I had the pleasure to interview Rob Vinall of RV Capital in February 2019. Here you can find the full interview. Below is the transcript. [00:08] Tilman Versch: Hello, Rob. Well,
Category: Investing Styles
How did Worm Capital make 35-45% p.a. since the inception of the fund?
I had the pleasure to interview Eric Markowitz and Dan Crowley of Worm Capital. Here you can find the full interview. Below is the transcript. Introduction [00:00:00] Tilman Versch: Hello,
Per Brilioth at VNV Global – the tech investor you never heard of
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 the podcast. Per Brilioth’s biggest
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
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 builds his portfolio. [00:00:00] Tilman
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
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 can find the video and
Steve Gorelik, what are the best markets in Eastern Europe?
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 in November 2019. In this
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
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 investment. Here you can find
Mark Walker (Tollymore Investment Partners): Why invest in Trupanion
Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Here you can find the transcript of the
This is not in their promotional material! Why it is foolish to invest in Miami
Miami is trending! In the last weeks, I could observe a growing interest in parts of FinTwit in moving to or investing in Miami. The investor-friendly twitter communication of the
Good Investing Links: High-Quality Investing Analysis & 2020 reviews
During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you: High-Quality Investing Analysis IVU Traffic Technologies AG – Stock
