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Apr 9 2024
Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?
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)
Episodes
Apr 9 2024
Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?
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)
Mar 19 2024
Tom Gayner on the Markel Brunch and the Reunion 2024
Tom Gayner on the Markel Brunch and the Reunion 2024
Mar 17 2024
Chris Waller, why does Plural Investing own TerraVest stock $TVK?
Chris Waller of Plural Investing joined us for the first time. Learn more about his fund & investment strategy.
Mar 13 2024
The Complete Financial History of Berkshire Hathaway (Adam Mead)
The Complete Financial History of Berkshire Hathaway (Adam Mead)
Feb 22 2024
What are ABO Wind's best markets, CEO Karsten Schlageter?
In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies' ambition in renewables.
Feb 18 2024
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
Feb 6 2024
Why do you own so much stock of HomeToGo, Steffen Schneider?
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.
Jan 25 2024
Why is Gruppo Mutui Online so different today, Marco Pescarmona?
It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.
Jan 19 2024
Can HomeToGo win in booking & SaaS, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.
Dec 8 2023
What are VNV global's chances after the Babylon fail, Per Brilioth?
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.
Nov 13 2023
Matthew Brown, why have you built an awesome research management system for free?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
Oct 26 2023
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.
Oct 12 2023
The youngest quality manager? A talk with Shaurya Gupta
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.
Sep 28 2023
Christopher Tsai, what is the ultimate goal of investing?
It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin to discuss Tesla and more.
Sep 12 2023
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 in Healthcare services.
Aug 24 2023
What is your advice for Emerging Managers, Guy Spier?
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/
Jul 19 2023
Tom Gayner, how are you building Markel? A CEO interview
It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)
Mar 31 2023
Is Vossloh on track to outgrow expectations, Mr. Trischka?
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.
Mar 23 2023
Guy Spier, how would you invest 1 Mio $ in China?
What is Warren Buffett's dark side he does not want to discover? Find the answer in this interview with Guy Spier.
Mar 22 2023
Marko Graßmann, what do you plan with the Alpha Star Europa fund?
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.