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Financials

10 interviews, newest first.

• Fall 2025 Amelia Morris & Michael Hutchens Brandes Investment Partners Interview, p. 5 ↗

  Two Brandes analysts, one on European consumer names and one on banks, on how the investment committees work. Watches of Switzerland and Slovenia's NLB are the examples.

  Companies: Watches of Switzerland, NLB InternationalFinancialsConsumer
• Fall 2024 Nadim Rizk PineStone Asset Management Interview, p. 5 ↗

  Nadim grew up in Lebanon during the civil war. He explains how PineStone finds ideas and why it owns TSMC and Moody's.

  Companies: TSMC, Moody's Quality compoundersTechnologyFinancials
• Spring 2024 Freddy Brick Muddy Waters Interview, p. 38 ↗

  A Muddy Waters partner on how activist short selling works, activism in Japan, and the firm's two most recent shorts: Fairfax and Blackstone Mortgage Trust.

  Companies: Fairfax Financial, Blackstone Mortgage Trust Short sellingActivismFinancials
• Fall 2020 Bill Nygren Harris Associates (Oakmark) Interview, p. 1 ↗, continues p. 3

  Bill has run Oakmark Select since 1996. He explains why GAAP numbers can hide value, using Alphabet's search business and Netflix, and Ally Financial at two-thirds of tangible equity.

  Companies: Alphabet, Netflix, Ally Financial Quality compoundersFinancialsCareer advice
• Winter 2017 Charles Studness & Roy Studness Studness Capital Management Interview, p. 1 ↗, continues p. 51

  A family team that invests in two industries that tend to move in opposite directions: utilities and banks.

  Financials
• Spring 2016 John Phelan MSD Capital Interview, p. 1 ↗, continues p. 4

  From ESL and Sam Zell's real estate funds to co-running MSD. John tells the IndyMac/OneWest story and what students should do to get into the business.

  Companies: IndyMac / OneWest, CIT Group, Rite Aid Real estateFinancialsPrivate equityCareer advice
• Spring 2016 Marc Cohodes Rocker Partners / Copper River (former) Interview, p. 1 ↗, continues p. 33

  A career short seller on Nu Skin, Canadian housing and Home Capital Group, and the warning signs he watches for, starting with managements that go after short sellers.

  Companies: Nu Skin Enterprises, Home Capital Group, World Acceptance, Signet Jewelers, Tempur Sealy, Valeant, Tesla Short sellingAccountingFinancials
• Spring 2013 Paul Isaac Arbiter Partners Interview, p. 1 ↗, continues p. 46

  Walter Schloss's nephew on growing up around value investors, investing abroad, an illiquid idea in regional banks tied to Crédit Agricole, and the risks when the Fed stops its extraordinary support.

  Companies: Crédit Agricole regional banks InternationalFinancialsMacro and markets
• Winter 2012 William Strong Equinox Partners Interview, p. 1 ↗, continues p. 19

  William started at Ruane Cunniff and now buys high-quality assets at distressed prices in emerging economies, including HDFC and Bunas Finance.

  Companies: HDFC, Bunas Finance InternationalFinancialsDeep value
• Winter 2009 Bruce Greenwald Columbia Business School Interview, p. 31 ↗

  Bruce on analyzing financial companies, the new edition of Security Analysis, and the three traits a great investor needs.

  FinancialsCareer advice