Andreas Lechner is a close friend of Rob Vinall. In this conversation he outlines his investing style in an exchange with Rob during the RV Capital meeting in Engelberg. Introduction
Category: Investment philosophy
Per Brilioth at VNV Global – the tech investor you never heard of
The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview as well as the podcast. Per Brilioth’s biggest
The value in saying “No”
Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much earlier. One skill that I
Rudi van Niekerk, why are you digging for investing diamonds in SA?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here you can find the video
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik in November 2019. What are
Good Investing Links: Concepts, Housing and China
Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall – Recent memos Mohnish Pabrai
What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a look at his book “The
Wirecard, Enron and what investors can learn from fraudulent businesses
Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the most recent happenings already provide
The Real Secret About Why Corporate Mergers Fail
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you pay, value is what you
Our best investment mistakes and our best learnings
At our Value Investing Conference ValueTag in Frankfurt, we talked about our best investment mistakes and learnings in order to learn from each other. In this article you can participate
