With Andreas Aaen of Symmetry A/S I was happy to discuss his approach and the world of small founder-led companies. We discussed Kambi, Naked Wines, and Where Food Comes From.
Author: Tilman Versch
Tilman Versch founded Good Investing and a very enthusiastic, long-term investor. Over the last few years, he has taught himself important investing concepts and shared his learning journey publicly. He tries to combine a positive societal and ecological impact with his investments.
How did Turtle Creek return 20% returns annually over 21 years?
This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle Creek Asset Management presented a
Chris Mayer, how to hunt 100 baggers?
Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them” which is an interesting read
Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning are real experts on Nintendo. In our follow-up conversation, we have made an update on the stock of this Japanese company. Introduction to Ryan O’Connor
How investing global, Pavel Begun of 3G Capital Management?
Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
The art of interviewing with In Practise (Will Barnes & Will Oliver)
Interviewing is hard. Interviewing is an art. In this discussion with Will Barnes and Will Oliver of In Practise, we have discussed the art of interviewing. Check out In Practise
Robert Vinall, what makes a good investment process?
Here you can enjoy our conversation with Rob Vinall of RV Capital. We have discussed the ingridients of a good invesstment process. This transcript is part of a series of
What qualities do endowments look for in emerging managers?
Here you can enjoy the transcript of a conversation about emerging managers and allocators between Rob Vinall and three allocators. This transcript is part of a series of transcripts of
Robert Vinall, what is currently your biggest challenge?
Robert Vinall of RV Capital gave this Q&A in 2022. Introduction to the Q&A with Robert Vinall [00:00:10] Robert Vinall: This is the part of the meeting where you guys