My guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partnership with no management fee, a high water mark, and a performance allocation applied only to profits exceeding a 6% compounding hurdle. Hadi is personally invested alongside the limited partners. Hadi was born in Indonesia and educated in … Continue Reading
Allfunds with Julio Utrera
My guest is Julio Utrera. Julio is a senior analyst at Southeaster Asset Management. We discussed Allfunds which is listed in the Netherlands. Click here for the stock chart. We go over the company's fund distribution business, the bear arguments, and the potential current opportunity in the stock. YouTube video below or for audio only you can listen to the episode on Spotify or Apple Podcasts. … Continue Reading
Valuation Workshop Slides
William Tohme and the CFA Society Emirates invited me to present at the MENA Investment Congress that was on Sept 30-Oct 1. It was my first visit to Abu Dhabi and I had no idea what the audience would be like. William asked me to do a 45-min Valuation Workshop which I am sharing with you below. I touched on various approaches with examples. I had a lot of fun and answered a lot of questions. … Continue Reading
AMA Group with Arthur van der Linden
My guest is Arthur van der Linden founder of Grit Capital. We discuss AMA Group (link to stock chart), Australia's market leader in collision repair. We go over the history and what is the current opportunity in the stock. YouTube video below or for audio only you can listen to the episode on Spotify or Apple Podcasts. You can read more about Arthur and his firm at gritcap.com or his Twitter … Continue Reading
Contrarian Options Trades with Adam Siegel & Brian Anast
When I think about who is the smartest guy in the room, my friend Adam Siegel comes to mind. With great pleasure, I welcomed Adam Siegel and his partner Brian Anast (a fellow Illinois alum) of Esoterica Investments on my podcast. We discussed a fascinating option position that took the opposite view from many recently fashionable ETFs. Watch the YouTube video below, or listen to the episode … Continue Reading
Bank of Georgia with Harvey Sawikin
My guest is Harvey Sawikin co-founder of Firebird Management and lead manager of Firebird’s Eastern Europe and Russia funds. I met Harvey when he came to my idea exchange several years ago and impressed the crowd with his knowledge on Eastern Europe. He shared some fantastic ideas that performed extremely well. On this podcast episode, we discussed Bank of Georgia (listed in London with the … Continue Reading
