Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
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
Rudi van Niekerk, why are you digging for investing diamonds in SA?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
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
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
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
What does scale mean for Naked Wines? A talk with CEO Nick Devlin
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. Here you
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below
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
