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….
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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Dennis Hong (ShawSpring Partners): Love of businesses & investing in China
Dennis Hong, ShawSpring Partners “China is a remarkable place to be an investor because in some sense, yes, it is a very closed ecosystem, but…
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We give you our Berkshire Hathaway Shareholders’ Meeting photos
Starting today, we are making our Berkshire Hathaway Shareholders’ Meeting photos available to you under the Creative Commons License (CC BY 4.0). Under this license,…
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How is the Berkshire Hathaway Shareholders Meeting normally?
This year everything is different – even in Omaha. Because the Berkshire Hathaway Shareholders Meeting 2020 (via the link you get all important information) will…
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Why are Alphabet and Facebook Online Advertising Powerhouses?
Two of the most dominant advertising companies both in Europe and here in the US are Alphabet and Facebook. Both companies generate a significant amount…
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What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported…
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Michael Mauboussin – Director of Research, BlueMountain Capital
Prior to joining BlueMountain, Michael Mauboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael…
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James "Jamie" Dinan interviewed by Oliver Michael Weinberg
James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm…
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Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
APG manages USD 500bn (!) for Dutch pensioners. Michael Oliver Weinberg is an asset allocator for APG, and teaches investing at Columbia Business School. He…
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Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
AQR Capital Management has USD 180bn (!) AUM. Cliff Asness is a very active researcher and writer: Blog, Twitter, research papers, articles and guest contributions….
