Asif Suria, an entrepreneur and investor known for his expertise in event-driven strategies, shares insights from his book on investing. He delves into six key strategies, including merger arbitrage and stock buybacks, highlighting how specific corporate events can signal lucrative investment opportunities. The conversation also uncovers the role of insider buying, the impact of management changes on company performance, and the intricacies of portfolio construction. Suria’s journey through market inefficiencies offers valuable lessons for savvy investors.

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 teamThis episode was recorded on October 9, 2024. The video was unfortunately not recorded due to technical issues.—————————————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—————————————Books MentionedA Random Walk Down Wall Street - Burton Malkiel The Making of an American Capitalist - Roger LowensteinThe Intelligent Investor - Benjamin GrahamSecurity Analysis - Benjamin GrahamSnowball - Alice SchroederBuffett’s Early Investments - Brett Gardner Poor Charlie’s Almanack - Peter KaufmanDamn Right! - Janet LoweThe Halo Effect - Phil RosenzweigGood Strategy Bad Strategy - Richard Rumelt The Crux - Richard Rumelt Titan: The Life of John D. Rockefeller, Sr - Ron Chernow —————————————Companies MentionedAT&TCoca ColaBritish Columbia PowerMarshall-WellsPhiladelphia and Reading Walt Disney ProductionsAmerican ExpressBerkshire Hathaway—————————————More on BrettTwitter/X - @brettgardner_10LinkedIn - Brett GardnerE-mail - brett@buffettsearlyinvestments.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/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_—————————————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

Simon Kold, founder of Kold Investments and former member of Novo Holdings, dives into his upcoming book, 'On the Hunt for Great Companies.' He shares insights on evaluating business quality beyond traditional metrics, emphasizing management passion and effective communication. Kold also discusses market dynamics, cyclicality in investing, and how diverse reading influences investment strategies. With a unique perspective shaped by his unconventional journey, he encourages investors to understand the nuances of demand forecasting and competitive advantages.

Moritz Sitte, an accomplished investor at Antheia AB, shares his insights on long-term investment strategies rooted in 'The Clock of the Long Now.' He discusses the importance of adopting a 10,000-year perspective, emphasizing patience and adaptability in an ever-changing world. Moritz highlights how long-term thinking can counteract common short-sightedness in finance. He also delves into business analysis, the role of workplace culture, and the delicate balance between low-cost and quality investments. His perspective offers a refreshing approach to sustainable success.

Stephen Clapham, founder of Behind the Balance Sheet and investment analyst with over 25 years of experience, shares his insights on investment strategies and training for finance professionals. He discusses his book, innovative methods for assessing undervalued companies, and the potential profit in investing with unconventional entities. Clapham emphasizes the shift in the investment landscape, the importance of re-evaluating strategies after market declines, and breaking down the skills gaps within the industry.

Torbjörn Arenbo, Chief Analyst at Danske Bank, discusses capital allocation, value creation, and managerial skills in corporate finance. Topics include different allocation practices, the obsession for growth, the three value drivers, cost of capital, and challenges in market situations.

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 teamThis episode was recorded on April 17, 2024.—————————————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—————————————Books MentionedWe Are Bellingcat - Eliot HigginsThe Sleuth Investor - Avner MandelmanThe Advanced Sleuth Investor - Avner MandelmanCompetition Demystified - Bruce GreenwaldYou Can Be a Stock Market Genius - Joel GreenblattAmazon Unbound - Brad StoneNever Split the Difference - Chris VossSeveral books and a masterclass from Bob Woodward —————————————More on ChrisLinkedInPlural Investing—————————————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/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_—————————————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

Eddie Palmgren, host of Investing by the Books, shares highlights from the first 3 years. Topics include investing in high-growth companies, CEO performance evaluation, the impact of mindset in investing, consistency in golf and investing, global networking, and book recommendations for investors.

Staffan Salén, a prominent Swedish businessman, shares stories about the Salén family's legacy, including the rise and fall of their shipping empire and the success of their investment company. The conversation delves into long-term investing strategies, family dynamics, and diverse book recommendations that have impacted Salén's mindset.

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 teamThis episode was recorded on April 22, 2024.—————————————Books MentionedThe Art of Quality Investing - Luc Kroeze & Compounding QualityThe Outsiders - William ThorndikeThe Snowball - Alice SchroederQuality First Investing - Björn FahlénThe Joys of Compounding - Gautam BaidRicher, Wiser, Happier - William What I Learned About Investing from Darwin - Pulak PrasadEverything on Warren BuffettAn Investment Thinking Toolbox - Daniel Zhang—————————————Companies MentionedBerkshire HathawayKelly PartnersLVMH—————————————More on PieterCompounding Quality: https://www.compoundingquality.net/LinkedIn: https://www.linkedin.com/in/pieter-slegers-649354248/X: https://twitter.com/QCompoundingX: https://twitter.com/slegers_pieter—————————————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/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_—————————————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