Alex Morris (TSOH Investing): What to learn from Buffett & Munger Unscripted?
Alex Morris, TSOH Investing “You’d better really love the source material and what you’re working on, and be ready to put in a lot of…
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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Markel Omaha Brunch 2025 transcript
Tom Gayner, Markel Group “I think the nature of markets is that there is always noise.” [02:11:58] Key facts Markel Group hosted its Omaha Brunch…
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Brett Gardner: What to learn from Buffett’s Early Investments?
Brett Gardner, author of Buffett’s Early Investments “To understand Buffett today, you have to understand these years and what led him to kind of gravitate…
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Lucy Chou (Luna Partners): Why do you like Mercado Libre?
Lucy Chou, Luna Partners “MercadoLibre is a great example of a shooter, right? You have this amazing TAM growing very, very rapidly […] And then…
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Jackson Zhu (Square Street Capital): Why do you like DoorDash?
Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.
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Adam Mead (Mead Capital Management): What to learn from The Complete Financial History of Berkshire Hathaway?
Adam Mead on his book The Complete Financial History of Berkshire Hathaway: lessons on patience, concentration and how Buffett motivates managers.
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Pieter Slegers: How did you grow Compounding Quality?
Pieter Slegers shares the impressive growth story of his well-known brand Compounding Quality with us in this in-depth interview.
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Dan Rupp (Parkway Capital): Why do you like Haier D shares?
It was great to welcome Dan Rupp of Parkway Capital as a first-time guest on the podcast! We chatted about his investing approach.
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Jacob McDonough: What to learn from Warren Buffett’s Capital Allocation?
Jacob McDonough on his book Capital Allocation: The Financials of a New England Textile Mill, why he wrote it and what Berkshire’s early years teach.
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Simon Kold: What to learn from On the Hunt for Great Companies?
Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies”. Learn more about the book here.
