Investing by the Books

Episoder

• 
  #86 Neeraj Khemlani & Matt Ankrum: The Coffee Can Investor 28.07.2026 1t 18min

  Eddie sits down with the author Neeraj Khemlani and the investor Matt Ankrum to break down their new book "The Coffee Can Investor". We explore Matt’s strategy of actively passive investing and his search for 100-baggers, as he is building a 5 million dollar coffee can portfolio for his daughters.
• 
  #85 Chris Mayer: The Investor’s Odyssey 30.06.2026 49min

  We welcome back Chris Mayer to unpack his new book, The Investor’s Odyssey. How does it build upon the lessons of 100 Baggers? We dive into the realities of brutal stock drawdowns, the mechanics of compounders, and how Chris is leveraging AI in his investing process. Stick around to the end for some fun detours into Homer, translations, and Christopher Nolan!
• 
  #84 Tom Russo on Common Stocks and Uncommon Profits 02.06.2026 1t 28min

  Our guest for this episode is Thomas “Tom” Russo, a respected global value investor and the managing member of Gardner, Russo & Quinn in the US. Tom has over 40 years of track record as a professional investor and is known for his focus on consumer goods and companies with the capacity to reinvest and the capacity to suffer. In the conversation, Tom brings up two classic books: “Common Stocks and Uncommon Profits” by Phil Fisher, and “Richer, Wiser, Happier” by William Green.
• 
  #83 Jeff Totten on Built from Scratch 05.05.2026 53min

  Jeff Totten, founder and CEO of the US-based holding company Evergreen Services Group, is a thoughtful and driven entrepreneur with an investor mindset. We discuss 'Built from Scratch', written by the founders of Home Depot, which offers numerous lessons on decentralization, funding, and capital allocation.
• 
  #82 Ehsan Ehsani: Finding Value in Numbers 07.04.2026 53min

  This episode features Ehsan Ehsani, an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School. We discuss his book 'Finding Value in Numbers’, in which Ehsan emphasizes the importance of building a personalized investment framework.
• 
  #81 Andrew Hollingworth on 1929 10.03.2026 37min

  The UK-based portfolio manager Andrew Hollingworth, founder of Holland Advisors, joins Eddie to discuss the book '1929' by Andrew Ross Sorkin. The conversation covers parallels to the 2008 financial crisis, how Andrew deals with market distress, and a couple of strong reading recommendations.
• 
  #80 Rupal Bhansali: Non-Consensus Investing 10.02.2026 47min

  Eddie has the pleasure of speaking to Rupal Bhansali, author of ‘Non-Consensus Investing’ and a seasoned investor with over 30 years of experience. We discuss her journey from growing up in a stockbroker's family in India to becoming a CIO managing billions of dollars in New York. The conversation covers several themes from her book, including risk management, crowded trades, and the importance of independent thinking.
• 
  #79 Ryan Bunn on The Art of Speculation 13.01.2026 51min

  This episode features the US-based portfolio manager Ryan Bunn. We discuss Philip Carret's classic investment book 'The Art of Speculation', which influenced later legends like Warren Buffett and Philip Fisher. We conclude that Carret’s nearly 100-year-old insights – including his ‘Twelve Commandments for Speculation’ – remain remarkably relevant today.
• 
  #78 Ethan Everett: The Investment Philosophers 16.12.2025 1t 2min

  Our guest Ethan Everett is an investment analyst in the US and author of 'The Investment Philosophers'. We discuss the book, in which he connects philosophical ideas from thirteen thinkers, including Spinoza, Hume, and Kierkegaard, to modern investing practices. The conversation also touches on his grandfather's influence as a former student of Benjamin Graham and Ethan's future book projects, connecting law and martial arts to investing.
• 
  #77 Ryan Floyd on A Time of Gifts 18.11.2025 59min

  We are joined by the US investor Ryan Floyd from Barca Capital to discuss ‘A Time of Gifts' by Patrick Leigh Fermor. The book chronicles Fermer's journey as an 18-year-old Englishman walking through Europe in 1933-1934. While it’s not a typical investing book, we uncover numerous lessons for investors, including the value of observation and action.
• 
  #76 Lars Stenlund on Driven by Curiosity 21.10.2025 59min

