Ranked #1

Michael McGaughy - No One Left To Sell
Michael McGaughy - No One Left To Sell
My guest today is Michael McGaughy, Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in ... Read more
22 Jun 2022
•
37mins
Ranked #2

Northcape Capital - Protecting the Downside
Northcape Capital - Protecting the Downside
My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team. In this conve... Read more
8 Jun 2022
•
1hr 2mins
Similar Podcasts
Ranked #3

Longriver 2H21 Letter
Longriver 2H21 Letter
I read my 2H21 investment letter, which asks 'Why invest in China?', and introduces our investment in Tencent. If you li... Read more
12 Feb 2022
•
23mins
Ranked #4

Will Thrower - Growth is Value
Will Thrower - Growth is Value
My guest today is Will Thrower, founder of Dumile Capital. In this conversation, we cover what Will is building at Dum... Read more
31 Jan 2022
•
49mins
Ranked #5

Richard Lawrence - The Model
Richard Lawrence - The Model
My guest today is Richard Lawrence, Executive Chairman of Overlook Investments Limited, an independent fund management c... Read more
25 Jan 2022
•
52mins
Ranked #6

Aileen Chang - Deep Research
Aileen Chang - Deep Research
My guest today is Aileen Chang, a fellow member of ValueAsia and Founder & CIO of Tashi Capital, a Hong Kong-based i... Read more
14 Dec 2021
•
44mins
Ranked #7

Gokce Bulut - Investing With Purpose
Gokce Bulut - Investing With Purpose
My guest today is Gokce Bulut, lead Portfolio Manager for LGM Investments' Responsible Global Emerging Markets and Respo... Read more
3 Dec 2021
•
55mins
Ranked #8

Federico Dirube - All In
Federico Dirube - All In
My guest today is Federico Dirube, a fellow member of ValueAsia and Managing Director of Supreme Entertainment, Hong Kon... Read more
8 Nov 2021
•
37mins
Ranked #9

Tee Leng Goh - A Family's Re-invention
Tee Leng Goh - A Family's Re-invention
My guest today is Tee Leng Goh from Singapore, Director of the Tat Hwa Group, his family's holding company, and Founder ... Read more
19 Oct 2021
•
48mins
Ranked #10

Magnus Andersson - The Soul of a Company
Magnus Andersson - The Soul of a Company
My guest today is my friend Magnus Andersson from Sweden. After a career in business, Magnus resigned five years ago to... Read more
8 Oct 2021
•
59mins