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  • Tilman Versch
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Author: Tilman Versch

Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock

How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock

10. November 202212. November 2022 Tilman Versch

John Zolidis is an expert on retail and restaurant stock. I had the pleasure to interview him on different opportunities in his universe of coverage. We have discussed the following

Retail
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?

Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?

3. November 202225. October 2022 Tilman Versch

A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of

Green Revolution, Mining
Focus Entertainment, winning with Aliens & Warhammer games?

Focus Entertainment, winning with Aliens & Warhammer games?

14. October 2022 Tilman Versch

We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are

France
Marco Pescarmona, how did Gruppo Mutui Online grow?

Marco Pescarmona, how did Gruppo Mutui Online grow?

7. October 202217. October 2022 Tilman Versch

In Juni 2021, I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona. Here you can

Italy
Gokul Raj P. – Special Situations, Right Issues, and Tender Offers

Gokul Raj P. – Special Situations, Right Issues, and Tender Offers

22. September 202222. June 2022 Tilman Versch

Special situations, right issues and tender offers are a very interesting playing field to invest in. Gokul Raj P. gave us some insights into investing in this specialities. The interview

Bavaria Industries, Right issues, Special situations, Tender offers
Richard Howe, how to invest in spin-offs and special situations?

Richard Howe, how to invest in spin-offs and special situations?

15. September 202222. June 2022 Tilman Versch

Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was done in 2020. We made

ANGI, IAC, Match Group
What are the best capital allocators in Eastern Europe, Steve Gorelik?

What are the best capital allocators in Eastern Europe, Steve Gorelik?

8. September 202220. June 2022 Tilman Versch

Steve Gorelik works for Firebird Management – a good investor with a good track record in Eastern European markets. With Steve, I could talk in November 2019. In this interview

Eastern Europe
Marc Appelhoff, how does Home24 build the furniture e-commerce future?

Marc Appelhoff, how does Home24 build the furniture e-commerce future?

1. September 202220. June 2022 Tilman Versch

Marc Appelhoff is the CEO of Home24 – a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this business which is currently

E-Commerce
Joel Cohen, what is MITIMCo looking for in Emerging Managers?

Joel Cohen, what is MITIMCo looking for in Emerging Managers?

25. August 202222. June 2022 Tilman Versch

Here you can enjoy our conversation between Joel Cohen of MITIMCo and Rob Vinall. In this Q&A format, both have discussesd what MITIMCo is looking for in Emerging Managers. Here

MITIMCo, RV Capital
What do allocators look for in Emerging Managers? A panel

What do allocators look for in Emerging Managers? A panel

18. August 202222. June 2022 Tilman Versch

During RV Capital’s Annual Meeting 2022 Rob Vinall hosts a traditional allocator panel. Patrick Maurenbrecher, Claudine Innes and James Ferguson joined to answer the questions of the guests. They have

Global Endowment Management, Kontora Family Office

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