Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
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…
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.
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Rudi van Niekerk, why are you digging for investing diamonds in SA?
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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Steve Gorelik, what are the best markets in Eastern Europe?
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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How to compound in the Nordics, Daniel Glaser of River Oak Capital?
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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What does scale mean for Naked Wines? A talk with CEO Nick Devlin
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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Rowan Gormley, is Naked Wines a mousetrap for the wine market?
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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Good Investing Links: Concepts, Housing and China
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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Mark Walker, why invest in Trupanion?
Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Here you can…
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Why it is foolish to invest in Miami
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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Good Investing Links: High-Quality Investing Analysis & 2020 reviews
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…
