Karsten Schlageter, why is ABO Wind becoming ABO Energy?
Karsten Schlageter and ABO Wind are back! Two years after our initial ABO Energy interview in 2021, I am pleased to welcome CEO Karsten Schlageter…
Author: Tilman Versch
Tilman Versch is the founder of Good Investing, a value investing media platform and community based in Berlin. He has attended the Berkshire Hathaway Annual Meeting every year since 2019 and became an independent expert. He hosts the Good Investing Talks podcast.
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Why do you own so much HomeToGo stock, Steffen Schneider?
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company….
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Marco Pescarmona, are you Italy’s best capital allocator?
Two years after our first interview (Is Gruppo Mutui Online the best Itali… ), it was great to have Marco Pescarmona of Gruppo Mutui Online…
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Can HomeToGo as a SaaS offer, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following topics:…
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What are VNV Global’s chances in 2024, Per Brilioth?
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances….
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Investing in Africa and other Emerging Markets, Axel Krohne?
Axel Krohne is the head of Krohne Capital. There he is managing a fund with a focus on emerging markets. We have done their interviews…
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Matthew Brown, why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. We have discussed…
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Shaurya Gupta, are you the youngest quality manager?
I had the pleasure of interviewing Shaurya Gupta of Gupta Partnership. Shaurya started his partnership 5 years ago, at the age of 21. He is…
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How have you built Tsai Capital, Christopher Tsai?
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his…
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Joshua Collinsworth, what are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach…
