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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 202025. October 202082 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
Good Investing Links: Tech & Quality Company Write-Ups
Companies & Individiual stocks Regions

Good Investing Links: Tech & Quality Company Write-Ups

18. October 20205. January 20212 min read Tilman Versch

During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis

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Amazon, IAC, Sea Limited, Techstocks, Vostok New VenturesLeave a Comment on Good Investing Links: Tech & Quality Company Write-Ups
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
What did I learn from Guy Spier (Aquamarine Capital)?
European Investing Investing Books Investment philosophy Regions

What did I learn from Guy Spier (Aquamarine Capital)?

11. October 202024. October 20205 min read Tilman Versch

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

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Aquamarine Capital, Guy Spier, Switzerland1 Comment on What did I learn from Guy Spier (Aquamarine Capital)?
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?
Dennis Hong: Love of businesses, competition in China & dogs in investing
American Investing Growth Investing Value Investing

Dennis Hong: Love of businesses, competition in China & dogs in investing

27. July 202013. February 202179 min read Tilman Versch

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

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Amazon, Carvana, Internet Economy, Sea Limited, ShawSpring Partners, Tencent4 Comments on Dennis Hong: Love of businesses, competition in China & dogs in investing
The Twitter stock – a good investment for value investors?!
Companies & Individiual stocks

The Twitter stock – a good investment for value investors?!

22. July 202027. October 202010 min read Moritz Walz

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

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twitterLeave a Comment on The Twitter stock – a good investment for value investors?!
Wirecard, Enron and what investors can learn from fraudulent businesses
Companies & Individiual stocks European Investing Investment philosophy

Wirecard, Enron and what investors can learn from fraudulent businesses

3. July 20204. October 20207 min read Moritz Walz

Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the

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FraudsLeave a Comment on Wirecard, Enron and what investors can learn from fraudulent businesses
Bolloré: Investing in Music Streaming & African Growth at the same time?
African Investing Companies & Individiual stocks European Investing Founders & Business Man

Bolloré: Investing in Music Streaming & African Growth at the same time?

2. July 202018. November 202016 min read Matthias Paschetag

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

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France, Holdings6 Comments on Bolloré: Investing in Music Streaming & African Growth at the same time?

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