Matthew Brown, why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. We have discussed the following topics: Welcoming Matthew
The youngest quality manager? A talk with Shaurya Gupta
I had the pleasure of interviewing Shaurya Gupta of Gupta Partnership. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We
How have you built Tsai Capital with & against family, Christopher Tsai?
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. We have discussed the
Joshua Collinsworth, what are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing
Christopher Tsai, what is the ultimate goal of investing?
We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai (Tsai Capital) as our first guest in Berlin. We have discussed
Guy Spier, what is your advice for Emerging Managers?
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. We have discussed the following topics:
Tom Gayner, how are you building Markel? A CEO interview
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built
How has RV developed? Andreas Lechner & Rob Vinall answer
During our yearly investor Q&A investors and potential investors of RV Capital have the chance to ask us their questions. We, Rob Vinall and Andreas Lechner will give our detailed
Thomas Triska, is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported
What are challenges of Emerging Managers?
What are the challenges of Emerging Managers? On this panel Rom Wilson of ACM Capital Management, Txomin Zaratiegui Osés of Arlas Capital and Pratyush Rastogi of Farrer Wealth Advisors are
