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Category: Investment philosophy

Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?

Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?

13. July 202131. July 2021

I had the pleasure to interview Edward Chang of Pledge Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on

Pledge Capital
Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?

Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?

20. June 20218. July 2021

We had the pleasure to interview Andrew Brenton of Turtle Creek Asset Management in November 2019. Here you can find the full video and the transcript of our conversation. Tilman

Canada
How to evaluate good management, Rob Vinall (RV Capital)?

How to evaluate good management, Rob Vinall (RV Capital)?

13. June 202111. July 2022

I had the pleasure to interview Rob Vinall of RV Capital in February 2019. Here you can find the full interview. Below is the transcript. [00:08] Tilman Versch: Hello, Rob. Well,

Facebook, Grenke, RV Capital
How did Worm Capital make 35-45% p.a. since the inception of the fund?

How did Worm Capital make 35-45% p.a. since the inception of the fund?

30. May 202111. July 2022

I had the pleasure to interview Eric Markowitz and Dan Crowley of Worm Capital. Here you can find the full interview. Below is the transcript. Introduction [00:00:00] Tilman Versch: Hello,

Spotify, Tesla
What did Rob Vinall learn from his closest friend Andreas Lechner?

What did Rob Vinall learn from his closest friend Andreas Lechner?

2. April 20219. July 2022

Andreas Lechner is a close friend of Rob Vinall. In this conversation he outlines his investing style in an exchange with Rob during the RV Capital meeting in Engelberg. Introduction

Facebook, RV Capital
Per Brilioth at VNV Global – the tech investor you never heard of

Per Brilioth at VNV Global – the tech investor you never heard of

25. March 202111. July 2022

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 the podcast. Per Brilioth’s biggest

Climate Investing, Emerging Markets, Nordics, Sweden, VNV Global
The value in saying “No”

The value in saying “No”

23. March 202123. March 2021

Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much earlier. One skill that I

Rudi van Niekerk, why are you digging for investing diamonds in SA?

Rudi van Niekerk, why are you digging for investing diamonds in SA?

21. February 202113. July 2022

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 you can find the video

Capitec, Cartrack, Desert Lion Capital, Naspers, PSG Group, South Africa
Steve Gorelik, what are the best markets in Eastern Europe?

Steve Gorelik, what are the best markets in Eastern Europe?

17. February 202120. June 2022

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 in November 2019. In this

Eastern Europe, Firebird Management, Georgia, Georgia Capital, Romania
Good Investing Links: Concepts, Housing and China

Good Investing Links: Concepts, Housing and China

30. January 202120. August 2023

Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall – Recent memos Mohnish Pabrai

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