Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following topics: Introduction [00:00:00] Tilman Versch: In this interview,
Category: Value Investing
What happened to the drunk in the bar, Guy Spier?
Guy Spier is back! 3 years after our first interview, I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed
Marko Graßmann, what is the goal of the Alpha Star Europa fund?
Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. In this episode, Marko Graßmann shares insights about his
How does the Nebraska Furniture Mart work? Gisela Baur & Tobias Kramer explore
Here we follow Scott Baker, Tobias Kramer (echtgeld.tv), and the Warren Buffett friend Gisela Baur in the Nebraska Furniture Mart. We are learning more about the company Warren Buffett owns
Why did Warren Buffett buy Coca-Cola & railroad stocks, Yefei Lu?
Yefei Lu, an analyst at the German Value Investing Boutique Shareholder Value Management, has closely studied the investments of Warren Buffett, Charlie Munger and Berkshire Hathaway. That lead him to
Greggory Warren, why own Berkshire Hathaway? The expert gives 5 reasons
In this talk, Greggory Warren of Morningstar explains 5 Reasons to Consider Buying Berkshire Hathaway. Greggory Warren is a member of the questionnaire panel at the Berkshire Hathaway Annual meeting.
How does Stone House invest super concentrated, Mark Cohen?
Mark Cohen’s & Raphael Rabin-Havt’s Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What
Dev Kantesaria, what is your formula for quality investing?
Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio, he is focusing on high-quality stocks. In our interview, you can get to know
Soo Chuen Tan, what did you learn from building Discerene Group?
Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we
Irakli Gilauri, is Georgia Capital a chance to invest in quality?
I had the pleasure to interview the CEO of Georgia Capital, Irakli Gilauri. Georgia Capital is a Georgian holding that owns a lot of quality assets. We have discussed the
