By Redeye AB
5
22 ratings
The podcast currently has 67 episodes available.
Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author with his book Buffett’s Early Investments. The focus of our conversation is Brett's book, where he has uncovered a few of Buffett’s investments in the 1950s and 1960s that until now have been rather unknown.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 October 9, 2024. The video was unfortunately not recorded due to technical issues.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:34) Introduction to Brett
(04:21) Buffett’s Early Investments
(08:47) How the investments were selected
(15:30) Marshall-Wells: The first investment
(20:52) Philadelphia and Reading
(27:36) Walt Disney Productions
(36:10) Can Buffett compound $1 million at 50% per year?
(39:18) Brett’s current role at Discerene Group
(40:53) Two lesser-known book recommendations
(45:37) Final remarks
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Books Mentioned
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Companies Mentioned
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More on Brett
Twitter/X - @brettgardner_10
LinkedIn - Brett Gardner
E-mail - [email protected]
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
Simon Kold is the founder of the Denmark-based investment firm Kold Investments and was previously at Novo Holdings, one of the world’s largest investment organizations. Our conversation focuses on Simon’s upcoming book, On the Hunt for Great Companies, which details how to determine business quality. We cover the aspects we find the most interesting and encourage everyone to buy the book and read it in full. The book will be released on 29 October 2024.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 September 11, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:38) Welcoming Simon
(05:35) On the Hunt for Great Companies and inspirations
(12:58) Thoughts on the book’s structure
(15:54) How to evaluate passion among management
(20:20) Evaluating communication
(28:46) Focusing on disadvantages to evaluate moats
(36:28) Tapeworms vs Honeybees
(43:08) Predicting demand
(47:05) Views on cyclical companies
(52:32) Is Simon focusing on large or small companies
(54:11) Kold Investments - Simon’s investment company
(01:00:14) Position sizing
(01:04:28) What differentiates Simon’s fund
(01:05:45) Future writings?
(01:07:46) Book discussions
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Books Mentioned
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Companies Mentioned
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More on Simon
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment manager at Baillie Gifford in Edinburgh for twelve years. We speak about The Clock of the Long Now and discuss topics such as investment philosophy, reframing one’s state of mind, and balancing the long with the short term.
For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. 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 August 14, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:20) Welcoming Moritz
(04:56) The Clock of the Long Now
(15:54) Connecting the book’s guidelines to investing
(18:59) Handling the daily noise while keeping a long-term view
(22:26) What’s a long-term view in investing?
(28:38) Balancing the long and short term
(33:03) Scenarios vs forecasts
(35:52) Final lessons from the book
(37:20) The investment philosophy at Antheia
(45:45) The Goldberg principle
(48:44) Going lower down in the organisation to understand the culture
(52:48) Limitations in Antheia’s investment approach
(54:21) How is Moritz evaluated
(58:38) Moritz’s biases
(01:03:08) Book discussions
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Books Mentioned
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Companies Mentioned
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More on Moritz
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 years of experience as an investment analyst and has been a partner and head of research at two multi-billion dollar hedge funds. We discuss his book, the Smart Money Method, how he trains finance professionals, and his investment philosophy.
For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. 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 July 17, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(02:07) Introduction with Steve
(07:39) Steve’s early career
(11:29) Has finance become a more boring work environment?
(15:02) Steve’s investment philosophy over time
(22:48) Capital cycle investing
(26:29) Investing with crooks can be highly profitable
(29:30) How investors and finance professionals should learn today vs yesterday
(37:50) Exploiting the gap between perception and reality
(45:25) How to determine whether companies are over or under-earning
(51:48) Retesting the hypothesis after a decline
(58:57) The biggest skill shortage that Steve sees
(01:06:18) Key takeaway for someone entering the industry
(01:14:15) Impressive people that Steve has met
(01:20:04) The plan for Steve and his business
(01:25:42) How to get in touch with Steve
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Books Mentioned
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Companies Mentioned
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More on Stephen
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 June 5, 2024.
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Episode Chapters
(00:00) Introduction by Niklas & Henrik
(02:25) Welcoming Torbjörn
(06:11) Sources of inspiration for Capital Allocation and Value Creation
(08:06) Who is the book for?
(10:10) Capital Allocation and Value Creation
(14:17) Different allocation practices based on the base rates for success
(19:58) The obsession for growth
(22:25) Capital allocation at Nibe
(25:15) Keeping managers on board after an acquisition
(26:33) The three value drivers
(29:53) Cost of capital
(32:40) Empirically, are managers good enough at capital allocation?
(36:56) Earnings quality
(41:17) Improving margins vs improving returns
(43:25) Henrik’s view on manager’s allocation capabilities
(46:47) How companies should handle challenging market situations
(51:55) Why Torbjörn quit his job as a portfolio manager
(53:47) Book discussions
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Books Mentioned
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Companies Mentioned
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More on Torbjörn
LinkedIn - Torbjörn Arenbo
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-source information.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 April 17, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:29) Introducing Chris and his passion for investing
(04:42) We Are Bellingcat
(16:05) How to find an informational edge
(21:12) Paying for data
(25:09) Seeking the truth, not agreement
(28:07) Looking for the other side of your thesis
(31:08) Weighing data points and a story by Chris
(39:07) Shorting stocks
(43:45) Parallels to sleuth investing
(47:24) Drawing the ethical line
(52:49) Plural Investing and investment philosophy
(01:04:28) Book discussions
(01:07:27) Mentors and role models
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Books Mentioned
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More on Chris
Plural Investing
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye.
This interview was recorded on May 30, 2024.
For more info about the podcast, go to the episode page and make sure to follow us on X/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.
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About the Podcast
Intro 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/X: 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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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 are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 March 20, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(02:10) Welcoming Staffan Salén
(04:45) The Salén Story
(07:49) Hands-off leadership in the early 20th century
(09:00) The Salén Spirit
(11:10) The family business during WWII and beyond
(18:23) Modern times and societal commentary
(21:18) What the Salén family considers important in early-stage ventures
(23:20) Staffan’s early career
(31:19) The Sagax investment
(38:02) The eWork investment
(41:57) The Green Landscaping investment
(46:44) Creating value from acquisitions
(50:45) What makes a good board?
(52:34) Measuring success
(54:30) The next generation of Salénia
(55:51) Views on life more generally
(01:01:00) Is there too much information available today?
(01:05:21) Book recommendations
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Books Mentioned
To receive a copy of "The Salén Story", contact [email protected] (limited availability)
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Companies Mentioned
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More on Staffan
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: https://twitter.com/Investbythebook
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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/X: https://twitter.com/Redeye_
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Disclaimer
Notice 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
How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze.
For more info about the podcast, go to the episode page and make sure to follow us on X/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 April 22, 2024.
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Books Mentioned
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Companies Mentioned
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More on Pieter
Compounding Quality: https://www.compoundingquality.net/
LinkedIn: https://www.linkedin.com/in/pieter-slegers-649354248/
X: https://twitter.com/QCompounding
X: https://twitter.com/slegers_pieter
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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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/X: 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/X: https://twitter.com/Redeye_
—————————————
Disclaimer
Notice 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
The podcast currently has 67 episodes available.
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