Skip to content
  • RSS
  • twitter
  • LinkedIn
  • YouTube
  • Spotify

Good Investing

Connecting Investors & Understanding Businesses

    • About us
          • About us – Learn more
    • Plus Community
          • Apply for the community
          • Plus Meetings
          • Plus Chat
          • Go to the community
    • Supporters Club
          • Join our Supporters Club
          • Say thank you
    • Good Investing Talks
          • American Investors
            • Tom Gayner (Markel)
            • Christopher Tsai (Tsai Capital)
            • Dennis Hong (ShawSpring Partners)
            • Fred Liu (Hayden Capital)
            • Joe Frankenfield (Saga Partners)
            • Andrew Rosenblum (Bonsai Partners)
            • Edward Chang (Pledge Capital)
            • Andrew Brenton (Turtle Creek)
            • Clifford Sosin (CAS Investment Partners)
            • Thatcher Martin (Spree Capital)
            • Dan Crowley & Erik Markowitz (Worm Capital)
            • Rom Wilson (ACM Capital Management)
            • Pavel Begun (3G Capital Management)
            • Chris W. Mayer (Woodlock House Family Capital)
            • Greggory Warren (Morningstar)
            • Dave Iben (Kopernik Global Investors)
            • Caesar Bryan (Gabelli Funds)
          • Allocators
            • MITIMCo
          • European Investors
            • Rob Vinall (RV Capital)
            • Andreas Lechner & Rob Vinall (RV Capital)
            • Daniel Glaser (River Oak Capital)
            • Dave Nangle (VEF)
            • Per Brilioth (VNV Global)
            • Felix Gode (Alpha Star Funds)
            • Guy Spier (Aquamarine Capital)
            • Daniel Gehlen & Marc-Lennart Bräutigam (GBC)
            • Andreas Aaen (Symmetry A/S)
            • Roger Peeters (pfp-ADVISORY)
            • Philipp Haas (invest4)
            • Mark Walker (Tollymore Investment Partners)
            • Steve Gorelik (Firebird Management)
            • Jochen Wermuth (Wermuth Asset Management)
            • Yefei Lu (Shareholder Value)
            • Axel Krohne (Krohne Capital)
          • African Investors
            • Rudi van Niekerk (Desert Lion Capital)
          • The Good Investing Talks Concept
          • Asian Investors
            • Chan H. Lee & Albert H. Yong (Petra Capital)
            • Gokul Ray P. (Bavaria Industries)
          • Understanding Businesses
            • Nintendo with Ryan O’Connor & Todd Wenning
            • Spotify with Jeremy Deal & Sleepwell Capital
            • About You with Tarek Müller
            • Naked Wines with Nick Devlin and Rowan Gormley
            • Trupanion with Darryl Rawlings
            • 2G Energy with Friedrich Pehle
            • home24 with Marc Appelhoff
            • ABO Wind with Karsten Schlageter
            • Gruppo Mutui Online with Marco Pescarmona
          • Investing Events
            • Berkshire Hathaway Annual Meeting
            • International Value Investing Conference 2019
            • Berlin Green Investment Summit 2019 I
            • Berlin Green Investment Summit 2019 II
            • International Value Investing Conference 2018
    • Good Investing Talks Podcast
          • Good Investing Talks Podcast
          • The Good Investing Talks Concept
    • Good Blogs
          • Our featured Investing Blogs
            • Our featured Investing Blogroll
          • American Investing Blogs
            • American Blogroll
          • European Investing Blogs
            • European Blogroll
          • Australian & Asian Investing Blogs
            • Australian & Asian Investing Blogroll
    • Good Resources
          • Investing Book Lists
          • Investing Conferences
            • Investing Events
          • Investing Documentation & Series
          • Investing Movies
          • Investing Podcasts
            • Investing Podcast Roll
          • Investing YouTube
          • Investing twitter
          • Investing Legends
            • Investing quotes
          • Investing Tools
    • Contact
          • Contact
            • Our newsletter
          • Imprint
            • Good Investing Banner
          • Sitemap
          • Disclaimer
            • Privacy policy
You are Here
  • Home
  • Regions
  • American Investing

Category: American Investing

Dennis Hong, how does ShawSpring Partners define ecosystem control?

