Канал: Willow Oak Asset Management

Season's Greetings from Willow Oak!

Season's Greetings from Willow Oak!

Bonhoeffer Capital Management's Q3 2023 Partner Presentation

Bonhoeffer Capital Management's Q3 2023 Partner Presentation

Bonhoeffer Capital Management's Q2 2023 Partner Presentation

Bonhoeffer Capital Management's Q2 2023 Partner Presentation

Talking to Frontline Employees When Researching Companies

Talking to Frontline Employees When Researching Companies

Red Flags and Dealbreakers When Researching Companies

Red Flags and Dealbreakers When Researching Companies

Japanese Net-nets and Inflation

Japanese Net-nets and Inflation

What You Learn by Meeting with Management Teams

What You Learn by Meeting with Management Teams

Management Change: Red Flag or Opportunity?

Management Change: Red Flag or Opportunity?

Looking at International Stocks or Sticking to US Only?

Looking at International Stocks or Sticking to US Only?

Going to Fish Where the Fish Are: Investing in Swedish Companies

Going to Fish Where the Fish Are: Investing in Swedish Companies

Conviction in Special Situations

Conviction in Special Situations

Shree Viswanathan's International Investment Process

Shree Viswanathan's International Investment Process

The Importance of Good Underwriting

The Importance of Good Underwriting

Have Research Processes Changed for Keith Smith or Steven Kiel

Have Research Processes Changed for Keith Smith or Steven Kiel

Geoff Gannon and Shree Viswanathan on Replicating the Berkshire Structure

Geoff Gannon and Shree Viswanathan on Replicating the Berkshire Structure

Valuations That Don't Work

Valuations That Don't Work

Determining the Trustworthiness of a Company's Management Team with Keith Smith

Determining the Trustworthiness of a Company's Management Team with Keith Smith

Geoff Gannon and Shree Viswanathan Pick A Berkshire Subsidiary to Buy & Hold

Geoff Gannon and Shree Viswanathan Pick A Berkshire Subsidiary to Buy & Hold

Front-loading Capital vs Spreading Out Purchases

Front-loading Capital vs Spreading Out Purchases

Forming Opinions on Industries or Companies Before Consuming Outside Research

Forming Opinions on Industries or Companies Before Consuming Outside Research

Shree Viswanathan Discusses Running His Own Fund

Shree Viswanathan Discusses Running His Own Fund

Keith Smith Compares Ashtead Group to US-based Equipment Rental Co

Keith Smith Compares Ashtead Group to US-based Equipment Rental Co

Using Primary Research Providers While Building A Portfolio

Using Primary Research Providers While Building A Portfolio

Manager Q&A: How the Fund Managers' Processes Differ from Conventional Analysts' Models

Manager Q&A: How the Fund Managers' Processes Differ from Conventional Analysts' Models

Does Shree Viswanathan's Professional Background Influences His Investing?

Does Shree Viswanathan's Professional Background Influences His Investing?

