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#40 Our Top Investing Books

#40 Our Top Investing Books

2023-01-2401:05:06

In this special episode, we speak with Mark Gandy about our favorite investing books. Mark is the host of The CFO Bookshelf podcast and a consultant helping CEOs and CFOs with business development and financial modeling. We discuss books that can help you understand financial statements, evaluate management, and judge the quality of a business. For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on January 3, 2023.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (00:52) The start of our conversation (01:26) Eddie, Niklas, and Mark (03:08) How our passion for investing books started(06:42) How we find guests for the podcast(09:53) The value of investment books (14:36) The investment book list (30:41) The best books on Buffett (35:07) Book recommendations for someone who is new to investing(46:30) Books for understanding financial statements(51:35) The people aspect of evaluating a business(53:38) The last book(01:02:19) About Redeye and Investing by the Books—————————————Books MentionedThe Intelligent Investor - Benjamin Graham Security Analysis - Benjamin Graham and David L. Dodd One Up on Wall Street - Peter Lynch Beating the Street - Peter Lynch Quality First Investing - Björn FahlénThe Investment Checklist - Micheal Shearn Once in Golconda - John Brooks Business Adventures - John BrooksThe Go-Go Years - John Brooks Against the Gods - Peter L. Bernstein Fooled by Randomness - Nassim Nicholas TalebPoor Charlie’s Almanack - Peter D. KaufmanDamn Right! - Janet Lowe The Snowball - Alice Schroeder The Warren Buffett Way - Robert G. HagstromThe Making of an American Capitalist - Roger Lowenstein The Most Important Thing - Howard Marks Millionaire Teacher - Andrew Hallman The Little Book that Builds Wealth - Pat DorseyInvestors Manual - NAICInvestment Biker - Jim Rogers The Education of a Value Investor - Guy Spier Financial Shenanigans - Howard Schilit The Interpretation of Financial Statements - Benjamin GrahamWarren Buffett and the Interpretation of Financial Statements - David Clark and Mary BuffettThe Black Swan - Nassim Nicholas TalebA Random Walk Down Wall Street - Burton G. Malkiel The Outsiders - William Thorndike Thinking, Fast and Slow - Daniel KahnemanInfluence - Robert Cialdini The Complete Financial History of Berkshire Hathaway - Adam Mead The Five Keys to Value Investing - Dennis Jean-Jacques100 Baggers - Chris Mayers —————————————Other resources Berkshire Hathaway’s annual shareholder letters Howard Marks’ memos —————————————More on Mark TwitterWebsite—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Gregory Zuckerman is an investigative reporter at The Wall Street Journal and the author of several books. Since he joined The Journal in 1996, he has received the Gerald Loeb award three times. The focal point for our discussion is his book The Man Who Solved the Market, which tells the story of how Jim Simons launched the quant revolution and created the greatest money-making machine in financial history. For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on December 20, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(02:33) How Gregory got interested in finance and journalism (10:28) Introduction to Rennaisance(13:50) Do what you love(17:50) Why Renaissance survived and others didn’t (20:49) The irony of emotions(23:26) Remaining humble (27:02) How Renaissance gets an edge in the market(31:09) The most durable inefficiencies (30:59) Employee compensation at Renaissance(41:42) Handling tougher periods (44:10) If he could, would Gregory invest in Medallion? (45:57) The performance of the fund after the book’s release (47:06) Pros and cons of quant investors(52:31) Gregory’s Modus Operandi (01:01:20) Book recommendations —————————————Books MentionedThe Man Who Solved the Market - Gregory Zuckerman The Greatest Trade Ever - Gregory ZuckermanA Man For All Market - Ed ThorpBeat the Dealer - Ed Thorp—————————————Companies Mentioned Renaissance Technologies —————————————More on GregoryTwitterLinkedIn—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
In this episode, we speak with none other than Adam Seessel. Adam started as a journalist before venturing into finance through a job at Wall Street. He is the author of ‘Where the Money Is’ and the founder of Gravity Capital Management. Our conversation focuses on his approach to value investing, which draws upon classical concepts and updates them to fit the digital businesses of today.For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team This episode was recorded on December 12, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(02:44) How Adam got started with investing (04:18) Why write another book on value investing? (09:01) The evolution of value investing(16:32) The metrics that are relevant in digital businesses(24:28) Skepticism towards growth and momentum investing(26:30) How to evaluate the quality of a digital company(31:34) Are network effects overrated? (34:57) Brands as the weakest competitive advantage(40:46) Business quality is the most important aspect (42:47) Why DCFs don’t work (47:11) How to allocate your time between evaluating price and quality(53:05) Why Adam started Gravity Capital Management (01:00:21) The most costly cognitive biases (01:02:19) Thoughts on books —————————————Books MentionedWhere the Money Is - Adam Seessel —————————————Companies MentionedEvolutionAmazonApple MetaYahooNetflix—————————————More on AdamLinkedIn—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Carter Johnson is the manager of MCJ Capital Partners, an investment management firm concentrated primarily on small caps. This episode is focused on Distant Force, a book about Teledyne written by Henry Singleton’s right-hand man, George A. Roberts. As usual, our conversation reaches far and wide, covering topics such as dividend policies, working with incentives, and understanding serial acquirers. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on November 10, 2022. —————————————Episode Chapters(00:00) Intro by Eddie & Niklas (01:08) How Carter’s passion for investing started (02:20) The Teledyne success story(05:41) Henry Singleton (09:55) How Teledyne/Singleton approached acquisitions(13:19) Managing the culture while growing through M&As(25:56) Decentralization; now and then(33:15) Untangling Singleton’s toolbox(41:44) Should you pay dividends as a serial acquirer? (46:15) Why did Teledyne split up? (50:52) MCJ Capital Partners (52:49) The importance of available reinvestment opportunities (54:39) Redishred Capital Corp (59:51) Allocating time between reading and researching(01:01:28) Unique book recommendations—————————————Books MentionedDistance Force - George A. Roberts The Outsiders - Will Thorndike The Sleuth Investor - Avner MandelmanThe Rise and Fall of American Growth - Robert J. GordonJunk to Gold - Willis Johnson—————————————Companies MentionedTeledyne Redishred Capital Corp Copart —————————————More on CarterWebsiteTwitter—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Matt Joass is the Founder and CIO at Maven Funds Management. Matt previously worked as a financial analyst at a large international shipping firm and has co-founded the Copenhagen Investment Club. The focal point for our conversation is the book Superforecasting, and we cover everything from thinking in probabilities to good fiction books. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on November 2, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (01:10) How Matt got interested in investing(03:51) Superforecasting(07:02) Why are people bad forecasters? (10:04) Improving investing through forecasting (12:35) Critique against forecasting(16:58) The ten commandments (25:04) Maven Fund Management (29:46) A walk-through of a case (34:22) Thinking in probabilities rather than certainties (37:48) Breaking things down into smaller pieces(43:22) Growth mindset vs fixed mindset (46:11) Matt’s most common cognitive biases (49:56) System for identifying mistakes (53:37) Book discussions(01:00:17) Final remarks —————————————Books MentionedSuperforecasting - Dan Gardner and Philip TetlockRich Dad Poor Dad - Robert KiyosakiHow Buffett Does It - James Pardoe Snowball - Alice Schroeder A Thousand Brains - Jeff HawkinsThe Talent Code - Daniel Coyle Deep Survival - Laurence GonzalesThe Tao Jones Averages - Bennett W. Goodspeed Rainbows End - Vernor Vinge—————————————Companies MentionedCogstate—————————————More on MattMatt’s TwitterMatt’s LinkedInMattjoass.com—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Derek Lidow holds a PhD in applied physics, has been the CEO of a large public semiconductor company, and has started a business that he sold for $100 million. He is a professor of entrepreneurship at Princeton University and has written three books on the topic. In this episode, we discuss his latest title, The Entrepreneurs. We also ponder big questions, such as whether or not you should drop out of school to start a company. