In mid-November 2019 I had the wonderful opportunity to attend a lecture by Jeremy Grantham in Frankfurt. Jeremy Grantham stands for the G in GMO.
Category: American Investing
Dennis Hong: Love of businesses, competition in China & dogs in investing
This post is a transcript of the conversation I had with Dennis Hong of ShawSpring Partners. Here you can enjoy the video of the full
We give you our Berkshire Hathaway Shareholders’ Meeting photos
Starting today, we are making our Berkshire Hathaway Shareholders’ Meeting photos available to you under the Creative Commons License (CC BY 4.0). Under this license,
How is the Berkshire Hathaway Shareholders Meeting without Corona?
This year everything is different – even in Omaha. Because the Berkshire Hathaway Shareholders Meeting 2020 (via the link you get all important information) will
Why are Alphabet and Facebook Online Advertising Powerhouses?
Two of the most dominant advertising companies both in Europe and here in the US are Alphabet and Facebook. Both companies generate a significant amount
Michael Maboussin – Director of Research, BlueMountain Capital
Prior to joining BlueMountain, Michael Maboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael
James "Jamie" Dinan interviewed by Oliver Michael Weinberg
James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm
Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
APG manages USD 500bn (!) for Dutch pensioners. Michael Oliver Weinberg is an asset allocator for APG, and teaches investing at Columbia Business School. He
Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
AQR Capital Management has USD 180bn (!) AUM. Cliff Asness is a very active researcher and writer: Blog, Twitter, research papers, articles and guest contributions.
A panel with Victor Khosla, Robert Koenigsberger, Andrew J. Herenstein
On the panel were Victor Khosla – Founder & Chief Investment Officer, Strategic Value Partners (SVP), Robert Koenigsberger – Founder & Chief Investment Officer, Gramercy
