Blog | iolite Capital

Feb 14, 2018
8 min

Forbes interview: Why This Danish Salmon Company’s Stock Price Could Double

Today, Forbes published an interview discussing my latest investment. Link to original article: https://www.forbes.com/sites/lukeschiefel...

Jan 7, 2018
1 min

Upcoming conferences: MOI Global – Best Ideas 2018 (Jan 11-13)

Honored to have been invited to speak at Best Ideas 2018 (Jan 11-13), organized by John Mihaljevic from MOI Global. I was also...

Sep 20, 2017
1 min

Upcoming conferences: VALUEx 2018 and Ideaweek 2018

I will participate in Guy Spier’s VALUEx Zurich/Klosters 2018 – a fantastic informal and intimate get-together of like-minded investors....

Jan 1, 2017
2 min

Excerpt 2016 letter

Thoughts on the Macroeconomic Environment According to an eye-opening article in The Atlantic, 50% of Americans would not be able to pay...

Nov 26, 2015
1 min

Zurich Project Workshop

I will participate in The Zurich Project Workshop on June 8-9, 2016. ‘”The mission of The Zurich Project Workshop is to accelerate...

Nov 11, 2015
1 min

Panel discussion at University of St. Gallen, Switzerland

Panel discussion with Guy Spier (Aquamarine Capital), Thomas Werlen (Quinn Emanuel Urquhart & Sullivan), and Christian Rehm (Novartis) on...

Oct 1, 2015
1 min

European Investing Summit 2015

“Consider this: Through the immediately accessible bonus features and the live event on October 6-7, we bring you exclusive insights from...

Jul 1, 2015
8 min

Excerpt Q2 2015 letter

Thoughts on investing in a negative yield environment Earlier this year, Finland floated a €1 billion five-year note at a negative...

Nov 1, 2014
1 min

1st Czech Investment Conference

I was invited to present at the first Czech Investment Conference.

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