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Investing by the Books

Investing by the Books

De: Redeye AB
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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 authors and other guests. Host: Eddie Palmgren. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye© 2021 Arte Economía Finanzas Personales Historia y Crítica Literaria
Episodios
  • #82 Ehsan Ehsani: Finding Value in Numbers

    #82 Ehsan Ehsani: Finding Value in Numbers
    Apr 7 2026
    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.—————————————Our conversation with Ehsan Ehsani was recorded on 9 March 2026.—————————————For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(00:46) Welcoming Ehsan (02:52) Introducing Ehsan’s book ‘Finding Value in Numbers’(05:23) Foreword by Mario Gabelli(06:30) Part 1: Is the opportunity investable?(08:44) Part 2: Is the valuation attractive?(16:23) Part 3: Is there a path to profits?(18:21) Soft vs. hard catalysts(24:42) Part 4: Do we have a winning game plan?(26:07) System dynamics(31:21) Intangible value(33:40) Building your framework(35:06) Qualitative aspects – people(37:38) Ehsan’s role at Crescendo Partners(40:45) Ehsan’s work at Columbia Business School(42:16) Personal investing(44:50) Having a process vs. following it – RPF(49:52) Ehsan’s reading suggestions(51:42) Writing ambitions(52:19) Concluding remarks—————————————Books MentionedFinding Value in Numbers – Ehsan EhsaniExpectations Investing – Alfred Rappaport & Michael MauboussinThe Power Broker – Robert CaroEndurance – Alfred LansingThe Essays of Warren Buffett – Lawrence Cunningham—————————————Companies MentionedGEGoogle (Alphabet)MetaAccentureMcKinseyEinride—————————————More on Ehsan EhsaniLinkedIn Newsletter ‘Value Hedgehog’: https://www.linkedin.com/newsletters/7099112971280203776/Columbia Business School: https://business.columbia.edu/faculty/people/ehsan-ehsani—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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    53 m
  • #81 Andrew Hollingworth on 1929

    #81 Andrew Hollingworth on 1929
    Mar 10 2026
    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.—————————————Our conversation with Andrew Hollingworth was recorded on 13 January 2026.—————————————For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(00:47) Welcoming Andrew (01:09) Andrew’s path to professional investing(02:04) Introducing the book ‘1929’(03:42) The author – who is Andrew Ross Sorkin?(04:44) What differentiates this book from others about the crash(05:51) Surprises in the book(07:14) Why the extreme greed, why then(09:58) Character 1: The big banker – Charles “Sunshine Charlie” Mitchell(11:44) Character 2: Stock astrologist Evangeline Adams(12:53) The lack of financial institutions(14:04) Churchill’s optimism (15:32) Parallels to 2008 and banking regulations(16:31) Trust(17:58) Anything that could’ve made the book better?(18:29) Andrew’s firm HollAnd Advisors(19:18) Andrew’s investment philosophy(20:45) Evaluating businesses and people(22:22) Portfolio concentration(23:29) Ideal holding period(25:02) Trimming(26:02) Dealing with market distress(27:52) Managing cash(28:53) The risk of withdrawals(30:18) Ambitions for the next 5-10 years(31:44) Andrew’s reading suggestions(34:10) Writing ambitions(35:54) Concluding remarks—————————————Books Mentioned1929 - Andrew Ross SorkinToo Big Too Fail - Andrew Ross Sorkin7 Powers – Hamilton HelmerZero to One - Peter ThielThe Outsiders - William ThorndikeTitan: The Life of John D. Rockefeller, Sr. – Ron ChernowStill Life – Sarah Winman—————————————Companies MentionedWiseMeta—————————————More on Andrew HollingworthLinkedIn: https://uk.linkedin.com/in/andrew-hollingworth-035781129HollAnd Advisors: https://hollandadvisors.co.uk/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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  • #80 Rupal Bhansali: Non-Consensus Investing

    #80 Rupal Bhansali: Non-Consensus Investing
    Feb 10 2026

    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.

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    Our conversation with Rupal Bhansali was recorded on 15 December 2025.

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    For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team

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    Episode Chapters

    (00:00) Intro by Eddie

    (01:03) Rupal’s path to investing

    (08:43) Introducing the book: Non-Consensus Investing

    (09:53) Contrarian vs. Non-Consensus Investing

    (10:56) How the book came about

    (14:34) Rupal’s view on risk

    (19:42) Crowded trades

    (27:47) Why a competitive advantage is not enough

    (30:57) The myth of pricing power.

    (32:53) Rupal’s research process

    (35:20) Most common behavioral bias

    (36:47) Patience

    (37:51) Would Rupal like to change anything in the book?

    (38:22) Rupal as an investor and her firm

    (40:28) How to manage your days and measure success

    (42:12) 100 Women in Finance

    (45:24) Rupal’s reading suggestions

    (46:00) Another book by Rupal?

    (46:13) Concluding remarks

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    Books Mentioned

    • Non-Consensus Investing – Rupal Bhansali

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    More on Rupal Bhansali

    • Book Website: https://nonconsensusinvesting.com/
    • Double Duty Money Management: https://doubledutymm.com/

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    About the Podcast

    Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

    —————————————

    What is Investing by the Books?

    Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

    Visit the website: http://www.investingbythebooks.com/

    Follow on Twitter/X: https://twitter.com/Investbythebook

    —————————————

    What is Redeye?

    Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

    Visit the website: https://www.redeye.se/

    Follow on Twitter/X: https://twitter.com/Redeye_

    —————————————

    Disclaimer

    Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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    48 m
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