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 commonalities of high-quality businesses and
Author: Tilman Versch
Tilman Versch founded Good Investing and a very enthusiastic, long-term investor. Over the last few years, he has taught himself important investing concepts and shared his learning journey publicly. He tries to combine a positive societal and ecological impact with his investments.
How well is Spotify positioned in the audio market, Jeremy Deal?
In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can find all the interviews in our Spotify archive.
How to invest in India, Gokul Ray P.?
Gokul Raj P. is a superb global investor. He was very recently rated No: 1 in the ‘All-Time’ list of analysts tracked by SumZero, Inc. I had the pleasure to
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. You can find additional interviews in our ABO
Why are you investing in Carvana stock, Clifford Sosin?
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, we talked about shorting and
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 Liu in our Hayden Capital archive. Introduction [00:00:00] Tilman Versch: Fred,
Do you want to start an investment fund? Read 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. In this part of the
What matters in 10 years? Cliff Sosin on company culture
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, we talked about Cliff’s investment
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 Hong in our Shawspring Partners archive. Introduction [00:00:00] Tilman Versch:
Guy Spier, what has a bar to do with finding investment ideas?
On October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and