It is our pleasure to bring you an interview with Shawn Kravetz, president of Esplanade Capital in Boston. The interview was conducted in December by Joshua Berg and his father Ethan, CIO of G4 Partnership. We are grateful to Josh…
The lack of market volatility and low risk-free rates of return, as evidenced by negative yielding government bonds, has created a tricky environment to invest in. For me, the most attractive companies to invest in are those with high free cash flow…
James Choa presented his in-depth investment thesis on CK Hutchison (Hong Kong: 1) at Asian Investing Summit 2016. CK Hutchison: With a market capitalization of US$50 billion, CKH is an investment holding company with five core businesses in retail, infrastructure,…
Amit Wadhwaney presented his in-depth investment theses on Sino Land (HK: 0083), Guoco (HK: 0053) and Exito (Colombia: EXITO) at Best Ideas 2016. We conducted a Q&A session with Amit Wadhwaney on value investing in Asia and Latin America. During…
Henrik Andersson presented his in-depth investment thesis on Carl Zeiss Meditec (Germany: AFX) at Wide-Moat Investing Summit 2015. Carl Zeiss Meditec is a unique business in many ways. What stands out is its sole focus on the ophthalmology (eye) market,…
Pat Dorsey is one of the thought-leaders on the subject of economic moats. In this interview Pat shares insights into the concept of moats and brings up many examples of companies that prosper from them.
Jean-Marie Eveillard presented his in-depth investment thesis on Keynote Q&A Session at Asian Investing Summit 2014. Some quotables from the Q&A session: “There is a reason for caution, [but] at the same time…in spite of the fact that markets have…
In this interview with Luminous Capital they discuss the importance of putting the client interests first, how to find the right investment managers and the importance of sticking with a rational investment philosophy.
We recently had the pleasure of interviewing Jake Rosser, managing partner of Coho Capital Management.
Scott Barbee is a portfolio manager of the Aegis Value Fund which is one of the most successful Graham-and-Dodd-style mutual funds in the US.
