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
Guy Spier, how would you invest 1 million $ in China?
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,
Matthias Riechert, what is your compounding concept?
Matthias Riechert of P&R Investment Management was the first guest during the Emerging Managers Day of the RV Capital Meeting 2023. As a service for our readers, we are sharing
What happened since 2021, 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. Please find all
Jacob McDonough, how is Warren Buffett’s capital allocation?
Jacob McDonough (his Twitter) has written a very interesting book: Capital Allocation: The Financials of a New England Textile Mill. During the RV Capital Meeting 2023, we could chat about
What chances does investing in metals offer, Anthony Young?
Following the Paris Agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital,
Dr. David Kerr, how has Ryman Healthcare weathered 2022?
It is a good tradition to start the RV Capital meeting with a Q&A with one of the companies in which the fund is invested into. In 2023, we had
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
Axel Krohne, why are you looking for crisis?
Axel Krohne is a Value Investor with a focus on Emerging Markets. With his firm Krohne Capital, he manages an Emerging Markets fund. In our interview series, which was recorded
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