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.
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.
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.
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.
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.
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/
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.
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.
Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich.
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, focusing on metals and mining.
Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term "concentration" to a maximum. What does this mean for their performance? The answer is surprisingly good!
Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake's background and what he has built with Journal