Will Thorndike, a private investor and author of “The Outsiders,” was recently interviewed by Rob Vinall at the RV Capital 2025 Annual Gathering. He talked about his career path, some of the key concepts and insights from the book, his appreciation for how they can also be applied to more cyclical businesses and signals for […]
Category: Investor Profiles
Vineet Mitera, WFM Asia (Brown Advisory)
Podcast interview with Vineet Mitera, the CIO of WFM Asia (previously Ward Ferry Management). He has been with the firm for ~20 years. WFM manages long-only equity funds with AUM of ~US$3bn, and focuses primarily on small and mid-cap companies across Asia Pacific. He discusses the firm’s approach to investment and portfolio construction as well […]
Jim Mellon (Chat With Traders)
A slightly dated but interesting interview with Jim Mellon, a private investor with a wide range of holdings in private and public companies. He was formerly a co-founder of Regent Pacific Group, an investment firm based in HK, and spent a large part of his career focused on Asia and emerging markets. He discusses some […]
James Shannon (RiskReversal Media)
A slightly dated but interesting conversation with James Shannon, the CEO of Indus Capital Partners. Some of my notes are below (not intended as a comprehensive transcript – these are for personal reference only and any mistakes are my own). Firm history – founded in 2000 by by six former partners from the Asian equities […]
Angus Tulloch (Library of Mistakes)
A rare, wide-ranging interview with Angus Tulloch hosted by Charles Heenan at the Library of Mistakes. He discusses some of the lessons learnt from a career investing in emerging markets. Some of my notes are included below (these are for personal reference only and not meant as a comprehensive transcript; any mistakes are also my […]
Pierre Lassonde (Bloor Street Capital)
Embedded below is the link to Bloor Street Capital’s recent interview with Pierre Lassonde, who is the co-founder of Franco-Nevada and a legendary mining investor. He discusses why investors should consider the royalty model, the history of Franco-Nevada and presents a case study of their first investment in 1986, which was a royalty on Goldstrike […]
Ken Hersh (Bush Center Podcast)
I enjoyed reading Ken Hersh’s “The Fastest Tortoise,” in which he shares some of the lessons from his career and life. Hersh co-founded the private equity fund Natural Gas Partners (NGP) in 1988 as an energy fund focused on the oil and gas industry. Under his leadership of the firm through 2016, NGP invested more […]
Robert Millner Interview (Livewire)
A short but interesting recent conversation with Robert Millner, the chairman of the ASX-listed Washington H. Soul Pattinson (WHSP). WHSP is a diversified investment company with a long and impressive track record; it is one of the oldest companies listed on the ASX. Millner is fairly well known in Australian corporate and investment circles, but […]
James Goldsmith on Business & Success
I enjoyed listening to this old interview with the late Sir James Goldsmith, in which he shared some of his thoughts on business and success. He was a fascinating man with many interests and his website is a great resource for those interested in learning more about him. Some of my notes from the interview […]
John Goff Interview (TREC)
Below is the embedded link to an interesting and wide-ranging interview with John Goff, a private investor based in Forth Worth who worked closely with the legendary Richard Rainwater in the 1980s before founding Crescent Real Estate in the early 1990s. He eventually sold that company to Morgan Stanley for ~US$6.5bn in 2007, only to […]