What are the challenges of Emerging Managers? On this panel Rom Wilson of ACM Capital Management, Txomin Zaratiegui Osés of Arlas Capital and Pratyush Rastogi of Farrer Wealth Advisors are
Category: American Investing
Guy Spier, how would you invest 1 million $ in China?
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,
Matthias Riechert, what is your compounding concept?
Matthias Riechert of P&R Investment Management was the first guest during the Emerging Managers Day of the RV Capital Meeting 2023. As a service for our readers, we are sharing
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
What chances do metals and mining offer, Anthony Young?
Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital,
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
How does the Nebraska Furniture Mart work? Gisela Baur & Tobias Kramer explore
Here we follow Scott Baker, Tobias Kramer (echtgeld.tv), and the Warren Buffett friend Gisela Baur in the Nebraska Furniture Mart. We are learning more about the company Warren Buffett owns
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.
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
