Karsten Schlageter – How are you building the energy future at ABO Wind?
Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can find the video of our
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about shorting and
Fred Liu, what are the benefits of sharing secrets as an investor?
In July 2021, I did an interview with Fred Liu of Hayden Capital. You can find all content with Fred here. Introduction [00:00:00] Tilman Versch: Fred, it’s great to have you
Do you want to start an investment business? Watch Guy Spier’s advice
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
What matters in 10 years? Cliff Sosin on culture & information gathering
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about Cliff’s investment
Dennis Hong, how did you build ShawSpring Partners?
In July 2021, I did an interview with Dennis Hong of ShawSpring Partners. You can find all content with Dennis here. Introduction [00:00:00] Tilman Versch: Hello Dennis! It’s great to
Guy Spier, what has a bar to do with finding investment ideas?
I October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and
How to generate ideas? A talk with outperforming Value Investor Cliff Sosin
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about idea generation
How much Fred Liu is in Hayden Capital? A talk with the investor
I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
