From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm
Rom Wilson of ACM Capital Management has a very interesting investing journey. He learned to invest in China before starting a global developed market-focused fund.
What do successful investments share, Thatcher Martin (Spree Capital)?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can also enjoy the
How to invest in India, Gokul Ray P.?
Gokul Raj P. is a very good global investor. He was very recently rated No: 1 in the ‘All-Time’ list of analysts tracked by SumZero,
Karsten Schlageter – How are you building the energy future at ABO Wind?
Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview,
Fred Liu, what are the benefits of sharing secrets as an investor?
In July 2021, I did an interview with Fred Liu of Hayden Capital. You can find all content with Fred here. Introduction [00:00:00] Tilman Versch: Fred,
Do you want to start an investment business? Watch Guy Spier’s advice
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich.
What matters in 10 years? Cliff Sosin on culture & information gathering
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview,
Dennis Hong, how did you build ShawSpring Partners?
In July 2021, I did an interview with Dennis Hong of ShawSpring Partners. You can find all content with Dennis here. Introduction [00:00:00] Tilman Versch:
