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Category: American Investing

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

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

26. April 202227. April 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.

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

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

5. April 202221. March 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 202224. March 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, Rob Vinall, 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 202214. February 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 202230. January 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
From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm

From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm

16. November 202113. December 2021 Tilman Versch

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

America, Snap Chat
What do successful investments share, Thatcher Martin (Spree Capital)?

What do successful investments share, Thatcher Martin (Spree Capital)?

9. November 202131. January 2022 Tilman Versch

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

Ebay, Spree Capital, Upwork
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller

Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller

21. September 202119. March 2022 Tilman Versch

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

Carvana, CAS Investment Partners, Clifford Sosin
Fred Liu, what are the benefits of sharing secrets as an investor?

Fred Liu, what are the benefits of sharing secrets as an investor?

7. September 202117. October 2021 Tilman Versch

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

Fred Liu, Hayden Capital
What matters in 10 years? Cliff Sosin on culture & information gathering

What matters in 10 years? Cliff Sosin on culture & information gathering

24. August 202115. August 2021 Tilman Versch

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

CAS Investment Partners, Clifford Sosin

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