Rowan Gormley (Naked Wines): Is Naked Wines a mousetrap for the wine market?
Rowan Gormley, founder and former CEO of Naked Wines, on the wine market, the US three-tier system, the Majestic sale and company culture (2020).
Author: Tilman Versch
Tilman Versch is the founder of Good Investing, a value investing media platform and community based in Berlin. He has attended the Berkshire Hathaway Annual Meeting every year since 2019 and became an independent expert. He hosts the Good Investing Talks podcast.
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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 (Tollymore Investment Partners): Why invest in Trupanion?
Mark Walker of Tollymore Investment Partners joined us for an interview about his approach, Trupanion and the Gym Group.
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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 (Bonsai Partners): Are one or two good investments per year enough?
Andrew Rosenblum, Bonsai Partners “if you want to earn truly spectacular results on an idea, it’s just not good enough to find a great company….
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Dennis Hong & Fred Liu (ShawSpring & Hayden Capital): Why network intensely?
Having Dennis Hong & Fred Liu (ShawSpring & Hayden Capital) on together was great. We talked about Sea Limited, Square and more.
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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
Fred Liu (Hayden Capital) on his research, Sea Limited, Shopee, JD.com and Carvana. Transcript of our 2020 live interview with video.
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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…
