The Berkshire Hathaway Annual Meeting 2023 is taking place soon in Omaha. In a small series before the event, we share the transcripts of three interviews we did on Berkshire
Category: Value Investing
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
Focus Entertainment, winning with Aliens & Warhammer games?
We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are
Marco Pescarmona, how did Gruppo Mutui Online grow?
In Juni 2021, I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona. Here you can
Gokul Raj P. – Special Situations, Right Issues, and Tender Offers
Special situations, right issues and tender offers are a very interesting playing field to invest in. Gokul Raj P. gave us some insights into investing in this specialities. The interview
Richard Howe, how to invest in spin-offs and special situations?
Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was done in 2020. We made
What are the best capital allocators in Eastern Europe, Steve Gorelik?
Steve Gorelik works for Firebird Management – a good investor with a good track record in Eastern European markets. With Steve, I could talk in November 2019. In this interview