Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
Category: American Investing
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
Nate Chesley, what does MITIMCo look for in investment managers?
Here you can enjoy the transcript of a conversation between Nate Chesley of MITIMCo and Rob Vinall. It gives you insights into what MITIMCo is looking for in young investment
Alex Kopel, how do you invest in change at Rowan Street Capital?
Here you can enjoy our conversation with Alex Kopel of Rowan Street Capital. We have discussed how he moved from classical value stocks to businesses that drive change. We have
Joe Frankenfield, how much Value Investing is in Saga Partners?
Here you can enjoy the transcript of our conversation with Joe Frankenfield of Saga Partners. We discussed his way into investing and why he switched from investing in linear businesses
From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm
Rom Wilson of ACM Capital Management has a very interesting investing journey. He learned to invest in China before starting a global developed market-focused fund. Here we discussed his firm
What do successful investments share, Thatcher Martin (Spree Capital)?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
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, we talked about shorting and
Fred Liu, what are the benefits of sharing secrets as an investor?
In July 2021, I did an interview with Fred Liu of Hayden Capital. You can find all content with Fred here. Introduction [00:00:00] Tilman Versch: Fred, it’s great to have you
What matters in 10 years? Cliff Sosin on culture & information gathering
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, we talked about Cliff’s investment
