Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following topics: Introduction [00:00:00] Tilman Versch: In this interview,
Category: Investment philosophy
What happened to the drunk in the bar, Guy Spier?
Guy Spier is back! 3 years after our first interview, I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed
Axel Krohne, why are you looking for crisis?
Axel Krohne is a Value Investor with a focus on Emerging Markets. With his firm Krohne Capital, he manages an Emerging Markets fund. In our interview series, which was recorded
Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?
Yefei Lu, an analyst at the German Value Investing Boutique Shareholder Value Management, has closely studied the investments of Warren Buffett, Charlie Munger and Berkshire Hathaway. That lead him to
Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons
In this talk, Greggory Warren of Morningstar explains 5 Reasons to Consider Buying Berkshire Hathaway. Greggory Warren is a member of the questionnaire panel at the Berkshire Hathaway Annual meeting.
Dev Kantesaria, what is your formula for quality investing?
Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio, he is focusing on high-quality stocks. In our interview, you can get to know
Soo Chuen Tan, what did you learn from building Discerene Group?
Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we
How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock
John Zolidis is an expert on retail and restaurant stock. I had the pleasure to interview him on different opportunities in his universe of coverage. We have discussed the following
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of
Richard Howe, how to invest in spin-offs and special situations?
Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was done in 2020. We made
