Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Tilman Versch 00:05
Category: Value Investing
Good Investing Links: High-Quality Investing Analysis & 2020 reviews
During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you: High-Quality Investing Analysis IVU
Andrew Rosenblum, are one or two good investments per year enough?
Here you can find a transcript of my interview with Andrew Rosenblum of Bonsai Partners. This episode of Good Investing Talks is supported by MIT
Network intensely! An interview with Dennis Hong & Fred Liu
Here you can find a transcript of my interview with Dennis Hong and Fred Liu. I already interviewed them in two different interviews. Here you
Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
Here you can find the transcript of the live stream we had with Fred Liu of Hayden Capital (Homepage) on 03 June 2020. This is
Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
In mid-November 2019 I had the wonderful opportunity to attend a lecture by Jeremy Grantham in Frankfurt. Jeremy Grantham stands for the G in GMO.
Dennis Hong: Love of businesses, competition in China & dogs in investing
This post is a transcript of the conversation I had with Dennis Hong of ShawSpring Partners. Here you can enjoy the video of the full
What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported
Value Investing & Gold – How does that fit? An interview with Caesar Bryan
Value Investing und Gold – das ist eine Kombination, das man selten gemeinsam antrifft. Von Warren Buffett soll sogar dieses Zitat stammen: “Gold wird aus
How did Clifford Sosin achieve over 30%+% return over several years?
Clifford Sosin – also known as Cliff Sosin – from CAS Investment Partners was a very different and at the same time very exciting partner
