Bonhoeffer Q2 2024 Q&A

Season's Greetings from Willow Oak!

Bonhoeffer Capital Management's Q3 2023 Partner Presentation

Bonhoeffer Capital Management's Q2 2023 Partner Presentation

Talking to Frontline Employees When Researching Companies

Red Flags and Dealbreakers When Researching Companies

Japanese Net-nets and Inflation

What You Learn by Meeting with Management Teams

Management Change: Red Flag or Opportunity?

Looking at International Stocks or Sticking to US Only?

Going to Fish Where the Fish Are: Investing in Swedish Companies

Conviction in Special Situations

Shree Viswanathan's International Investment Process

The Importance of Good Underwriting

Have Research Processes Changed for Keith Smith or Steven Kiel

Geoff Gannon and Shree Viswanathan on Replicating the Berkshire Structure

Valuations That Don't Work

Determining the Trustworthiness of a Company's Management Team with Keith Smith

Geoff Gannon and Shree Viswanathan Pick A Berkshire Subsidiary to Buy & Hold

Front-loading Capital vs Spreading Out Purchases

Forming Opinions on Industries or Companies Before Consuming Outside Research

Shree Viswanathan Discusses Running His Own Fund

Keith Smith Compares Ashtead Group to US-based Equipment Rental Co

Using Primary Research Providers While Building A Portfolio

Manager Q&A: How the Fund Managers' Processes Differ from Conventional Analysts' Models