Keith Smith's Research Process Using Ashtead Example

Keith Smith's Research Process Using Ashtead Example

Geoff Gannon Discusses the Current Banking Environment

Geoff Gannon Discusses the Current Banking Environment

Andrew Kuhn Asks the Managers About Their Most Random Ideas

Andrew Kuhn Asks the Managers About Their Most Random Ideas

Balancing Old and New Ideas with Steven Kiel and Keith Smith

Balancing Old and New Ideas with Steven Kiel and Keith Smith

How Writing Influences Shree Viswanathan's Investment Process

How Writing Influences Shree Viswanathan's Investment Process

Focused Compounding's Andrew Kuhn Asks the Managers About New Ideas

Focused Compounding's Andrew Kuhn Asks the Managers About New Ideas

Sourcing Ideas with Keith Smith and Steven Kiel

Sourcing Ideas with Keith Smith and Steven Kiel

Focused Compounding's Geoff Gannon Discusses His Writing Journey

Focused Compounding's Geoff Gannon Discusses His Writing Journey

Willow Oak Asset Management's Manager Q&A

Willow Oak Asset Management's Manager Q&A

Research and Bias in The Information Age

Research and Bias in The Information Age

Have We Been Here Before: History's Lessons for Today's Markets

Have We Been Here Before: History's Lessons for Today's Markets

Willow Oak Asset Management Fund Management Services

Willow Oak Asset Management Fund Management Services

Bonhoeffer Capital Management's Q1 2023 Partner Presentation

Bonhoeffer Capital Management's Q1 2023 Partner Presentation

SVN Capital Q4 2022 Presentation and Q&A

SVN Capital Q4 2022 Presentation and Q&A

Bonhoeffer Capital Management's Q4 2022 Investment Themes

Bonhoeffer Capital Management's Q4 2022 Investment Themes

Bonhoeffer Capital Management's Q3 2022 Interest Rate Adjustments & Consolidation with Q&A

Bonhoeffer Capital Management's Q3 2022 Interest Rate Adjustments & Consolidation with Q&A

SVN Capital Q2 2022 Presentation and Q&A

SVN Capital Q2 2022 Presentation and Q&A

Bonhoeffer Capital Management's Q2 2022 Investment Themes and Q&A

Bonhoeffer Capital Management's Q2 2022 Investment Themes and Q&A

Willow Oak's 2022 Reception and Investment Panel

Willow Oak's 2022 Reception and Investment Panel

Willow Oak 2022 Investment Panel in Omaha

Willow Oak 2022 Investment Panel in Omaha

SVN Capital, LLC's Q4 2021 Q&A

SVN Capital, LLC's Q4 2021 Q&A

Value Hour Clip: Evolution AB

Value Hour Clip: Evolution AB

Value Hour Clip: Asbury Automotive Group

Value Hour Clip: Asbury Automotive Group

Value Hour Clip: Dino Polska SA

Value Hour Clip: Dino Polska SA

Value Hour Clip: Millicom

Value Hour Clip: Millicom

Value Hour with Keith Smith and Shree Viswanathan

Value Hour with Keith Smith and Shree Viswanathan

Arquitos Capital Introduction

Arquitos Capital Introduction

Bonhoeffer Fund, LP Introduction

Bonhoeffer Fund, LP Introduction

SVN Capital Fund, LP Introduction with Shree Viswanathan

SVN Capital Fund, LP Introduction with Shree Viswanathan

Willow Oak's "Think Like a Portfolio Manager" Teaser

Willow Oak's "Think Like a Portfolio Manager" Teaser

Willow Oak Asset Management's Think Like a Portfolio Manager

Willow Oak Asset Management's Think Like a Portfolio Manager

Willow Oak's Value Hour with Special Guest Jamie Catherwood

Willow Oak's Value Hour with Special Guest Jamie Catherwood

Value Hour Clip: InterContinental Hotels

Value Hour Clip: InterContinental Hotels

Value Hour Clip: The Polish Market & LiveChat Software

Value Hour Clip: The Polish Market & LiveChat Software

Willow Oak's Value Hour Episode 11: Fund Management Services Overview

Willow Oak's Value Hour Episode 11: Fund Management Services Overview

Value Hour Special Edition: Roundtable Discussion

Value Hour Special Edition: Roundtable Discussion

Willow Oak Resource Center: Common Issues Flagged in SEC Deficiency Letters

Willow Oak Resource Center: Common Issues Flagged in SEC Deficiency Letters

Willow Oak Asset Management Value Hour Episode 9: Compliance with Gordian Compliance Solutions

Willow Oak Asset Management Value Hour Episode 9: Compliance with Gordian Compliance Solutions

Willow Oak Resource Center: Consulting Your Auditor Before Venturing into New Investment Territory

Willow Oak Resource Center: Consulting Your Auditor Before Venturing into New Investment Territory

