With Andreas Aaen of Symmetry A/S I was happy to discuss his approach and the world of small founder-led companies. We discussed Kambi, Naked Wines, and Where Food Comes From.
Category: Regions
20% returns annually over 21 years: What is Turtle Creek’s secret sauce?
This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle Creek Asset Management presented a
Chris Mayer, how to hunt 100 baggers?
Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them” which is an interesting read
Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning are real experts on Nintendo. In our follow-up conversation, we have made an update on the stock of this Japanese company. Check out Interactive Brokers
How investing global, Pavel Begun of 3G Capital Management?
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.
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
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
What qualities do endowments look for in emerging managers?
Here you can enjoy the transcript of a conversation about emerging managers and allocators between Rob Vinall and three allocators. This transcript is part of a series of transcripts 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
Piet Mouton, how did you build the South African PSG Group?
Here you can enjoy the transcript of a conversation between Piet Mouton (CEO of PSG Group) and Rob Vinall. It is a lesson about doing business in South Africa and