Why Write an Email Newsletter?

  My answer to this question is to ask another: What if I keep seeking out the very best people? To learn from them: To shine a light on what they are doing right. If I make them a part of my ecosystem? If I amplify their actions? My email newsletter is one...

Naama Baram of Teva Pharmaceuticals

This conversation was with Naama Baram – who is the General Manager of Teva Pharmaceuticals in Switzerland.

Teva and the Pharma Industry


Maria Wislawa Szymborska

Teva Background: 00:48:500
Teva and generics soon to come off patent: 03:05:500
Teva Copaxone 04:38:000
Teva R&D efforts: 06:42:500
Teva R&D budget allocation: 07:51:000
– Investment stages in clinical trials: 09:400:500
Teva R&D budget decisions: 10:53:500
Evaluating Teva for investment: 11:11:500
Teva Remicade: 12:23:500
Worlds of healthcare services and devices: 15:17:500
Pharma industry and covid19: 17:06:400
Naamas’ family life work balance: 19:50:000
Key things about meditation: 21:56:000
Mediation routine: 23:00:000
Difference between daydreaming and meditation: 24:13:200
Meditation Resources:
– Thich Nhat Hanh: 25:30:000
– Eckhart Tolle author of The Power of Now and A New Earth: 25:42:500
Naamas’ poetry journey: 26:23:000
Favourite Poets:
Maria Wisława Anna Szymborska: 27:32:000
Bible poems: 28:43:000
Whose texts should be in the Bible if it were to be rewritten:
Yehuda Amichai: 29:06:900
Rumi: 29:21:400
Hafez: 29:34:500
Companies & CEO admiration: 30:32:500

Conversation with Eric Schleien

Last week, I sat down to speak with Eric Schleien on the Intelligent Investing Podcast.  I originally met Eric at the Berkshire meeting a decade ago. I’m impressed with how much Eric has grown over those years. I especially enjoyed talking about Switzerland how...

Join me at the Berkshire Hathaway Meeting 2019

If you plan to attend the Berkshire Hathaway meeting in Omaha…       Berkshire Meeting 2019 Public group · 109 members   Join Group   If you plan to attend the 2019 Berkshire Hathaway meeting in...

How to Succeed as an Investor in a World of AI

Introduction A lot of questions have been swirling lately about the impact of artificial intelligence and machine learning on the art (and business) of investing. Some people have argued that independent investment managers like Aquamarine will go the way of the dodo...

I Learned about Cycling from That

The SpillIt was a cool morning on my second day of cycling in Flanders. I was on a dedicated cycling path, near to Kortrijk at the epicenter of the Spring Classic cycling races. I had joined some club cyclists to ride some legendary routes along with the Cannondale...

With Whom I Would Invest

With Whom would I Invest? If I was not investing professionally myself, who would I hire to invest for me? Here are the criteria that I would use.