Willow Oak Asset Management's Value Hour Episode 8: Q3 Review

Willow Oak Asset Management's Value Hour Episode 8: Q3 Review

Willow Oak Resource Center: The Best Time for Your Hedge Fund to Engage a Tax and Audit Partner

Willow Oak Resource Center: The Best Time for Your Hedge Fund to Engage a Tax and Audit Partner

Willow Oak Resource Center: The Purpose and Importance of a Hedge Fund's Annual Audit

Willow Oak Resource Center: The Purpose and Importance of a Hedge Fund's Annual Audit

Willow Oak's Value Hour Episode 7: Wipfli 2

Willow Oak's Value Hour Episode 7: Wipfli 2

Willow Oak Resource Center: Including Your Auditor in Finalizing Your Fund's Offering Docs

Willow Oak Resource Center: Including Your Auditor in Finalizing Your Fund's Offering Docs

Willow Oak Resource Center: Growing AUM

Willow Oak Resource Center: Growing AUM

Willow Oak Resource Center: Investor Relations

Willow Oak Resource Center: Investor Relations

Willow Oak Resource Center Clip: Auditor Talks COVID-19 Audit Effects

Willow Oak Resource Center Clip: Auditor Talks COVID-19 Audit Effects

Willow Oak and SVN Capital Announce Partnership

Willow Oak and SVN Capital Announce Partnership

Willow Oak Resource Center: Tax Implications of Certain Investments

Willow Oak Resource Center: Tax Implications of Certain Investments

Willow Oak Resource Center: Don't Overlook Compliance

Willow Oak Resource Center: Don't Overlook Compliance

Willow Oak Resource Center: How Can FMS Help with Investor Relations?

Willow Oak Resource Center: How Can FMS Help with Investor Relations?

Willow Oak Resource Center: The Willow Oak Network

Willow Oak Resource Center: The Willow Oak Network

Willow Oak Resource Center: Compliance

Willow Oak Resource Center: Compliance

Willow Oak Resource Center: Wipfli Fund Clients

Willow Oak Resource Center: Wipfli Fund Clients

Willlow Oak Resource Center: Day-to-Day Operations of a Fund

Willlow Oak Resource Center: Day-to-Day Operations of a Fund

Willow Oak Asset Management's Value Hour Episode 5: Q2 Review

Willow Oak Asset Management's Value Hour Episode 5: Q2 Review

Willow Oak Asset Management's Value Hour Episode 4

Willow Oak Asset Management's Value Hour Episode 4

Willow Oak Asset Management's Value Hour Episode 3

Willow Oak Asset Management's Value Hour Episode 3

Value Hour: Special Berkshire Edition with Scott Miller

Value Hour: Special Berkshire Edition with Scott Miller

Value Hour: Special Berkshire Edition with Geoff Gannon and Andrew Kuhn

Value Hour: Special Berkshire Edition with Geoff Gannon and Andrew Kuhn

Value Hour: Special Berkshire Edition with Keith Smith

Value Hour: Special Berkshire Edition with Keith Smith

Value Hour: Special Berkshire Edition with Dave Waters

Value Hour: Special Berkshire Edition with Dave Waters

Value Hour: Special Berkshire Edition with Jeremy Deal and Thomas Braziel

Value Hour: Special Berkshire Edition with Jeremy Deal and Thomas Braziel

Willow Oak Asset Management's Value Hour Episode 2

Willow Oak Asset Management's Value Hour Episode 2

Willow Oak Asset Management's Value Hour Episode 1

Willow Oak Asset Management's Value Hour Episode 1

Willow Oak Fireside Chat with Portfolio Managers

Willow Oak Fireside Chat with Portfolio Managers

Value Investing in a Volatile Environment, Omaha, NE, May 4, 2019

Value Investing in a Volatile Environment, Omaha, NE, May 4, 2019

Willow Oak Select Fund 2018 Investment Idea of the Year Award Interview

Willow Oak Select Fund 2018 Investment Idea of the Year Award Interview