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on October 17, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (03:31) How Derek’s passion for business started(10:39) Do you have to risk it all to win big? (23:47)The world’s first entrepreneur(27:43) A copper-age analog to Silicon Valley (30:57) Cornelius Vanderbilt (39:33) J P Morgan (42:03) Venture capital funding electronics(44:27) Scaling demand(51:27) Slavery scaled (57:36) Punish bad behavior or reward good? (01:09:17) Dealing with short-termism(01:11:51) Should you drop out of school to start a company? (01:17:02) Sam Walton > Elon Musk (01:19:52) John Patterson(01:23:12) Book Recommendations—————————————Books MentionedThe Entrepreneurs - Derek Lidow Startup Leadership - Derek LidowBuilding on Bedrock - Derek LidowFour Steps to the Epiphany - Steve BlankThe Startups Owner’s Manual - Steve BlankMaking Sense of Field Research - Sheila Pontis Communicating Knowledge Visually - Sheila Pontis—————————————More on DerekDereklidow.comDerek’s TwitterDerek’s LinkedIn—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Vishal Khandelwal is an author, former equity analyst, and fellow podcast host. He is an insightful writer on investing and how to live a good life, and has amassed a large following. In this episode, we discuss his inspiring book 'The Sketchbook of Wisdom', and the lessons he brings from writing it. We also cover habits for closing out the noise, thoughts on re-reading books, and the philosophy of Ikigai. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on October 17, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (01:02) Introduction to Vishal (03:35) How Vishal’s passion for investing started(11:55) The story of a holocaust survivor (15:44) The five parts of the book(17:36) Chop wood, carry water(22:20) Ikigai(30:50) The biases Vishal suffers from(33:14) Is knowing nothing the highest form of wisdom?(35:34) Age as an obstacle to learning?(37:28) How to reach financial independence(43:26) Prerequisites for becoming a full-time investor (50:40) Dealing with bear markets (55:48) Thoughts on portfolio allocation(58:50) Vishal’s latest investing mistake (1:02:01) Habits for shutting out the noise (1:05:45) Shut Up and Wait(1:10:31) Thoughts on re-reading books—————————————Books MentionedThe Sketchbook of Wisdom - Vishal KhandelwalShut Up and Wait - Vishal Khandelwal (To be released) The Intelligent Investor - Benjamin GrahamPoor Charlie’s Almanack - Peter KaufmanHow to Stop Worrying and Start Living - Dale Carnegie Man’s Search for Meaning - Viktor Frankl The Bhagavad Gita—————————————The One Percent Show (Available on Youtube, Spotify, Apple Podcasts, etc.) Safal Niveshak WebsiteVishal's Twitter—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Adam Mead is the CEO and CIO at Mead Capital Management and author of 'The Complete Financial History of Berkshire Hathaway'. The book sits at 700+ pages, making it one of the most comprehensive accounts of Warren Buffett’s creation to date. In the episode, we discuss successful capital allocation, accounting as the language of business, and why Berkshire should not be split up.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on September 7, 2022.