Investing by the Books Redeye AB

Avner Mandelman is a former rocket scientist and hedge fund manager ​that has written several books and served in the Israeli Air Force. In a rare interview, we discuss his unconventional and intriguing strategy of stock sleuthing - collecting physical evidence to become a superior investor.

In this special episode, we discuss our adventure to Omaha and insights from watching Buffett and Munger on stage at Berkshire Hathaway’s annual meeting 2022. With thousands of like-minded investors attending, we took the opportunity to interview four seasoned money managers: Shree Viswanathan, Christian Billinger, Rajeev Agrawal, and Adam J. Mead.

Shree Viswanathan is the founder, president, and portfolio manager of SVN Capital. In a deep and thoughtful conversation, we revisit the book with the biggest impact on Shree's life - "A Search in Secret India" by Paul Brunton. As we discuss ego reduction, intuition, anchoring, and how to evaluate people; it is evident that spiritualism helps, and perhaps even is necessary, to become a successful investor.

Oddbjørn Dybvad is the co-founder of REQ Capital and a seasoned investor in global compounders. The focus of this episode is Oddbjørn's book “Investing in Value Creators" and our conversation covers management/investor mistakes, capital allocation, hyperbolic discounting, serial acquirers, and much more.

Eric Jorgenson is a fellow podcast host, investor, and author based in Kansas. In this rich episode, Eric joins us to discuss his excellent compilation of wisdom from the Silicon Valley icon Naval Ravikant. Our cheerful yet deep conversation spans from wealth creation to new perspectives on innovation, leverage, happiness, health, and... flying cars.

Björn Fahlén is the refounder, principal shareholder, Chief Investment Officer, and CEO of Redeye. Our conversation focuses on his book "Quality First Investing: A checklist approach to finding and sitting tight in multibaggers". We talk about his investor journey, company quality, portfolio management, behavior, and much more.