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 Cliff’s investment
Category: Investing Styles
Dennis Hong, how did you build ShawSpring Partners?
In July 2021, I did an interview with Dennis Hong of ShawSpring Partners. You can find all content with Dennis here. Introduction [00:00:00] Tilman Versch: Hello Dennis! It’s great to
Guy Spier, what has a bar to do with finding investment ideas?
On October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and
How to generate ideas? A talk with outperforming Value Investor Cliff Sosin
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 idea generation
How much Fred Liu is in Hayden Capital? A talk with the investor
I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
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
Edward Chang, how did you compound with 30%+ p.a. at Pledge Capital?
I had the pleasure to interview Edward Chang of Pledge Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
Felix Gode, how did you compound with 15%+ in DACH?
I had the pleasure to interview Felix Gode of Alpha Star Funds. Here you can find the full video of the interview and the transcript. This conversation is also available
David Nangle, will Creditas be a ten-bagger for VEF?
I had the pleasure to interview David Nangle of VEF. Here you can find the full video of the interview and the transcript. This conversation is also available on the
Andrew Brenton, how did you return 20+% p.a. in US & Canadian stocks?
We had the pleasure to interview Andrew Brenton of Turtle Creek Asset Management in November 2019. Here you can find the full video and the transcript of our conversation. Tilman