—————————————Episode Chapters(00:00) Intro by Eddie (00:23) Introduction to Adam (04:24) How the book came about(09:18) Interesting lessons from writing the book(16:08) Patience is a virtue (17:49) Growth CapEx vs Maintenance CapEx(26:52) The main sources of growth during the formative years(28:40) The acquisitions that “moved the needle”(34:57) Why Berkshire shouldn’t be split up(40:19) Lessons on inflation(43:30) Adam’s personal career(45:13) An investor’s habits (56:42) Adam’s cognitive biases(59:06) The language of business (01:10:44) Book recommendations—————————————Books MentionedThe Complete Financial History of Berkshire Hathaway - Adam MeadThe Warren Buffett Way - Robert HagstromPoor Charlie’s Almanack - Peter KaufmanSeeking Wisdom - Peter BevelinLeonardo da Vinci - Walter IsaacsonManias, Panics, and Crashes - Charles Kindleberger—————————————Companies MentionedBerkshire HathawayNational Indemnity GeicoAppleThe Washington PostScott Fetzer Berkshire Hathaway EnergyBNSFSee’s Candies Markel Capital Alleghany CorporationFairfaxBoston Beer CompanyHeineken Anheuser-Busch InbevJack Henry Fastenal —————————————More on Adam Mead Capital Management - https://meadcm.com/The Oracle’s Classroom - https://theoraclesclassroom.com/Twitter - https://twitter.com/BRK_StudentBook recommendations - https://theoraclesclassroom.com/books/Watchlist Investing (10% discount with code Redeye) - https://watchlistinvesting.com/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Christian Billinger is the chairman of Billinger Förvaltning, a privately held investment company focused on owning high-quality businesses. For this episode, Christian has selected Terry Smith’s great book Investing for Growth. Our conversation covers a wide array of fascinating topics including market timing, traits of a successful investor, and how to go about selling a stock.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on August 17, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas (01:34) How Christian’s passion for investing started(02:40) Introduction to Investing for Growth and Terry Smith (07:33) Highlights of the book(09:40) Why low volatility stocks sometimes generate the highest return(11:19) Timing the market(12:40) The importance of return on capital for value creation(13:38) When diversification becomes unnecessary(15:11) How much to pay for high quality (17:33) Three Steps to Heaven(18:59) Terry Smith vs Warren Buffett(26:32) Investing lessons from Tour de France(29:01) Critique against value investing (and special situations)(31:12) The Art of Selling(39:22) When to buy high-quality companies cheap(42:52) Traits of a successful investor (49:38) Christian’s best investment and the lessons from it(54:09) Book recommendations(56:52) Final remarks—————————————Books MentionedInvesting for Growth - Terry Smith Quality Investing - Lawrence CunninghamCapital Returns - Edward Chancellor —————————————Companies MentionedTCI (Tele-Communications Inc)AKO Capital FundsmithTesco IBMBerkshire Hathaway Markel Capital Lindsell TrainKimberly-ClarkSGSDomino’s PizzaMeta PaypalDiageoDavide Campari Rémy CointreauLVMH Hermès—————————————More on ChristianBillinger Förvaltning: https://www.billingerforvaltning.se/ LinkedIn - https://www.linkedin.com/in/christian-billinger-41688087/ —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Gautam Baid is the Managing Partner and Fund Manager at Stellar Wealth Partners and author of The Joys of Compounding. He has previously worked as a portfolio manager at Summit Global Investments and as a senior analyst at Citigroup and Deutsche Bank. During our wide-ranging conversation, we discuss Gautam’s investment philosophy, common misconceptions among investors, and typical traits of a high-quality business. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on August 5, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(04:31) Why and how The Joys of Compounding came about(07:08) When compounding works against you(09:02) Why value investing has endured for so long(10:11) The importance of financial independence (12:18) Gautam's investment philosophy(20:22) Traits of a high-quality business(22:36) Common misconceptions among investors (24:31) How to behave in bear markets(26:55) Thoughts on portfolio allocation(28:42) Advice for aspiring fund managers (33:01) The fee structure in Gautam’s fund (36:43) Why invest in India?