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In here you will find both original articles, as well as transcripts of the YouTube videos which are supplemented with the images.

Tobias van Gils

David Abrams, PCG & Teva Pharmaceutical

Within the small world of value investors, there are few people we look up to: one of them is David Abrams. He is the founder of Abrams Capital Management, a Boston-based fund with $9 billion in AUM. A fun fact: At the start of David Abrams’ career, he persuaded his boss into buying a fifth

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Tobias van Gils

Submarine Fiber Cable Industry

In 2011, a 75-year old pensioned woman from Georgia (Caucacus region of Eurasia) was digging for scrap metal. She came upon a fiber optic cable that she sliced through, hoping to retrieve the valuable copper metal. She did not know that the copper was covering a cable that was incredibly important for communication. This one

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Tobias van Gils

My favorite HKG real estate holding company.

I have recently opened a position on Keck Seng Investments (KCKSF on the US OTC exchange and ticker 0184 on the Hong Kong stock exchange). As all of you know, I love real estate and am a commercial real estate investor myself. Asian property companies, especially the Hong Kong real estate holding companies, frequently trade

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Tobias van Gils

Out of Mattel, all the way out of this toxic stock

18 Months ago, my son was born. As any other passionate parent, I end up buying an insane amount of toys. Why not, it’s fun to watch your child’s first reaction with every new toy, even though they prefer the packaging over the actual toy. But when it comes to toys starting from a few

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