I stumbled over the following 2,5 hour interview with the leader of a very long term and ... sound investment firm:
https://www.youtube.com/watch?v=a4_U6bS-cU4In his first-ever interview, Tony Deden, chairman of Edelweiss Holdings talks with Grant Williams of Real Vision. Anthony’s focus on scarcity and endurance in his investment portfolio and the stewardship of what he thinks of as irreplaceable capital has led him to reinvent the discipline of value investing. Tony’s thoughtful, patient approach to the allocation of his investors’ capital has yielded exceptional returns – and his disciplined investment philosophy offers an eye-opening insight into many of the problems inherent in the modern-day asset management business.
Not too many hot stock tips, but really some good things to mediatae about after watching.
