July 19, 2024
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46:06Now PlayingEjnar Knudsen is Managing Partner and CEO of AGR Partners. He has more than 30 years of experience operating and investing in food and agribusiness companies. He sits down with Guy Spier at ValueX to talk about his career, what he looks for in companies and his evolution throughout the last decades.
Full transcript available here
Contents:
(00:00) A Journey of Investing in Food and Agribusiness
(07:11) The Importance of Ownership
(14:48) Fanatical Management
(21:48) Counterweight: The Abominable No-Man
(29:22) Listening to the Balance Sheet
(36:23) Family
(42:50) Book Recommendations
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