The end of an era: Warren Buffett steps down as CEO
At the annual shareholders’ meeting on 3 May 2025, Warren Buffett shared that he will step down as CEO of Berkshire Hathaway at the end
Navigating these TARIFFying times
Markets were rocked last week after President Donald Trump’s ‘Liberation Day’ speech triggered panic with the announcement of sweeping new tariffs. It’s impossible to predict
Global financials: returns, positioning and what’s next
We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman,
Celebrating 20 years of global equity at Denker Capital
In 2004, Kokkie Kooyman launched two global equity funds: the Denker Global Financial Fund and the Denker Global Equity Fund. This year, we celebrate 20
10 lessons from Buffett and Munger, on life and investing
In 1965, Charlie Munger offered Warren Buffett dramatic advice that would shape their investment philosophy and ultimately transform a failing textile mill into one of
Kokkie Kooyman at 70: Reflections on his journey
In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of
Remembering the wit and wisdom of Charlie Munger
Charles Thomas Munger, born 1 January 1924, passed away just 34 days shy of his 100th birthday. Right to the end, he lived by what
Are global banks at a turning point, along with interest rates?
Markets and headlines around the world are starting to reflect that interest rates may be at a turning point. While the future is hard to
Investing in global financials in times of fear
Despite company results beating expectations, valuations of global financial stocks are down. They are at post-Global Financial Crisis and post-Covid-19 levels again, mainly due to
Making decisions in the financial sector when markets are falling: Crypto vs. companies
In this article Kokkie Kooyman explains why, with rising interest rates and the recent crypto market price falls as context, ‘sane’ investors in the financial
