Skip to content
Good Investing Logo

Good Investing – Understanding businesses & Connecting investors

Understanding businesses & Connecting investors

    • About us
          • Tilman Versch winken
          • About us
          • Subscribe to our newsletter 📧
          • Support us 🙏🏻
          • Link us with our banners 🔗
    • Talks podcast
      • American investors
            • Dev Kantesaria (Valley Forge)
            • Andrew Rosenblum (Bonsai Partners)
            • Shaurya Gupta (Gupta Partnership)
            • Rom Wilson (ACM Capital)
            • Will Kim (Apsis Capital)
            • Steve Gorelik (Firebird Management)
            • Jeremy Deal (JDP Capital)
            • Axel Kopel (Rowan Street Capital)
            • Fred Liu (Hayden Capital)
            • Soo Chuen Tan (Discerene Group)
            • Joe Frankenfield (Saga Partners)
            • Pledge Capital
            • Cliff Sosin (CAS Investment Partners)
            • Joshua Collinsworth (Nomadic Value)
            • Thatcher Martin (Spree Capital)
            • Andrew Brenton (Turtle Creek)
            • Dennis Hong (ShawSpring)
            • Christopher Tsai (Tsai Capital)
            • Mark Cohen (Stone House Partners)
            • Chris Waller (Plural Investing)
            • Pavel Begun (3G Capital Management)
            • Ryan O'Connor (Crossroad Capital)
            • Dave Iben (Kopernik Global)
            • Eric Markowitz (Nightview Capital)
      • Learn more about Talks
      • European investors
            • Guy Spier (Aquamarine)
            • Dede Eyesan (Jenga)
            • Roger Peeters (pfp Advisory)
            • Jochen Wermuth (WAM)
            • Daniel Glaser (River Oak Capital)
            • Marc-Lennart Bräutigam (GBC Value)
            • Felix Gode (Alpha Star)
            • Sam Hollanders (Chess Capital)
            • Dave Nangle (VEF)
            • Matthias Riechert (P&R Value)
            • Theron de Rise (Sorengo Partners)
            • Per Brilioth (VNV Global)
            • Philipp Haas (Invest4 Capital)
            • Gokul Ray P. (Bavaria Industries)
            • Andreas Aaen (Symmetry A/S)
            • Mark Walker (Tollymore)
      • African & Asian investors
            • Asia
              • Xin Wu (Banyan Partners)
              • Chan H. Lee & Albert H. Wong (Petra Capital)
            • Africa
              • Rudi van Niekerk (Desert Lion Capital)
              • Axel Krohne (Krohne Capital)
      • Allocators
            • Novo Holdings
            • Kontora Family Office
            • MITIMCo
      • Understanding businesses
            • Holdings
              • Berkshire Hathaway
              • Georgia Capital
              • PSG Group
            • Gaming
              • Nintendo
              • Pullup Entertainment
            • Railways
              • Vossloh
            • Financials
              • Grenke
              • Moltiply Group
              • JDC Group stock
            • Audio
              • Spotify
            • Insurance
              • Trupanion
            • E-commerce & retail
              • About You
              • Naked Wines
              • home24
            • Travel
              • HomeToGo
            • Energy
              • 2G Energy
              • ABO Energy
            • Industrials
              • LPKF
      • Investing resources
            • Books
              • Yefei Lu - Inside the Investments of Warren Buffett
              • Simon Kold - On the Hunt for Great Companies
            • Tools
              • Journalytic with Jake Taylor
              • Notion with Matthew Brown
              • Interviewing with In Practise (Will Barnes & Will Oliver)
            • Events
              • International Value Investing Conference
              • Berkshire Hathaway Annual Meeting
    • Investing resources
      • Conferences
            • The best investing conferences
            • Investing events calendar
      • Blogs
            • Featured investing blogs
              • Featured investing blogroll
            • European blogs
              • European blogroll
            • American blogs
              • American blogroll
            • Australian & Asian blogs
              • Australian & Asian blogroll
      • Tools
            • Recommended investing tools
      • Investing content
            • Book lists
            • Investing quotes overview
            • Investing legends
            • Movies
            • Documentations & series
            • Investing YouTube overview
            • Podcast overview
      • Stock overviews
            • 200+ railway stocks overview
    • Plus community 👋🏻
          • Good Investing Plus - Thumbs up
          • Plus community 👋🏻
          • Plus community conference @ BRK AGM
            • Emerging Managers Meeting @ BRK AGM
          • Fund Starter Academy - Learn how to start a fund 📈
          • Log-in to Plus
    • Berkshire Hathaway Annual Meeting 2026
          • Berkshire Hathaway Annual Meeting 2026
          • Berkshire Hathaway Annual Meeting 2026
            • AGM 2026 Guide
            • Travel Guide
            • Omaha Guide
          • Good Investing Events
            • ➕ Plus Community Conference
            • 💼 Emerging Managers Meeting
          • Berkshire Hathaway resources
            • Berkshire Hathaway Books & more
            • Annual Meeting 2025 Transcript
            • Annual Meeting 2024 Transcript
    • Contact
          • You are also welcome to contact us