(44:21) How to evaluate corporate governance (47:53) Investing in developing versus emerging countries(49:19) The two themes of Stellar Wealth Partners(52:15) Gautam's reading habits and book recommendations—————————————Books MentionedThe Joys of Compounding - Gautam BaidA Random Walk Down Wall Street - Burton MalkielInvesting for Growth - Terry SmithMastering the Market Cycle - Howard MarksYou Can Be a Stock Market Genius - Joel GreenblattMore Than You Know - Michael Mauboussin Seeking Wisdom - Peter BevelinAll I Want to Know is where I'm Going to Die So I'll Never Go There - Peter BevelinCommon Stocks and Uncommon Profits - Philip Fisher—————————————More on Gautam BaidThe Joys of Compounding: https://www.thejoysofcompounding.com/Stellar Wealth India: https://stellarwealthindia.com/LinkedIn: https://www.linkedin.com/in/gautam-baid-cfa-b40b7110/ Twitter: https://twitter.com/Gautam__Baid—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Will Thorndike is the co-founder of Housatonic Partners and host of the 50X podcast. In this episode, we discuss Will’s masterpiece “The Outsiders” and the lessons he brings from writing it. The book covers eight CEOs who excelled at capital allocation and describes the strategies underlying their success. "The Outsiders" was published ten years ago, and recommended by Warren Buffett in his 2012 annual shareholder letter.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on August 17, 2022.—————————————Episode Chapters (00:00) Intro by Eddie & Niklas(03:16) How Will’s passion for investing started(08:13) Common traits of the outsiders(19:49) Holding on to high-quality companies(26:06) The importance of corporate culture(34:49) When M&A becomes value-destroying(38:53) How to think about share issues(41:41) How to find outsider CEOs(50:19) The outsiders of tomorrow(56:03) Thoughts on valuation(1:02:39) Book recommendations—————————————Books Mentioned Money Masters of Our Time - John Train Sam Walton: Made in America - Sam WaltonShoe Dog - Phil Knight Fortune’s Formula - William Poundstone Buffett: The Making of an American Capitalist - Roger Lowenstein The Snowball - Alice SchroederYou Can Be a Stock Market Genius - Joel GreenblattThe Warren Buffett Portfolio - Robert HagstromElusive - Frank Close —————————————Companies MentionedCapital Cities BroadcastingTeledyneGeneral Dynamics TCI The Washington PostRalston Purina General CinemaBerkshire HathawayDanaherProsus Arch Reinsurance RCI Hospitality Constellation Software Brookfield Asset ManagementLifco—————————————More on Will Thorndike 50X Podcast - Will's podcast where he discusses and dissects extraordinary investments—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Mark Mahaney calls himself “Wall Street’s oldest and longest-lasting technology analyst”. We learn about Mark's lessons for successful tech investing, his passion for the analyst job, and the quality of the big tech companies of today, including Meta and Spotify.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on August 11, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(02:02) Mark’s story(06:58) Writing Nothing But Net(09:29) Dislocated High-Quality Stocks (DHQs)(14:15) The value of premium growth(23:47) Winning management traits(28:00) Employees as an advantage(31:20) Losing networks effects (34:17) Companies with optionalities(36:41) Duration of tech businesses(38:26) TikTok and engagement data(41:22) The three roles of an equity analyst(45:46) The investor perspective(50;28) Sleuthing and customer surveys(59:38) Spotify & Meta = DHQs?(1:07:31) Company specific vs Macro issues(1:10:02) Top books—————————————Books MentionedNothing But Net - Mark MahaneyOne Up on Wall Street - Peter LynchThe Smartest Guys in the Room - Bethany McLeanNo Rules Rules - Reed Hastings & Erin MeyerThe Sleuth Investor - Avner MandelmanThe Black Swan - Nassim Nicholas TalebFreakonomics - Steven Levitt & Stephen J. Dubner—————————————Companies Mentioned (in order of first appearance)Groupon NetflixAmazonUberAppleWarby ParkerAirbnbEnron SpotifyGoogleeBayGrubhubMetaYahoo!AOLTikTokDoorDashStitch FixBlue ApronSnap1stDibsZulilyWixShopifyLyft—————————————More on Mark MahaneyTwitter: https://twitter.com/markmahaneyWebsite: https://www.marksfmahaney.com/book—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Magnus Angenfelt is a seasoned hedge fund manager and author of 'The World's 99 Greatest Investors'. Among many things, we discuss what we can learn from the best, the ideal conditions for an active investor, and how Magnus operates as a portfolio manager. