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Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Asian Investing Companies & Individiual stocks Growth Investing Value Investing

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?

23. February 202124. February 2021102 min read Tilman Versch

With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you

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Japan, NintendoLeave a Comment on Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Rudi van Niekerk, why are you digging for investing diamonds in SA?
African Investing Companies & Individiual stocks Investment philosophy

Rudi van Niekerk, why are you digging for investing diamonds in SA?

21. February 202126. February 202166 min read Tilman Versch

Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here

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Capitec, Cartrack, Desert Lion Capital, Naspers, PSG Group, South AfricaLeave a Comment on Rudi van Niekerk, why are you digging for investing diamonds in SA?
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
American Investing Companies & Individiual stocks European Investing Investment philosophy Value Investing

Steve Gorelik, what are the best allocators & markets in Eastern Europe?

17. February 202118. February 202139 min read Tilman Versch

Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik

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Firebird Management, Georgia, Georgia Capital, RomaniaLeave a Comment on Steve Gorelik, what are the best allocators & markets in Eastern Europe?
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
Asian Investing European Investing Growth Investing Value Investing

How to compound in the Nordics, Daniel Glaser of River Oak Capital?

14. February 202118. February 202166 min read Tilman Versch

With Daniel Glaser, the man behind River Oak Capital, I had the pleasure to discuss his way into investing and the learnings of a quality

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Nordics, River Oak Capital, SwedenLeave a Comment on How to compound in the Nordics, Daniel Glaser of River Oak Capital?
What does scale mean for Naked Wines? A talk with CEO Nick Devlin
American Investing Companies & Individiual stocks European Investing

What does scale mean for Naked Wines? A talk with CEO Nick Devlin

13. February 202122. February 202152 min read Tilman Versch

With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. Here you

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Naked Wines, Subcription businessesLeave a Comment on What does scale mean for Naked Wines? A talk with CEO Nick Devlin
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
American Investing Companies & Individiual stocks European Investing Founders & Business Man

Rowan Gormley, is Naked Wines a mousetrap for the wine market?

31. January 202113. February 202153 min read Tilman Versch

I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below

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Naked Wines, Subcription businessesLeave a Comment on Rowan Gormley, is Naked Wines a mousetrap for the wine market?
Good Investing Links: Concepts, Housing and China
Companies & Individiual stocks Founders & Business Man Investment philosophy

Good Investing Links: Concepts, Housing and China

30. January 202130. January 20211 min read Tilman Versch

Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall

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Leave a Comment on Good Investing Links: Concepts, Housing and China
Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
American Investing European Investing Growth Investing Regions Value Investing

Mark Walker (Tollymore Investment Partners): Why invest in Trupanion

23. January 202124. January 202150 min read Tilman Versch

Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Tilman Versch 00:05

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Gym Group, TrupanionLeave a Comment on Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
This is not in their promotional material! Why it is foolish to invest in Miami
American Investing Impact Investors

This is not in their promotional material! Why it is foolish to invest in Miami

5. January 20215. January 202117 min read Tilman Versch

Miami is trending! In the last weeks, I could observe a growing interest in parts of FinTwit in moving to or investing in Miami. The

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Climate Crisis, Climate Investing, Florida3 Comments on This is not in their promotional material! Why it is foolish to invest in Miami
Good Investing Links: High-Quality Investing Analysis & 2020 reviews
Companies & Individiual stocks Growth Investing Investing Styles Value Investing

Good Investing Links: High-Quality Investing Analysis & 2020 reviews

2. January 20212. January 20211 min read Tilman Versch

During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you: High-Quality Investing Analysis IVU

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Leave a Comment on Good Investing Links: High-Quality Investing Analysis & 2020 reviews

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Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?
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What does scale mean for Naked Wines? A talk with CEO Nick Devlin

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Ryan O'Connor & Todd Wenning
Asian Investing Companies & Individiual stocks Growth Investing Value Investing

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African Investing Companies & Individiual stocks Investment philosophy

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American Investing Companies & Individiual stocks European Investing Investment philosophy Value Investing

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What does scale mean for Naked Wines? A talk with CEO Nick Devlin

13. February 202122. February 202152 min read Tilman Versch

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