Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Here you can find the transcript of the
Category: European Investing
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
Bolloré: Investing in Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value
What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported Rob with the production of
Investors on the Climate Crisis: The Floriabubble & Questions on Food Security
Over the past few weeks, I have been intensively examining what scientists and long-term investors are saying about the climate crisis and climate change. The questions were: How do they
Berlin Green Investment Summit 2019: The videos
Value Investor Jeremy Grantham has named it as a “Race of our Lives“: Adapting to the challenges of the climate crisis, which must go hand in hand with a comprehensive
New quantum leaps in battery and solar cost?
The changes in energy production and storage are massive: Prices for both batteries and electricity from renewable energies have fallen sharply. It is becoming apparent that even more is possible
What can you learn from Value Investor Robert Vinall?
Robert Vinall (RV Capital) is one of the best investors we know. With the Business Owner Fund he has achieved an annual return of 18.5% since 2008. This was not
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
