In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview,
Category: Companies & Individiual stocks
Dennis Hong, how did you build ShawSpring Partners?
In July 2021, I did an interview with Dennis Hong of ShawSpring Partners. You can find all content with Dennis here. Introduction [00:00:00] Tilman Versch:
How much Fred Liu is in Hayden Capital? A talk with the investor
I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This
David Nangle, will Creditas be a ten-bagger for VEF?
I had the pleasure to interview David Nangle of VEF. Here you can find the full video of the interview and the transcript. This conversation
Greggory Warren, how is Berkshire Hathaway’s culture?
This video on Berkshire Hathaway was recorded in November 2019 but it isn’t outdated – as well as this transcript. It gives you a lot
Per Brilioth at VNV Global – the tech investor you never heard of
The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview as well as
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you
Rudi van Niekerk, why are you digging for investing diamonds in SA?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik
