What to learn from Warren Buffett’s Capital Allocation, Jacob McDonough?
In this podcast episode, we discussed Capital Allocation: The Financials of a New England Textile Mill 1955 – 1985 with the writer Jacob McDonough. We…
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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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: An Investor’s Guide to Evaluating Business Quality and Durability“….
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Why do you like Nvidia & Airbnb, Will Kim (Apsis Capital)?
We had the pleasure of welcoming Will Kim of Apsis Capital Management. Will is investing in trends via the stock market. We have discussed the…
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Gabelli’s Berkshire Hathaway Panel 2024
Here, you can find a transcript of the Gabelli’s Berkshire Hathaway Panel 2024 with: Introduction to Gabelli’s Berkshire Hathaway Panel 2024 [00:00:00] Macrae Sykes: Good…
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Why do you like Andon & Gongniu, Xin Wu (Banyan Partners)?
Xin Wu of Banyan Partners is in the 10% of Chinese public equity investors, but not many know of him. Therefore, we were especially happy…
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Sam Hollanders (Chess Capital), why do you like Cake Box?
It was our pleasure to welcome Sam Hollanders of Chess Capital as a first-time guest on Good Investing Talks to discuss how he invests in…
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Theron de Ris (Sorengo Partners), why do you like Jet2Airways?
It was our pleasure to welcome Theron de Ris of Sorengo Partners as a first-time guest on Good Investing Talks. We discussed how he invests…
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Why are Youngone & Hyundai interesting, Chan H. Lee?
Could Korean equities offer the same chance for high returns as Japanese equities? I have discussed these questions with Chan H. Lee and Albert Yong…
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Why do you like Alpha Group PLC stock, Dede Eyesan?
It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners as a first-time guest on Good Investing Talks! We have discussed the following…
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Markel Omaha Brunch 2024 Transcript
This post contains the Markel Omaha Brunch 2024 transcript. In it, you can find the Q&A with Tom Gayner and the management of Markel. Introduction…
