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
Is Georgia Capital a deep value compounder, Steve Gorelik?
In this video, recorded on 06th November 2019 during the International Value Investing Conference, Steve Gorelik of Firebird Management explains why he likes Georgia Capital. We have discussed the following
David Iben, why are you investing globally at Kopernik?
David Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small
Dave Iben, why do you invest in hydro power, uranium & gold?
Dave Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small
Greggory Warren (Morningstar), will Nestle’s, Unilever’s and Kraft Heinz’s margins shink?
Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers. In a small series between the years, we are sharing this
Wolfgang Grenke, how do you build an MDAX company?
Wolfgang Grenke was a leading figure to build the German Grenke AG. In this interview, we cover the history of the company. The interview was conducted in Juli 2020 and
Wie haben Sie die Grenke AG aufgebaut, Wolfgang Grenke?
In diesem Video habe ich mit Wolfgang Grenke, dem Hauptaktionär bei der Grenke AG, über die Entwicklung seines Unternehmens und Unternehmertum gesprochen. Das Interview wurde 2020 geführt und wird hier
How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock
John Zolidis is an expert on retail and restaurant stock. I had the pleasure to interview him on different opportunities in his universe of coverage. We have discussed the following
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of