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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?
We give you our Berkshire Hathaway Shareholders’ Meeting photos
American Investing Annual Meetings Investing Events

We give you our Berkshire Hathaway Shareholders’ Meeting photos

2. May 202014. March 20211 min read Tilman Versch

Starting today, we are making our Berkshire Hathaway Shareholders’ Meeting photos available to you under the Creative Commons License (CC BY 4.0). Under this license,

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Berkshire HathawayLeave a Comment on We give you our Berkshire Hathaway Shareholders’ Meeting photos
How is the Berkshire Hathaway Shareholders Meeting without Corona?
American Investing Annual Meetings

How is the Berkshire Hathaway Shareholders Meeting without Corona?

1. May 202027. October 20204 min read Tilman Versch

This year everything is different – even in Omaha. Because the Berkshire Hathaway Shareholders Meeting 2020 (via the link you get all important information) will

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Berkshire HathawayLeave a Comment on How is the Berkshire Hathaway Shareholders Meeting without Corona?
Why are Alphabet and Facebook Online Advertising Powerhouses?
American Investing

Why are Alphabet and Facebook Online Advertising Powerhouses?

26. February 20208 min read Tilman Versch

Two of the most dominant advertising companies both in Europe and here in the US are Alphabet and Facebook. Both companies generate a significant amount

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Internet EconomyLeave a Comment on Why are Alphabet and Facebook Online Advertising Powerhouses?
What did I learn at the RV Capital Meeting in Engelberg?
European Investing Growth Investing Value Investing

What did I learn at the RV Capital Meeting in Engelberg?

26. January 202011. October 20203 min read Tilman Versch

From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported

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Rob Vinall, RV CapitalLeave a Comment on What did I learn at the RV Capital Meeting in Engelberg?
Michael Maboussin – Director of Research, BlueMountain Capital
American Investing

Michael Maboussin – Director of Research, BlueMountain Capital

24. December 201927. October 20201 min read Tilman Versch

Prior to joining BlueMountain, Michael Maboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael

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Project Punch Card ConferenceLeave a Comment on Michael Maboussin – Director of Research, BlueMountain Capital
American Investing Investing Conferences Investing Events

James "Jamie" Dinan interviewed by Oliver Michael Weinberg

23. December 20192. October 20204 min read Tilman Versch

James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm

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Project Punch Card ConferenceLeave a Comment on James "Jamie" Dinan interviewed by Oliver Michael Weinberg

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