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 idea generation
Category: Regions
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
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
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
Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?
I had the pleasure to interview Edward Chang of Pledge Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
Felix Gode, how did you compound with 15%+ in DACH?
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
David Nangle, will Creditas be a ten-bagger for VEF?
I had the pleasure to interview David Nangle of VEF. Here you can find the full video of the interview and the transcript. This conversation is also available on the
Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?
We had the pleasure to interview Andrew Brenton of Turtle Creek Asset Management in November 2019. Here you can find the full video and the transcript of our conversation. Tilman
How to evaluate good management, Rob Vinall (RV Capital)?
I had the pleasure to interview Rob Vinall of RV Capital in February 2019. Here you can find the full interview. Below is the transcript. [00:08] Tilman Versch: Hello, Rob. Well,
Greggory Warren, how is Berkshire Hathaway’s culture?
This video on Berkshire Hathaway was recorded in November 2019 but it isn’t outdated – as well as this transcript. It gives you a lot of insights about Berkshire Hathaway,
How did Worm Capital make 35-45% p.a. since the inception of the fund?
I had the pleasure to interview Eric Markowitz and Dan Crowley of Worm Capital. Here you can find the full interview. Below is the transcript. Introduction [00:00:00] Tilman Versch: Hello,
