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Category: European 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.

Robert Vinall, what makes a good investment process?

Robert Vinall, what makes a good investment process?

25. March 202221. March 2022 Tilman Versch

Here you can enjoy our conversation with Rob Vinall of RV Capital. We have discussed the ingridients of a good invesstment process. This transcript is part of a series of

Rob Vinall, RV Capital
Robert Vinall, what is currently my biggest challenge? A Q&A

Robert Vinall, what is currently my biggest challenge? A Q&A

21. March 202221. March 2022 Tilman Versch

Here you can enjoy the transcript of a Q&A with Rob Vinall of RV Capital. It gives you insights into Rob’s investment approach. This transcript is part of a series

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
How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

1. February 20221. February 2022 Tilman Versch

Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the

GBC Value
Philipp Haas, on building a fund with good performance & social media

Philipp Haas, on building a fund with good performance & social media

26. January 202229. January 2022 Tilman Versch

Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund

GARP, Wikifolio
Karsten Schlageter – How are you building the energy future at ABO Wind?

Karsten Schlageter – How are you building the energy future at ABO Wind?

19. October 20211. November 2021 Tilman Versch

Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can find the video of our

ABO Wind, Renewables
Guy Spier, what has a bar to do with finding investment ideas?

Guy Spier, what has a bar to do with finding investment ideas?

10. August 202110. August 2021 Tilman Versch

I October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and

Aquamarine Capital, Guy Spier
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?

How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?

20. July 202126. July 2021 Tilman Versch

At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the

Aquamarine Capital, Guy Spier
Felix Gode, how did you compound with 15%+ in DACH?

Felix Gode, how did you compound with 15%+ in DACH?

8. July 20219. July 2021 Tilman Versch

I had the pleasure to interview Felix Gode of Alpha Star Funds. Here you can find the full video of the interview and the transcript. This conversation is also available

Austria, Germany, Switzerland

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