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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.
Andrew Rosenblum, are one or two good investments per year enough?
American Investing Companies & Individiual stocks Growth Investing Value Investing

Andrew Rosenblum, are one or two good investments per year enough?

16. December 202014. February 202177 min read Tilman Versch

Here you can find a transcript of my interview with Andrew Rosenblum of Bonsai Partners. This episode of Good Investing Talks is supported by MIT

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Etsy, RedbubbleLeave a Comment on Andrew Rosenblum, are one or two good investments per year enough?
Network intensely! An interview with Dennis Hong & Fred Liu
American Investing Asian Investing Growth Investing Investing Styles Regions Value Investing

Network intensely! An interview with Dennis Hong & Fred Liu

24. October 202025. October 202082 min read Tilman Versch

Here you can find a transcript of my interview with Dennis Hong and Fred Liu. I already interviewed them in two different interviews. Here you

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Carvana, Hayden Capital, Mercari, Sea Limited, ShawSpring Partners, South East Asia, SquareLeave a Comment on Network intensely! An interview with Dennis Hong & Fred Liu
Good Investing Links: Tech & Quality Company Write-Ups
Companies & Individiual stocks Regions

Good Investing Links: Tech & Quality Company Write-Ups

18. October 20205. January 20212 min read Tilman Versch

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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Amazon, IAC, Sea Limited, Techstocks, Vostok New VenturesLeave a Comment on Good Investing Links: Tech & Quality Company Write-Ups
Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
American Investing Asian Investing Growth Investing Regions Value Investing

Fred Liu (Hayden Capital) on Carvana, Sea Limited and more

15. October 202015. October 202051 min read Tilman Versch

Our interview This article is the transcript of the livestream I had with Fred Liu of Hayden Capital (Homepage) on 03 June 2020. Here you

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Carvana, Hayden Capital, JD.com, Sea Limited, South East AsiaLeave a Comment on Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
What did I learn from Guy Spier (Aquamarine Capital)?
European Investing Investing Books Investment philosophy Regions

What did I learn from Guy Spier (Aquamarine Capital)?

11. October 202024. October 20205 min read Tilman Versch

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

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Aquamarine Capital, Guy Spier, Switzerland1 Comment on What did I learn from Guy Spier (Aquamarine Capital)?
Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
American Investing Impact Investors Value Investing

Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?

28. July 202027. October 20208 min read Tilman Versch

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.

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Climate Crisis, Climate Investing, Impact InvestingLeave a Comment on Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
Dennis Hong: Love of businesses, competition in China & dogs in investing
American Investing Growth Investing Value Investing

Dennis Hong: Love of businesses, competition in China & dogs in investing

27. July 202013. February 202179 min read Tilman Versch

This post is a transcript of the conversation I had with Dennis Hong of ShawSpring Partners. Here you can enjoy the video of the full

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Amazon, Carvana, Internet Economy, Sea Limited, ShawSpring Partners, Tencent4 Comments on Dennis Hong: Love of businesses, competition in China & dogs in investing
We give you our Berkshire Hathaway Shareholders’ Meeting photos
American Investing Annual Meetings Investing Events

We give you our Berkshire Hathaway Shareholders’ Meeting photos

2. May 202027. October 20201 min read Tilman Versch

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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Berkshire HathawayLeave a Comment on We give you our Berkshire Hathaway Shareholders’ Meeting photos
How is the Berkshire Hathaway Shareholders Meeting without Corona?
American Investing Annual Meetings

How is the Berkshire Hathaway Shareholders Meeting without Corona?

1. May 202027. October 20204 min read Tilman Versch

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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Berkshire HathawayLeave a Comment on How is the Berkshire Hathaway Shareholders Meeting without Corona?
Why are Alphabet and Facebook Online Advertising Powerhouses?
American Investing

Why are Alphabet and Facebook Online Advertising Powerhouses?

26. February 20208 min read Tilman Versch

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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Internet EconomyLeave a Comment on Why are Alphabet and Facebook Online Advertising Powerhouses?

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