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(03:05) Background of Magnus Angenfelt(05:13) Creating the ultimate investment book(09:43) Selecting the 99 greatest investors(13:39) Three extraordinarily influential investors(15:47) Common denominators among the GOATs(21:37) Top 5 greatest investors of all time(23:28) Improving conditions for active investors(27:21) Magnus’ investment philosophy(30:57) Hedge fund experiences from 2000-2022(34:57) The emotional aspect of investing(37:22) What defines a good sell-side analyst?(39:51) Book inspiration and final remarks—————————————Books MentionedThe World's 99 Greatest Investors - Magnus AngenfeltThinking Fast and Slow - Daniel KahnemanOne Up on Wall Street - Peter LynchJohn Neff on Investing - John Neff—————————————More on Magnus AngenfeltAbout Chelonia Market Neutral: http://www.archipelago-investments.com/chelonia-market-neutral/The fund on Nordnet (Nordic broker): https://www.nordnet.se/marknaden/fondlistor/16973107-chelonia-market-neutral—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Andrew Wagner is the CIO of Wagner Road Capital Management and the author of "The Economics of Online Gaming". In our conversation, Andrew tells the fascinating story behind the book and we discuss the surprisingly many ways that gaming can make us advance in economics, business, and investing.A special thanks to Adam J. Mead for connecting us with Andrew Wagner. We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 15, 2022.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(02:24) Background of Andrew Wagner(07:58) How the book came to be(11:16) The story of the book(16:48) Gaming experience on the CV(18:33) Monopoly breakdown and culture(22:57) Boycott - an investment opportunity?(28:04) Competitive advantages(33:57) The Principle-Agent Problem(36:58) Wagner Road Capital Management(42:04) Different stages of life in a business(43:36) Four categories of biases (49:01) Book inspiration—————————————Books MentionedThe Economics of Online Gaming - Andrew WagnerThe Warren Buffett Way - Robert HagstromThe Warren Buffett Portfolio - Robert HagstromThinking Fast and Slow - Daniel Kahneman Influence - Robert CialdiniThe Age of Propaganda - Anthony Pratkanis & Elliot Aronson—————————————More on Andrew WagnerLinkedIn: https://www.linkedin.com/in/atwagnerWagner Road Capital Management: https://www.wagnerroadcm.com/The Economics of Online Gaming on Business Expert Press: https://www.businessexpertpress.com/books/the-economics-of-online-gaming-a-players-introduction-to-economic-thinking/The Economics of Online Gaming on Amazon: https://www.amazon.com/dp/B084Z77PSW/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
#26 One Year - Any Wiser?

#26 One Year - Any Wiser?

2022-07-1101:02:39

In this special episode, we reflect on our lessons from the first year of the podcast. We discuss investment style, how to filter information, and the most dangerous behavioral aspects for investors. Clips from some of our previous guests are included.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.—————————————Episode Chapters(00:00) General reflections from the first 25 episodes(10:12) Re-reading books and alternative histories(14:26) Investment style, gumbo, and bear markets(27:49) Different ways to gain an edge(32:52) The businessman made the business (38:44) Focus and information filtering (49:49) Lessons from psychology(55:08) Advice on how to read—————————————Books MentionedDear Chairman - Jeff GrammBusiness Adventures - John BrooksThe Model - Richard LawrenceJohn Neff on Investing - John NeffInvesting: The Last Liberal Art - Robert HagstromThe Intelligent Investor - Benjamin GrahamWhy Moats Matter - Heather BrilliantPoor Charlie’s Almanack - Peter KaufmanThe Sleuth Investor - Avner MandelmanThe Man Who Solved the Market - Gregory ZuckermanThe Smartest Guys in the Room - Bethany McLeanQuality First Investing - Björn FahlénDedicated - Pete DavisGetting There - Gillian Zoe SegalAn Investment Thinking Toolbox - Daniel ZhangHow to Read a Book - Mortimer Adler—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Richard Lawrence is the founder of Overlook Investments and one of the best investors in Asian equities over the last three decades. Richard founded Overlook Investments in Hong Kong in 1991 and the fund has since then beat the market by 6.5 percentage points per year. At the time of recording, June 10th, 2022, Overlook held more than USD 6 billion in assets.