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
Category: Investment philosophy
Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?
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
How to evaluate good management, Rob Vinall (RV Capital)?
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,
How did Worm Capital make 35-45% p.a. since the inception of the fund?
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,
What did Rob Vinall learn from his closest friend Andreas Lechner?
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
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 the podcast. Per Brilioth’s biggest
The value in saying “No”
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 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
Steve Gorelik, what are the best 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 in November 2019. In this
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 – Recent memos Mohnish Pabrai
