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…
Author: Tilman Versch
Tilman Versch runs Good Investing and the Plus community. He is an expert on the Berkshire Hathaway Annual Meeting and helps the experienced investors in his community to grow, connect, and have fun.
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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…
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Andrew Rosenblum, are one or two good investments per year enough?
Here you can find a transcript of my interview with Andrew Rosenblum of Bonsai Partners. This episode of Good Investing Talks is supported by MIT…
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Network intensely! An interview with Dennis Hong & Fred Liu
Here you can find a transcript of my interview with Dennis Hong & Fred Liu. I already interviewed them in two different interviews. Here you…
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Good Investing Links: Tech & Quality Company Write-Ups
During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis…
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Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
Here you can find the transcript of the live stream we had with Fred Liu of Hayden Capital (Homepage) on 03 June 2020. This is…
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What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a…
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Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
In mid-November 2019 I had the wonderful opportunity to attend a lecture by Jeremy Grantham in Frankfurt. Jeremy Grantham stands for the G in GMO….
