Swen Lorenz had the pleasure to take notes during the presentations of Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019. Here
Category: Regions
Rupal Bhansali (CIO of Ariel Investments) "Non-consensus investing"
As Chief Investment Officer of Ariel, Rupal Bhansali oversees USD 7bn of AUM in long-only international and global equity strategies. She started her career at
Swen Lorenz: Ideas & wisdom from the Project Punch Card Conference
On 11 December 2019, the 2nd annual “Project Punch Card” value investing conference took place in partnership with the Gabelli Center for Global Securities Analysis
Value Investing & Gold – How does that fit? An interview with Caesar Bryan
Value Investing und Gold – das ist eine Kombination, das man selten gemeinsam antrifft. Von Warren Buffett soll sogar dieses Zitat stammen: “Gold wird aus
The Real Secret About Why Corporate Mergers Fail
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you
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
How did Clifford Sosin achieve over 30%+% return over several years?
Clifford Sosin – also known as Cliff Sosin – from CAS Investment Partners was a very different and at the same time very exciting partner
Our Journey to Warren Buffett: The Berkshire Hathaway Video Collection
We were for you at the Berkshire Hathaway annual shareholder meeting in Omaha. This article gives you a chronological overview of all our activities. Here
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
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
