Oliver Mueller: The Tai Chi Investor: Ancient Wisdom Meets Modern Value Investing: Why This Veteran Investor Moved to Paradise for Better Life & Returns
Find me on Substack: https://bogumilbaranowski.substack.com/Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Mor...
22 Sep 20251h 8min
“Ram" PV Ramanathan: From Oil Rigs to Fund Management: An Unlikely Journey: How a Chartered Accountant Built Wealth Through Patient Capital and Zero Leverage
For more content, find me on Substack: https://bogumilbaranowski.substack.com/P.V. Ramanathan is a Dubai-based entrepreneur, chartered accountant, and fund-of-funds manager who led a successful levera...
15 Sep 20251h 20min
Nancy Burger: From a Wall Street Executive to a Fear Whisperer - The Transformation Blueprint That Turns Your Biggest Fears Into Your Greatest Assets
If you downloaded the episode before Wednesday, please remove it and download it again. Thank you!Find me on Substack: https://bogumilbaranowski.substack.com/GUEST PROFILE: Nancy Burger is a leading w...
8 Sep 20251h 10min
The Sports Car Paradox: Why Your Investment Journey Matters as Much as Your Returns
A recording of my most recent, most-viewed Substack essay, along with a brief update from me. And don't forget to share it with everyone in your life who would also enjoy it.Find it here (see below) w...
5 Sep 202512min
Kevin Koharki: Why Every Employee Should Think Like a CEO: Are You Reading Financial Statements Wrong?
Find me on Substack: https://bogumilbaranowski.substack.com/Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniq...
1 Sep 20251h 12min
Chris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-Baggers
Three years' worth of interviews with Chris Mayer, which Bogumil and Matt recorded, condensed into a one-hour BONUS episode. The episode originally aired on Excess Returns Podcast, and it is reposted ...
29 Aug 202554min
Whit Huguley: The Microcap Hunter - The Quest for America's Most Overlooked Companies - How a New Orleans fund manager applies private equity rigor to $30-600M market cap gems
[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bo...
25 Aug 20251h 14min
What I Learned from 1,000 Emails: The One Big Theme Behind Them All
After writing, reading, and answering 1,000 emails this summer, I'm sharing what I learned about our Talking Billions community. From curious beginners to seasoned investors, you've trusted me with yo...
22 Aug 20256min
