
#82 Ehsan Ehsani: Finding Value in Numbers
This episode features Ehsan Ehsani, an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School. We d...
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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with...

This episode features Ehsan Ehsani, an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School. We d...

The UK-based portfolio manager Andrew Hollingworth, founder of HollAnd Advisors, joins Eddie to discuss the book '1929' by Andrew Ross Sorki...

Eddie has the pleasure of speaking to Rupal Bhansali, author of ‘Non-Consensus Investing’ and a seasoned investor with over 30 years of expe...

This episode features the US-based portfolio manager Ryan Bunn. We discuss Philip Carret's classic investment book 'The Art of Speculation',...

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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...

Fund managers Adnan & Oddbjørn from REQ Capital discuss their brand new book, The Compounders. The book highlights the journeys of nine comp...

In this episode, we have the pleasure of welcoming back Stephen Penman, professor emeritus of accounting and security analysis at Columbia B...

Klaus Kleinfeld has been the global CEO of two Fortune 500 companies – Siemens and Alcoa. In this episode, we have the pleasure of discussin...

Alex Morris, founder of TSOH Investment Research, shares his insights from Microsoft’s CEO Satya Nadella's book 'Hit Refresh.' We discuss th...

Economist and financial historian Lodewijk Petram discusses his book, "The World's First Stock Exchange," which focuses on the Dutch East In...

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Phil Rosenzweig has been a professor at IMD Business School in Lausanne, Switzerland, for about 30 years. We discuss Phil’s legendary book “...

Jaime Lester is a hedge fund industry veteran who has worked at firms such as Steinhardt Partners and David Einhorn’s Greenlight Capital. He...

Will Barnes is the co-founder of the primary research firm In Practise and joins us to discuss their new book “In Practise”. The book has el...

Asif Suria is an entrepreneur and investor in the US who focuses on a specific investing strategy that we haven’t talked about much in the p...

Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author wi...

Simon Kold is the founder of the Denmark-based investment firm Kold Investments and was previously at Novo Holdings, one of the world’s larg...

Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment ma...

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 year...

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corpor...

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds...

This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of h...

In this episode we are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spannin...

How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newslett...

In today’s episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teache...

In today’s episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward...

Tobias Carlisle is a former lawyer and the author of several books, including The Acquirer’s Multiple. Tobias is the manager of two funds ba...

Todd Wenning is an investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. In episode five, we came across some of...

Stephen Penman is a professor of accounting and security analysis at Columbia Business School and Bocconi. He has also written the book Acco...

Shu Hattori has more than fifteen years of experience in management consulting, turnarounds & venture-backed start-ups, with employers inclu...

Ronald Fagerfjäll is a legend within Swedish business journalism. Having written more than 30 books centered around Swedish companies and th...

Paddy Hogan is the head of investor relations at ORIX, a Japanese company with 35,000 employees active within finance, investments, life ins...

Cole Smead is a portfolio manager at Smead Capital Management, an investment advisor applying a differentiated value approach to its capital...

Ian Cassel is the founder of MicroCapClub, co-author of the books about Intelligent Fanatics, and the CIO of Intelligent Fanatics Capital Ma...

Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA), a value investing firm providing individual portfolio management....

In our 45th episode, we are honored to speak to Paul Johnson and Paul D. Sonkin about their latest book “The Enduring Value of Roger Murray....

In this episode, we speak with the knowledgeable Todd Finkle. Todd is a Professor of Entrepreneurship at Gonzaga University and the author o...

Catherine S. Neal is a former attorney and an associate professor of business ethics and business law at Northern Kentucky University. She i...

In our second interview with Avner Mandelman, a former rocket scientist and hedge fund manager, we talk about his new book: The Advanced Sle...

Jake Taylor is a professional investor, fellow podcast host, author, and founder of the software Journalytic. For his second appearance on o...

In this special episode, we speak with Mark Gandy about our favorite investing books. Mark is the host of The CFO Bookshelf podcast and a co...

Gregory Zuckerman is an investigative reporter at The Wall Street Journal and the author of several books. Since he joined The Journal in 19...

In this episode, we speak with none other than Adam Seessel. Adam started as a journalist before venturing into finance through a job at Wal...

Carter Johnson is the manager of MCJ Capital Partners, an investment management firm concentrated primarily on small caps. This episode is f...

Matt Joass is the Founder and CIO at Maven Funds Management. Matt previously worked as a financial analyst at a large international shipping...

Derek Lidow holds a PhD in applied physics, has been the CEO of a large public semiconductor company, and has started a business that he sol...

Vishal Khandelwal is an author, former equity analyst, and fellow podcast host. He is an insightful writer on investing and how to live a go...