Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
Category: European Investing
Robert Vinall, what makes a good investment process?
Here you can enjoy our conversation with Rob Vinall of RV Capital. We have discussed the ingridients of a good invesstment process. This transcript is part of a series of
Robert Vinall, what is currently my biggest challenge? A Q&A
Here you can enjoy the transcript of a Q&A with Rob Vinall of RV Capital. It gives you insights into Rob’s investment approach. This transcript is part of a series
Alex Kopel, how do you invest in change at Rowan Street Capital?
Here you can enjoy our conversation with Alex Kopel of Rowan Street Capital. We have discussed how he moved from classical value stocks to businesses that drive change. We have
How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?
Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the
Philipp Haas, on building a fund with good performance & social media
Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund
Karsten Schlageter – How are you building the energy future at ABO Wind?
Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can find the video of our
Guy Spier, what has a bar to do with finding investment ideas?
On October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
Felix Gode, how did you compound with 15%+ in DACH?
I had the pleasure to interview Felix Gode of Alpha Star Funds. Here you can find the full video of the interview and the transcript. This conversation is also available
