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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.
Joe Frankenfield, how much Value Investing is in Saga Partners?

Joe Frankenfield, how much Value Investing is in Saga Partners?

8. February 202230. January 2022 Tilman Versch

Here you can enjoy the transcript of our conversation with Joe Frankenfield of Saga Partners. We discussed his way into investing and why he switched from investing in linear businesses

Saga Partners
How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

1. February 20221. February 2022 Tilman Versch

Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the

GBC Value
Philipp Haas, on building a fund with good performance & social media

Philipp Haas, on building a fund with good performance & social media

26. January 202229. January 2022 Tilman Versch

Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund

GARP, Wikifolio
How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?

How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?

13. December 202124. January 2022 Tilman Versch

This is the final part of our discussion about the future of Spotify. Here you can find all episodes. In this discussion with Jeremy Deal and Sleepwell Capital, we have

Music market, Spotify
How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

13. December 202122. January 2022 Tilman Versch

This is the second part of our discussion about the future of Spotify. Here you can find all episodes. In this discussion with Jeremy Deal and Sleepwell Capital, we have

Music market, Spotify
Compounding in South Korea with Chan H. Lee & Albert H. Yong (Petra Capital Management)?

Compounding in South Korea with Chan H. Lee & Albert H. Yong (Petra Capital Management)?

7. December 202129. January 2022 Tilman Versch

South Korea is an interesting country to invest in. With the experts of Petra Capital Management (Website) Chan H. Lee and Albert H. Yong, I had the chance to do

South Korea
From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm

From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm

16. November 202113. December 2021 Tilman Versch

Rom Wilson of ACM Capital Management has a very interesting investing journey. He learned to invest in China before starting a global developed market-focused fund. Here we discussed his firm

America, Snap Chat
What do successful investments share, Thatcher Martin (Spree Capital)?

What do successful investments share, Thatcher Martin (Spree Capital)?

9. November 202131. January 2022 Tilman Versch

Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and

Ebay, Spree Capital, Upwork
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?

How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?

1. November 20211. November 2021 Tilman Versch

In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can also enjoy the second part of our conversation

Audio market, Spotify
How to invest in India, Gokul Ray P.?

How to invest in India, Gokul Ray P.?

26. October 202126. October 2021 Tilman Versch

Gokul Raj P. is a very good global investor. He was very recently rated No: 1 in the ‘All-Time’ list of analysts tracked by SumZero, Inc. I had the pleasure

India

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