Excerpt Q2 2018 letter
Thoughts on Value Investing: The Fallacies of Perception In 2007, a man started to play the violin at a metro station in Washington DC on...
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Jun 5, 20181 min read
Guy Spier: “With whom I would invest?”
Guy Spier put together a list of fund managers he’d invest with (if he wasn’t doing the job himself). This is a great starting point for...
Feb 14, 20188 min read
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, 20181 min read
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 19, 20171 min read
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, 20172 min read
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, 20151 min read
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, 20151 min read
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...
Sep 30, 20151 min read
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...
Jun 30, 20158 min read
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, 20141 min read
1st Czech Investment Conference
I was invited to present at the first Czech Investment Conference.
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