In mid-November 2019 I had the wonderful opportunity to attend a lecture by Jeremy Grantham in Frankfurt. Jeremy Grantham stands for the G in GMO. He is one of the
Category: Value Investing
Dennis Hong: Love of businesses, competition in China & dogs in investing
This post is a transcript of the conversation I had with Dennis Hong of ShawSpring Partners. Here you can enjoy the video of the full conversation: [extoc title=”Table of contents”]
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
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 dem Boden in Afrika oder
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 for an interview. We visited
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