  Lars Stenlund co-founded the Swedish firm Vitec Software in 1985. For 35 years, he served as its CEO, and since 2021, he is the Chairman. In this interview, Lars shares his lessons and personal reflections from the journey with Vitec. The basis for our conversation is the book “Driven by Curiosity: Vitec – The First 40 Years”, published in 2025.
• 
  #75 Adnan Hadžiefendić & Oddbjørn Dybvad: The Compounders 18.09.2025 51min

  Fund managers Adnan & Oddbjørn from REQ Capital discuss their brand new book, The Compounders. The book highlights the journeys of nine companies from Sweden, North America, and the UK that have been exceptional compounding machines.
• 
  #74 Stephen Penman: Financial Statement Analysis for Value Investing 26.08.2025 58min

  In this episode, we have the pleasure of welcoming back Stephen Penman, professor emeritus of accounting and security analysis at Columbia Business School. Stephen has been elected into the Accounting Hall of Fame and is also a distinguished author. We discuss his latest book, in which he shows how accounting helps you, how it doesn't help you, and how to use it when evaluating investments. Stephen also shares his insights on hurdle rates, the development of accounting, and the possible impact of AI.
• 
  #73 Klaus Kleinfeld: Leading to Thrive 29.07.2025 52min

  Klaus Kleinfeld has been the global CEO of two Fortune 500 companies – Siemens and Alcoa. In this episode, we have the pleasure of discussing his book 'Leading to Thrive', where Klaus shares his lessons from heading big organizations, but also on how to live a good life.
• 
  #72 Alex Morris on Hit Refresh 24.06.2025 55min

  Alex Morris, founder of TSOH Investment Research, shares his insights from Microsoft’s CEO Satya Nadella's book 'Hit Refresh.' We discuss the importance of empathy in leadership, cultural transformation, and finding your edge in equity research.
• 
  #71 Lodewijk Petram: The World's First Stock Exchange 27.05.2025 1t 13min

  Economist and financial historian Lodewijk Petram discusses his book, "The World's First Stock Exchange," which focuses on the Dutch East India Company in the seventeenth century. We delve into the origins of the stock market, an IPO in 1602, and the similarities between historical and modern investor behavior.
• 
  #70 Laurence Endersen: The Compounder's Element 29.04.2025 1t 8min

  We are happy to have Laurence (Lar) Endersen on the podcast. Lar is an experienced and thoughtful investor based in Ireland, where he heads his private investment firm Capstrive. Lar is also the author of books such as 'Pebbles of Perception'. We discuss his latest title – The Compounder's Element – a valuable and entertaining gem on long-term investing.
• 
  #69 David Marcus on How to Make a Few Billion Dollars 01.04.2025 2t 2min

  David Marcus is a US investor with decades of experience working for legends like Michael Price and Jan Stenbeck. We discuss Brad Jacob’s book How to Make a Few Billion Dollars and David’s fascinating journey as an investor and operator.
• 
  #68 Phil Rosenzweig: The Halo Effect 04.03.2025 1t 11min

  Phil Rosenzweig has been a professor at IMD Business School in Lausanne, Switzerland, for about 30 years. We discuss Phil’s legendary book “The Halo Effect”, which debunks much of the classic management literature and explains how we tend to think that when a company performs well, the CEO is fantastic, the company has operational excellence, and the employees love to work there. We set a halo on the good performers.
• 
  #67 Jaime Lester: Pause to Think 04.02.2025 50min

  Jaime Lester is a hedge fund industry veteran who has worked at firms such as Steinhardt Partners and David Einhorn’s Greenlight Capital. He is also an adjunct professor at Columbia Business School and has managed his own investment fund for nine years. We discuss his book “Pause to Think,” which is a compilation of thirty-two mental models. Jaime also applies these models to various frameworks, such as how to make better decisions and how to become happier.