Interview #121 : Thijs & Ernest (Norbury Capital)

Concentrated Europe-focused investment fund.

For this edition we have the pleasure of interviewing Thijs Buitenhuis and Ernest van Tuyll from Norbury Capital.

In this issue we discuss the following, plus much more...

- Their background's.
- Businesses' they like to invest in 
- Research process
- Their valuation framework
- Where they're currently finding good opportunities
- Stock idea 1 💡
- Stock idea 2 💡

Disclaimer: This interview is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.