—————————————We discuss Richard's book "The Model", with his best lessons from bear markets, Overlook's successful investment philosophy, his thoughts on investing in China, and the art of selling. A must-listen for every fund manager and private investor aiming to outperform the market over the longer term.—————————————A special thanks to our friends at Next Gen Investors Endowment and Daniel Phua at Foord Asset Management for connecting us with Richard Lawrence. —————————————We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(03:19) Life journey of Richard Lawrence(09:48) Bear market lessons and personality traits(20:51) Philosophy and inspiration of Overlook Investments(36:42) Investing in China from 1985 to 2022(48:18) The success of TSMC(51:39) The art of selling(55:33) Legal cap on subscriptions(1:01:51) The outlook of Overlook Investments(1:03:35) Overlook Hall of Fame(1:05:48) Book inspiration—————————————Books/Periodicals MentionedThe Model - Richard LawrencePioneering Portfolio Management - David SwensenThe Buffett Partnership LettersThe New Money Masters - John TrainThe Outstanding Investor DigestOne Up On Wall Street - Peter LynchThe Investor's Anthology - Charles EllisClassics II: Another Investor's Anthology - Charles EllisMargin of Safety - Seth KlarmanThe Investor’s Equation - William Bowen and Frank GanucheauThe Mind of Wall Street - Leon Levy—————————————More on Richard LawrenceThe Model: https://themodel.com/Email: rlawrence@themodel.comOverlook Investments: https://overlookinv.com/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Gillian Zoe Segal is the author of 'Getting There: A Book of Mentors'. In the book, Gillian has interviewed and photographed 30 superstars, including Warren Buffett and Michael Bloomberg. We talk about her special relation to Berkshire Hathaway, seven common traits among successful people, qualities to look for in a mentor, and much more.The episode was recorded on May 24, 2022. For more info about the podcast, go to the episode page. Follow us on Twitter: https://twitter.com/IB_Redeye—————————————Episode Chapters(00:00) Intro to Gillian and Getting There(03:41) Gillian's special relation to Berkshire Hathaway(06:47) Choosing people to interview and the book title(09:50) Seven common factors of successful people(15:02) Jim Koch's lessons from mountaineering(18:15) The third door and dealing with rejection(24:17) Why success can turn into failure(27:30) Play to your strengths, but be ready to sacrifice something(32:22) Gillian's fav advice(34:07) The right attitude, for the right people(36:01) Mentors, role models, and heroes(40:10) Becoming a mentor(41:48) Qualities to look for in a mentor(43:47) Risks of having mentors(46:52) Learning about yourself(48:26) The worst advice(49:17) Book recommendations—————————————Books MentionedGetting There - Gillian Zoe SegalNew York Characters - Gillian Zoe SegalThe Third Door - Alex BanayanBad Blood - John CarreyrouA Search in Secret India - Paul BruntonThe Education of a Value Investor - Guy SpierRicher, Wiser, Happier - Influence - Robert CialdiniPre-Suasion - Robert Cialdini—————————————Episodes MentionedPatrik Wahlén - Episode 14: Investing by the Books podcastShree Viswanathan - Episode 20: Investing by the Books podcastBryan Lawrence - Episode 440: The Investor's Podcast—————————————More on Gillian Zoe SegalLinkedIn: https://www.linkedin.com/in/gillian-zoe-segal-64041021/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Rajeev Agrawal is the Fund Manager & Managing Partner at DoorDashi India Fund. For this episode, Rajeev has picked one of our favorite books - Poor Charlie’s Almanack - with wisdom from Charlie Munger, compiled by Peter Kaufman. Our conversation is an educational and inspiring discussion of how the ideas can be applied practically in our strive to become first-class investors.The episode was recorded on May 23, 2022. For more info about the podcast, go to the episode page. Follow us on Twitter: https://twitter.com/IB_Redeye—————————————Episode Chapters(00:00) Intro to Rajeev Agrawal(03:15) About the bible(05:33) Intro to