The Berkshire Hathaway Annual Meeting 2023 is taking place soon in Omaha. In a small series before the event, we share the transcripts of three interviews we did on Berkshire
Category: American Investing
How does Stone House invest super concentrated, Mark Cohen?
Mark Cohen’s & Raphael Rabin-Havt’s Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What
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
David Iben, why are you investing globally at Kopernik?
David Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small
Dave Iben, why do you invest in hydro power, uranium & gold?
Dave Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small
Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?
Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers. In a small series between the years, we are sharing this
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
