During RV Capital’s Annual Meeting 2022 Rob Vinall hosts a traditional allocator panel. Patrick Maurenbrecher, Claudine Innes and James Ferguson joined to answer the questions of the guests. They have
Category: Asian Investing
Dennis Hong, how does ShawSpring Partners define ecosystem control?
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
How does Creditas contribute to VEF’s success, Dave Nangle?
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning are real experts on Nintendo. In our follow-up conversation, we have made an update on the stock of this Japanese company. Check out Interactive Brokers
How investing global, Pavel Begun of 3G Capital Management?
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.
Compounding in South Korea with Chan H. Lee & Albert H. Yong (Petra Capital Management)?
South Korea is an interesting country to invest in. With the experts of Petra Capital Management (Website) Chan H. Lee and Albert H. Yong, I had the chance to do
How to invest in India, Gokul Ray P.?
Gokul Raj P. is a very good global investor. He was very recently rated No: 1 in the ‘All-Time’ list of analysts tracked by SumZero, Inc. I had the pleasure
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
Dennis Hong, how did you build ShawSpring Partners?
In July 2021, I did an interview with Dennis Hong of ShawSpring Partners. You can find all content with Dennis here. Introduction [00:00:00] Tilman Versch: Hello Dennis! It’s great to
How much Fred Liu is in Hayden Capital? A talk with the investor
I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on