Dennis Hong, how does ShawSpring Partners define ecosystem control?

11. August 202222. June 2022 Tilman Versch

During the RV Capital Annual Meeting 2022, Rob Vinall and Dennis Hong had a chat about the evolution of ShawSpring Partners, the idea of ecosystem control and more. The following

RV Capital, ShawSpring Partners
Per Brilloth, how do you want to win with Babylon Health stock?

Per Brilloth, how do you want to win with Babylon Health stock?

30. June 20225. July 2022 Tilman Versch

I had the pleasure to welcome Per Brilioth of VNV Global back. Here we focussed on the impact of Russia’s war and VNV’s investment in Babylon and VOI. We have

Babylon Health, Climate Investing, Emerging Markets, Nordics, Sweden, VNV Global, VOI
Nick Devlin, how does Naked Wines show strength in turbulent times?

Nick Devlin, how does Naked Wines show strength in turbulent times?

14. June 202214. June 2022 Tilman Versch

It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following: Check out

E-Commerce, Naked Wines
20% returns annually over 21 years: What is Turtle Creek’s secret sauce?

20% returns annually over 21 years: What is Turtle Creek’s secret sauce?

24. May 202211. July 2022 Tilman Versch

This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle Creek Asset Management presented a

Canada, Turtle Creek Asset Management
Chris Mayer, how to hunt 100 baggers?

Chris Mayer, how to hunt 100 baggers?

17. May 202217. June 2022 Tilman Versch

Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them” which is an interesting read

100 baggers
How investing global, Pavel Begun of 3G Capital Management?

How investing global, Pavel Begun of 3G Capital Management?

26. April 202217. June 2022 Tilman Versch

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.

3G Capital Management
Christopher Tsai, is investing an art? Insight of a good investor

Christopher Tsai, is investing an art? Insight of a good investor

5. April 202211. July 2022 Tilman Versch

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

Tsai Capital
Nate Chesley, what does MITIMCo look for in investment managers?

Nate Chesley, what does MITIMCo look for in investment managers?

23. February 202213. July 2022 Tilman Versch

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

MITIMCo, RV Capital
Alex Kopel, how do you invest in change at Rowan Street Capital?

Alex Kopel, how do you invest in change at Rowan Street Capital?

16. February 202213. July 2022 Tilman Versch

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

Rowan Street Capital
Joe Frankenfield, how much Value Investing is in Saga Partners?

Joe Frankenfield, how much Value Investing is in Saga Partners?

8. February 202213. July 2022 Tilman Versch

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

Saga Partners

Posts navigation

1 2 … 6 Next

Our recommendations

  1. TIKR* for financial data
  2. Interactive Brokers* as a global broker

Recent podcasts

After the crash: What are the chances in European Tech, Daniel Kröger?
Tech bubble? Tech crash? Baki Irmak on tech investing in turbulent times
2G Energy stock: The solution for Europe's energy crisis, Friedrich Pehle?

Recent posts

  • Schmankerl der Woche KW32 2022
  • Weekend musings on Capricorn and Calumet
  • Top clicks this week on Abnormal Returns

Categories

African Investing Allocators American Investing Annual Meetings Asian Investing Companies & Individiual stocks European Investing Founders & Business Man Growth Investing Impact Investors Investing Books Investing Conferences Investing Events Investing ressources Investing Styles Investment philosophy Oceanian Investing Regions Value Investing

Tags

About You Amazon Aquamarine Capital Berkshire Hathaway Brasil Canada Carvana CAS Investment Partners Climate Crisis Climate Investing Creditas E-Commerce Eastern Europe Emerging Markets Facebook Fashion Fintech Firebird Management Fred Liu Germany Green Revolution Hayden Capital Holdings Impact Investing Internet Economy Japan Konfio Mexico Music market Naked Wines Nintendo Nordics Project Punch Card Conference Renewables RV Capital Sea Limited ShawSpring Partners South East Asia Spotify Subcription businesses Sweden Switzerland VEF VNV Global Wermuth Asset Management

Contact

  • Contact
  • Sitemap
  • Imprint

Support us

  • Supporters Club
  • Say thank you

Legal

  • Disclaimer
  • Privacy policy
  • Manage your cookies

* = Affiliate Link

Copyright © 2017 - 2022
Privacy Preference Privacy Preference

We use cookies on our website. Some of them are essential, while others help us to improve this website and your experience. If you are under 16 and wish to give consent to optional services, you must ask your legal guardians for permission. We use cookies and other technologies on our website. Some of them are essential, while others help us to improve this website and your experience. Personal data may be processed (e.g. IP addresses), for example for personalized ads and content or ad and content measurement. You can find more information about the use of your data in our privacy policy. You can revoke or adjust your selection at any time under Settings.

