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 Investment Management Company. MITIMCo manages
Network intensely! An interview with Dennis Hong & Fred Liu
Here you can find a transcript of my interview with Dennis Hong & Fred Liu. I already interviewed them in two different interviews. Here you can find the interview with
Good Investing Links: Tech & Quality Company Write-Ups
During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis List – A chat with
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 the video of our conversation:
What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a look at his book “The
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. He is one of the
Dennis Hong: Love of businesses & investing in China
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 conversation: [extoc title=”Table of contents”]
The Twitter stock – a good investment for value investors?!
I love Twitter. I would undoubtedly confirm that I’m addicted to it. I love going over my newsfeed, seeing what all those smart people who I am following have to
Wirecard, Enron and what investors can learn from frauds
Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the most recent happenings already provide
Bolloré: Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value