Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the
Category: Investing Styles
Philipp Haas, on building a fund with good performance & social media
Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund
Compounding in South Korea with Chan H. Lee & Albert H. Yong (Petra Capital Management)?
South Korea is an interesting country to invest in. With the experts of Petra Capital Management (Website) Chan H. Lee and Albert H. Yong, I had the chance to do
From China to Elephants & Snapchat: Rom Wilson (ACM Capital Management) on building an investment firm
Rom Wilson of ACM Capital Management has a very interesting investing journey. He learned to invest in China before starting a global developed market-focused fund. Here we discussed his firm
What do successful investments share, Thatcher Martin (Spree Capital)?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can also enjoy the second part of our conversation
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
