Good Investing Links: Concepts, Housing and China
Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall
Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
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
This is not in their promotional material! Why it is foolish to invest in Miami
Miami is trending! In the last weeks, I could observe a growing interest in parts of FinTwit in moving to or investing in Miami. The
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
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
Fred Liu (Hayden Capital) on Carvana, Sea Limited and more
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
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
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.