            Good Investing UG
            c/o Tilman Versch
            Weigandufer 32
            12059 Berlin
            +49 (30) 92102344

            Get a quick response

            You are welcome to use our contact form to get the quickest response 👉🏻

Home » Archives for Tilman Versch » Page 12

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.
Why are you investing in Carvana stock, Clifford Sosin?

Why are you investing in Carvana stock, Clifford Sosin?

21. September 202110. February 2025

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

CAS Investment Partners
Fred Liu, what are the benefits of sharing secrets as an investor?

Fred Liu, what are the benefits of sharing secrets as an investor?

7. September 202110. February 2025

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,

Hayden Capital
Do you want to start an investment fund? Read Guy Spier’s advice

Do you want to start an investment fund? Read Guy Spier’s advice

31. August 202110. February 2025

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

Aquamarine Capital Management
What matters in 10 years? Cliff Sosin on company culture

What matters in 10 years? Cliff Sosin on company culture

24. August 202110. February 2025

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

CAS Investment Partners
Dennis Hong, how did you build ShawSpring Partners?

Dennis Hong, how did you build ShawSpring Partners?

17. August 202110. February 2025

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:

ShawSpring Partners
Guy Spier, what has a bar to do with finding investment ideas?

Guy Spier, what has a bar to do with finding investment ideas?

10. August 202110. February 2025

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

Aquamarine Capital Management
How to generate ideas? A talk with outperforming Value Investor Cliff Sosin

How to generate ideas? A talk with outperforming Value Investor Cliff Sosin

3. August 20218. February 2025

In early May 2019, I did a series of interviews with Cliff Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about idea generation

CAS Investment Partners
How much Fred Liu is in Hayden Capital? A talk with the investor

How much Fred Liu is in Hayden Capital? A talk with the investor

27. July 20218. February 2025

I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on

Hayden Capital
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?

How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?

20. July 20218. February 2025

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

Aquamarine Capital Management
Edward Chang, how did you compound with 30%+ p.a.?

Edward Chang, how did you compound with 30%+ p.a.?

13. July 20218. February 2025

I had the pleasure to interview Edward Chang of Pledge Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on

Pledge Capital

Posts pagination

Previous 1 … 11 12 13 … 18 Next

Follow us

  • YouTube
  • Spotify
  • LinkedIn
  • Bluesky
  • Mail
  • RSS Feed

Contact us

Good Investing UG
c/o Tilman Versch
Weigandufer 32
12059 Berlin
+49 (30) 92102344
USt-IdNr.: DE335948243

Plus community

  • Terms and conditions
  • Cancellation policy
  • Cancel your membership

* = Affiliate Link

Legal

  • Imprint
  • Disclaimer
  • Privacy policy
  • Manage your cookies
Copyright © 2017 - 2025