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What did Rob Vinall learn from his closest friend Andreas Lechner?
Investing Conferences Investing Events Investment philosophy

What did Rob Vinall learn from his closest friend Andreas Lechner?

2. April 20212. April 202142 min read Tilman Versch

Andreas Lechner is a close friend of Rob Vinall. In this conversation he outlines his investing style in an exchange with Rob during the RV

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Facebook, Rob Vinall, RV CapitalLeave a Comment on What did Rob Vinall learn from his closest friend Andreas Lechner?
Per Brilioth at VNV Global – the tech investor you never heard of
African Investing Asian Investing Companies & Individiual stocks European Investing Founders & Business Man Growth Investing Investment philosophy

Per Brilioth at VNV Global – the tech investor you never heard of

25. March 202125. March 202154 min read Tilman Versch

The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview as well as

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Climate Investing, Emerging Markets, Nordics, Vostok New VenturesLeave a Comment on Per Brilioth at VNV Global – the tech investor you never heard of
The value in saying “No”
Investment philosophy

The value in saying “No”

23. March 202123. March 20213 min read Daniel Gehlen

Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much

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Leave a Comment on The value in saying “No”
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
American Investing Companies & Individiual stocks Founders & Business Man Value Investing

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

13. March 202113. March 202179 min read Tilman Versch

Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom

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Insurances, MarkelLeave a Comment on Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Asian Investing Companies & Individiual stocks Growth Investing Value Investing

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?

23. February 20211. March 2021102 min read Tilman Versch

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

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Japan, NintendoLeave a Comment on Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Rudi van Niekerk, why are you digging for investing diamonds in SA?
African Investing Companies & Individiual stocks Investment philosophy

Rudi van Niekerk, why are you digging for investing diamonds in SA?

21. February 202126. February 202166 min read Tilman Versch

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

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Capitec, Cartrack, Desert Lion Capital, Naspers, PSG Group, South AfricaLeave a Comment on Rudi van Niekerk, why are you digging for investing diamonds in SA?
Steve Gorelik, what are the best allocators & markets in Eastern Europe?
American Investing Companies & Individiual stocks European Investing Investment philosophy Value Investing

Steve Gorelik, what are the best allocators & markets in Eastern Europe?

17. February 202118. February 202139 min read Tilman Versch

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

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Firebird Management, Georgia, Georgia Capital, RomaniaLeave a Comment on Steve Gorelik, what are the best allocators & markets in Eastern Europe?
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
Asian Investing European Investing Growth Investing Value Investing

How to compound in the Nordics, Daniel Glaser of River Oak Capital?

14. February 202115. March 202166 min read Tilman Versch

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

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Nordics, River Oak Capital, SwedenLeave a Comment on How to compound in the Nordics, Daniel Glaser of River Oak Capital?
What does scale mean for Naked Wines? A talk with CEO Nick Devlin
American Investing Companies & Individiual stocks European Investing

What does scale mean for Naked Wines? A talk with CEO Nick Devlin

13. February 202122. February 202152 min read Tilman Versch

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

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Naked Wines, Subcription businessesLeave a Comment on What does scale mean for Naked Wines? A talk with CEO Nick Devlin
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
American Investing Companies & Individiual stocks European Investing Founders & Business Man

Rowan Gormley, is Naked Wines a mousetrap for the wine market?

31. January 202113. February 202153 min read Tilman Versch

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

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Naked Wines, Subcription businessesLeave a Comment on Rowan Gormley, is Naked Wines a mousetrap for the wine market?

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Recent Posts

  • What did Rob Vinall learn from his closest friend Andreas Lechner?
  • Per Brilioth at VNV Global – the tech investor you never heard of
  • The value in saying “No”

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Tom Gayner, how do you build your portfolio? A talk with the Co-CEO
Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?

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