Privacy Preference

Accept all

Save

Individual Privacy Preferences

Cookie Details Privacy Policy Imprint

Privacy Preference Privacy Preference

If you are under 16 and wish to give consent to optional services, you must ask your legal guardians for permission. We use cookies and other technologies on our website. Some of them are essential, while others help us to improve this website and your experience. Personal data may be processed (e.g. IP addresses), for example for personalized ads and content or ad and content measurement. You can find more information about the use of your data in our privacy policy. Here you will find an overview of all cookies used. You can give your consent to whole categories or display further information and select certain cookies.

Accept all Save

Back

Privacy Preference

Essential cookies enable basic functions and are necessary for the proper function of the website.

Show Cookie Information Hide Cookie Information

Name
Provider Owner of this website, Imprint
Purpose Saves the visitors preferences selected in the Cookie Box of Borlabs Cookie.
Cookie Name borlabs-cookie
Cookie Expiry 1 Year
Name
Provider Good Investing Center
Purpose Cookie by Matomo used for website analytics. Generates statistical data on how the visitor uses the website.
Privacy Policy https://www.good-investing.net/imprint/privacy-policy/
Cookie Name _pk_*.*
Cookie Expiry 13 Months

Content from video platforms and social media platforms is blocked by default. If External Media cookies are accepted, access to those contents no longer requires manual consent.

Show Cookie Information Hide Cookie Information

Accept
Name
Provider Meta Platforms Ireland Limited, 4 Grand Canal Square, Dublin 2, Ireland
Purpose Used to unblock Facebook content.
Privacy Policy https://www.facebook.com/privacy/explanation
Host(s) .facebook.com
Accept
Name
Provider Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland
Purpose Used to unblock Google Maps content.
Privacy Policy https://policies.google.com/privacy?hl=en&gl=en
Host(s) .google.com
Cookie Name NID
Cookie Expiry 6 Month
Accept
Name
Provider Meta Platforms Ireland Limited, 4 Grand Canal Square, Dublin 2, Ireland
Purpose Used to unblock Instagram content.
Privacy Policy https://www.instagram.com/legal/privacy/
Host(s) .instagram.com
Cookie Name pigeon_state
Cookie Expiry Session
Accept
Name
Provider Openstreetmap Foundation, St John’s Innovation Centre, Cowley Road, Cambridge CB4 0WS, United Kingdom
Purpose Used to unblock OpenStreetMap content.
Privacy Policy https://wiki.osmfoundation.org/wiki/Privacy_Policy
Host(s) .openstreetmap.org
Cookie Name _osm_location, _osm_session, _osm_totp_token, _osm_welcome, _pk_id., _pk_ref., _pk_ses., qos_token
Cookie Expiry 1-10 Years
Accept
Name
Provider Twitter International Company, One Cumberland Place, Fenian Street, Dublin 2, D02 AX07, Ireland
Purpose Used to unblock Twitter content.
Privacy Policy https://twitter.com/privacy
Host(s) .twimg.com, .twitter.com
Cookie Name __widgetsettings, local_storage_support_test
Cookie Expiry Unlimited
Accept
Name
Provider Vimeo Inc., 555 West 18th Street, New York, New York 10011, USA
Purpose Used to unblock Vimeo content.
Privacy Policy https://vimeo.com/privacy
Host(s) player.vimeo.com
Cookie Name vuid
Cookie Expiry 2 Years
Accept
Name
Provider Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland
Purpose Used to unblock YouTube content.
Privacy Policy https://policies.google.com/privacy?hl=en&gl=en
Host(s) google.com
Cookie Name NID
Cookie Expiry 6 Month

Privacy Policy Imprint