Peter Kaufman(07:00) Applying Poor Charlie’s Almanack(15:01) Chapter 1: A Portrait of Charles T. Munger(24:08) Chapter 2: The Munger Approach to Life, Learning and Decision Making(43:08) Chapter 3: Mungerism: Charlie Unscripted(49:26) Chapter 4, Speech 11: The Psychology of Human Misjudgment(1:06:19) Investing in India(1:12:04) Book recommendations—————————————Books MentionedPoor Charlie's Almanack - Peter KaufmanThe Education of a Value Investor - Guy SpierBerkshire Hathaway Letters to ShareholdersThe Most Important Thing - Howard MarksThere's Always Something to Do - Christopher Risso-GillThe Intelligent Investor - Benjamin GrahamThink and Grow Rich - Napoleon HillThinking Fast and Slow - Daniel KahnemanInfluence - Robert CialdiniFooled by Randomness - Nassim Taleb—————————————More on Rajeev AgrawalDoorDarshi: https://www.doordarshiadvisors.com/LinkedIn: https://www.linkedin.com/in/rajeevagrawal/Twitter: https://twitter.com/rajeev_agr—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Avner Mandelman is a former rocket scientist and hedge fund manager ​that has written several books and served in the Israeli Air Force. In a rare interview, we discuss his unconventional and intriguing strategy of stock sleuthing - collecting physical evidence to become a superior investor.A special thanks to our listener @InwestMannen who inspired us to connect with Avner. We welcome all suggestions of interesting authors, books, investors, and voracious readers @IB_Redeye. The episode was recorded on March 7, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(04:42) Get to know Avner Mandelman(08:18) Sleuthing vs. Scuttlebutt(12:03) Sleuthing anecdotes(18:03) Applying sleuth investing(22:40) Traits of successful sleuths(28:25) Sleuthing digital companies(34:50) Stock ideas, analysis, and the Turing test(41:49) The right leader for the right business(52:38) Sleuthing tools: beer, phone, and a star map(1:06:47) Sleuthing challenges, behavior, and market outlook(1:16:07) Improving your judgment(1:28:53) Book inspiration(1:32:39) The Advanced Sleuth Investor—————————————Books MentionedThe Sleuth Investor - Avner MandelmanThe Snowball - Alice SchroederTaming the Lion: 100 Secret Strategies for Investing - Richard FarleighEssentials of Myers-Briggs Type Indicator Assessment - Naomi L. QuenkPlutarch’s Parallel Lives - PlutarchThe Pursuit of Victory: The Life and Achievement of Horatio Nelson - Roger KnightWho: The A Method for Hiring - Geoff Smart and Randy Street (about how to hire the best CEO for a company - recommended by Avner off-record)—————————————More on Avner MandelmanAmazon: https://www.amazon.com/Avner-Mandelman/e/B001IQZKWS%3FTwitter: https://twitter.com/avnermandelmanYoutube: https://www.youtube.com/channel/UCYqoVE89bEiKmybAlnLEq4wWikipedia:https://en.wikipedia.org/wiki/Avner_Mandelman—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
In this special episode, we discuss our adventure to Omaha and insights from watching Buffett and Munger on stage at Berkshire Hathaway’s annual meeting 2022. With thousands of like-minded investors attending, we took the opportunity to interview four seasoned money managers: Shree Viswanathan, Christian Billinger, Rajeev Agrawal, and Adam J. Mead.We welcome all suggestions of interesting authors, books, investors, and voracious readers around the world @IB_Redeye. The episode was recorded between April 29 and May 1st, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Omaha: Day 1(05:16) Omaha: Day 2(08:37) Interview: Shree Viswanathan, SVN Capital(13:27) Interview: Christian Billinger, Billinger Förvaltning(16:49) Interview: Rajeev Agrawal, DoorDarshi India Fund(25:40) Takeaways from KEDM/Kuppy's Event (27:40) Takeaways from Berkshire’s Q&A(40:49) Takeaways from Trupanion’s AGM(42:47) Interview: Adam J. Mead, Mead Capital Management(53:20) Takeaways from Willow Oaks Asset Management’s Event (59:24) Takeaways from Markel Corporation’s Brunch(1:02:18) Final remarks—————————————Books MentionedThe Oracle's Fables - John PrescottGetting There - Gillian Zoe SegalThe Complete Financial History of Berkshire Hathaway - Adam MeadThe Intelligent Investor - Ben Graham—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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