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:
Category: Founders & Business Man
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
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
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below
Good Investing Links: Concepts, Housing and China
Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall
Bolloré: Investing in Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate
Vostok New Ventures Investors Day 2018 – A report by us
Vostok New Ventures is a Swedish holding company, that invests in unlisted companies with network effects. The investments have strong exposure to the developing world.
