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
Category: Growth Investing
Philipp Haas, on building a fund with good performance & social media
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
What do successful investments share, Thatcher Martin (Spree Capital)?
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
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can also enjoy the second part of our conversation
Karsten Schlageter – How are you building the energy future at ABO Wind?
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
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
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
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
What matters in 10 years? Cliff Sosin on culture & information gathering
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
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 to generate ideas? A talk with outperforming Value Investor Cliff Sosin
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
