Gwen Hofmeyr
Runs Maiden Financial, a research company, and publishes in-depth research reports on companies across the developed world. She focuses on owner-like understanding of the companies she researches.
Best podcasts with Gwen Hofmeyr
Ranked by the Snipd community
22 snips
Aug 9, 2025 • 1h 2min
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Gwen Hofmeyr, the head of Maiden Financial, shares her deep insights into the magnetic sensor market, focusing on Melexis's unique financial edge. She discusses the strategic challenges companies face in a competitive landscape, particularly in microelectronics. Hofmeyr also humorously touches on the absurdities of modern financial behavior, drawing parallels with C.S. Lewis's 'The Screwtape Letters.' Furthermore, she emphasizes the importance of traditional analysis over passive strategies, urging a more thoughtful approach to investing in today's complex market.
9 snips
Dec 9, 2024 • 1h 1min
Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45
Gwen Hofmeyr, an investment professional at Maiden Capital with a strong background in equity research, dives into the nuances of the fashion and banking industries. She discusses Aritzia's robust brand culture and strategic U.S. expansion, while drawing insightful parallels with Lululemon. The conversation then shifts to the regional banking landscape, revealing historical patterns from crises and innovative investment strategies. Hofmeyr also highlights the importance of real estate in grocery retail and shares fascinating insights on valuing supermarket land holdings amidst market volatility.
