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Category: Value Investing

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
American Investing Companies & Individiual stocks Founders & Business Man Value Investing

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

13. March 202113. March 202179 min read Tilman Versch

Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom

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Insurances, MarkelLeave a Comment on Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Asian Investing Companies & Individiual stocks Growth Investing Value Investing

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?

23. February 20211. March 2021102 min read Tilman Versch

With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you

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Japan, NintendoLeave a Comment on Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
American Investing Companies & Individiual stocks European Investing Investment philosophy Value Investing

Steve Gorelik, what are the best allocators & markets in Eastern Europe?

17. February 202118. February 202139 min read Tilman Versch

Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik

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Firebird Management, Georgia, Georgia Capital, RomaniaLeave a Comment on Steve Gorelik, what are the best allocators & markets in Eastern Europe?
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
Asian Investing European Investing Growth Investing Value Investing

How to compound in the Nordics, Daniel Glaser of River Oak Capital?

14. February 202115. March 202166 min read Tilman Versch

With Daniel Glaser, the man behind River Oak Capital, I had the pleasure to discuss his way into investing and the learnings of a quality

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Nordics, River Oak Capital, SwedenLeave a Comment on How to compound in the Nordics, Daniel Glaser of River Oak Capital?
Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
American Investing European Investing Growth Investing Regions Value Investing

Mark Walker (Tollymore Investment Partners): Why invest in Trupanion

23. January 202124. January 202150 min read Tilman Versch

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

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Gym Group, TrupanionLeave a Comment on Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
Good Investing Links: High-Quality Investing Analysis & 2020 reviews
Companies & Individiual stocks Growth Investing Investing Styles Value Investing

Good Investing Links: High-Quality Investing Analysis & 2020 reviews

2. January 20212. January 20211 min read Tilman Versch

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

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Leave a Comment on Good Investing Links: High-Quality Investing Analysis & 2020 reviews
Andrew Rosenblum, are one or two good investments per year enough?
American Investing Companies & Individiual stocks Growth Investing Value Investing

Andrew Rosenblum, are one or two good investments per year enough?

16. December 202014. February 202177 min read Tilman Versch

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

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Etsy, RedbubbleLeave a Comment on Andrew Rosenblum, are one or two good investments per year enough?
Network intensely! An interview with Dennis Hong & Fred Liu
American Investing Asian Investing Growth Investing Investing Styles Regions Value Investing

Network intensely! An interview with Dennis Hong & Fred Liu

24. October 202011. March 202182 min read Tilman Versch

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

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Carvana, Hayden Capital, Mercari, Sea Limited, ShawSpring Partners, South East Asia, SquareLeave a Comment on Network intensely! An interview with Dennis Hong & Fred Liu
Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
American Investing Asian Investing Growth Investing Regions Value Investing

Fred Liu (Hayden Capital) on Carvana, Sea Limited and more

15. October 202015. October 202051 min read Tilman Versch

Our interview This article is the transcript of the livestream I had with Fred Liu of Hayden Capital (Homepage) on 03 June 2020. Here you

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Carvana, Hayden Capital, JD.com, Sea Limited, South East AsiaLeave a Comment on Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?
American Investing Impact Investors Value Investing

Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?

28. July 202027. October 20208 min read Tilman Versch

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.

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Climate Crisis, Climate Investing, Impact InvestingLeave a Comment on Do Jeremy Grantham, Bill Gates & VW have a Tesla killer in common?

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