (ABO Wind): How are you building the energy future at ABO Wind?
Karsten Schlageter of ABO Wind on how the developer builds wind and solar projects, enters new countries and where he sees growth (2021).
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Clifford Sosin (CAS Investment Partners): Why are you investing in Carvana stock?
Clifford Sosin of CAS Investment Partners explains why Carvana was his biggest holding in 2019, why he shorts and how he sees self-driving cars.
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Fred Liu (Hayden Capital): What are the benefits of sharing secrets as an investor?
Fred Liu (Hayden Capital) on sharing his research, his four criteria for new ideas and how he built the Sea Limited position. Interview from 2021.
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Guy Spier (Aquamarine Capital): What is your advice for starting an investment fund?
Guy Spier (Aquamarine Capital) shares his advice for young managers who want to start a fund: think long term, fees, marketing and writing a book.
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Cliff Sosin (CAS Investment Partners): What matters in 10 years? On company culture
Cliff Sosin of CAS Investment Partners on what will matter in 10 years, how he judges company culture and how he gathers information.
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Dennis Hong (ShawSpring Partners): How did you build ShawSpring Partners?
Dennis Hong, ShawSpring Partners “It’s day one. We’re still growing and learning as a team. We still have to figure a lot of stuff out.”…
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Guy Spier (Aquamarine Capital): What has a bar to do with finding investment ideas?
Guy Spier (Aquamarine Capital) on his investing process: why he sees himself as a drunk in a bar and how he finds ideas to research companies.
