Location:
United States
Description:
Connecting Investors & Understanding Businesses
Language:
English
Episodes
Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?
4/9/2024
Could Korean stocks offer the same chance for high returns as Japanese stocks had? I discussed that with Chan H. Lee & Albert Yong (Petra Capital)
Duration:00:49:57
Tom Gayner on the Markel Brunch and the Reunion 2024
3/19/2024
Tom Gayner on the Markel Brunch and the Reunion 2024
Duration:00:10:02
Chris Waller, why does Plural Investing own TerraVest stock $TVK?
3/17/2024
Chris Waller of Plural Investing joined us for the first time. Learn more about his fund & investment strategy.
Duration:00:46:41
The Complete Financial History of Berkshire Hathaway (Adam Mead)
3/13/2024
The Complete Financial History of Berkshire Hathaway (Adam Mead)
Duration:00:18:01
What are ABO Wind's best markets, CEO Karsten Schlageter?
2/22/2024
In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies' ambition in renewables.
Duration:00:45:20
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
2/18/2024
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
Duration:00:38:04
Why do you own so much stock of HomeToGo, Steffen Schneider?
2/6/2024
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company.
Duration:00:56:29
Why is Gruppo Mutui Online so different today, Marco Pescarmona?
1/25/2024
It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.
Duration:01:26:49
Can HomeToGo win in booking & SaaS, Steffen Schneider?
1/19/2024
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.
Duration:00:48:01
What are VNV global's chances after the Babylon fail, Per Brilioth?
12/7/2023
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon's bankruptcy and the portfolio companies' chances.
Duration:01:08:47
Matthew Brown, why have you built an awesome research management system for free?
11/13/2023
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
Duration:00:26:04
How have you built Tsai Capital with & against family, Christopher Tsai?
10/26/2023
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.
Duration:00:29:54
The youngest quality manager? A talk with Shaurya Gupta
10/12/2023
I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks.
Christopher Tsai, what is the ultimate goal of investing?
9/28/2023
It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin to discuss Tesla and more.
Duration:00:24:40
Joshua Collinsworth, what are opportunities in health care services?
9/12/2023
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 in Healthcare services.
Duration:00:52:56
What is your advice for Emerging Managers, Guy Spier?
8/24/2023
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/
Duration:00:44:20
Tom Gayner, how are you building Markel? A CEO interview
7/19/2023
It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)
Duration:00:56:04
Is Vossloh on track to outgrow expectations, Mr. Trischka?
3/31/2023
Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be a on a new growth track that is supported by global infrastructure investments.
Duration:01:11:34
Guy Spier, how would you invest 1 Mio $ in China?
3/23/2023
What is Warren Buffett's dark side he does not want to discover? Find the answer in this interview with Guy Spier.
Duration:00:35:18
Marko Graßmann, what do you plan with the Alpha Star Europa fund?
3/22/2023
Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can get insights into the strategy of the fund and Marko's plan with it.
Duration:00:38:22