A thread
1/
It is hard to find the right words when looking back at 2020. So, I just drop the right videos πΊ.
The first πwas the IVIC presentation of Greggory Warren on $BRK.B. He took a deep dive into the company and why it is worth owning it:
ππ»
1/
It is hard to find the right words when looking back at 2020. So, I just drop the right videos πΊ.
The first πwas the IVIC presentation of Greggory Warren on $BRK.B. He took a deep dive into the company and why it is worth owning it:
ππ»
2/
Rob Vinall hired me to help streaming his Annual Meeting. This resulted in some great videos.
The biggest π§¨was Rob's talk with Andreas Lechner. Both were incredibly funny. Andreas is such a killer investor. You should really watch it!
ππ»
Rob Vinall hired me to help streaming his Annual Meeting. This resulted in some great videos.
The biggest π§¨was Rob's talk with Andreas Lechner. Both were incredibly funny. Andreas is such a killer investor. You should really watch it!
ππ»
3/
I had the pleasure to meet Andrew Brenton in Luxembourg. He is still underfollowed. His firm Turtle π’Creek compounded over 20% during the last 21 years!
He shared some great insights on moats and active trading.
Get to know him here: youtube.com/playlist?list=β¦
I had the pleasure to meet Andrew Brenton in Luxembourg. He is still underfollowed. His firm Turtle π’Creek compounded over 20% during the last 21 years!
He shared some great insights on moats and active trading.
Get to know him here: youtube.com/playlist?list=β¦
4/
Where I met Andrew, I have also met @stevegorelik. He is really an expert in the nice of investing in Eastern Europe πͺπΊ.
What are the best capital allocators there? What to avoid?
Steve nails it here: youtube.com/playlist?list=β¦
Where I met Andrew, I have also met @stevegorelik. He is really an expert in the nice of investing in Eastern Europe πͺπΊ.
What are the best capital allocators there? What to avoid?
Steve nails it here: youtube.com/playlist?list=β¦
5/
Everybody is hunting for them today - and he wrote to the hunter's guide: Mr 100 bagger @chriswmayer.
It was a pleasure to chat with him about 100 bagger and even more interesting topics.
Enjoy it here:
Everybody is hunting for them today - and he wrote to the hunter's guide: Mr 100 bagger @chriswmayer.
It was a pleasure to chat with him about 100 bagger and even more interesting topics.
Enjoy it here:
6/
This video was truly the greatest surprise - my chat with @DennisHong17.
I still remember our messages: "Wow, did really 3000 people watch this video?" π "This is sooo crazy!" π
Now it is close to 11k viewers - and more are always welcome: good-investing.net/2020/07/27/denβ¦
This video was truly the greatest surprise - my chat with @DennisHong17.
I still remember our messages: "Wow, did really 3000 people watch this video?" π "This is sooo crazy!" π
Now it is close to 11k viewers - and more are always welcome: good-investing.net/2020/07/27/denβ¦
7/
@DennisHong17 has a good friend to write S-curves with: @HaydenCapital.
It was an honor talking with him about Sea Limited, JD.com, Carvana and more.
You can enjoy the video and transcript here: good-investing.net/2020/10/15/freβ¦
@DennisHong17 has a good friend to write S-curves with: @HaydenCapital.
It was an honor talking with him about Sea Limited, JD.com, Carvana and more.
You can enjoy the video and transcript here: good-investing.net/2020/10/15/freβ¦
8/
Inviting two thoughtful investors for an interview is even more fun than just inviting one.
So, it was great to host a Q&A with @DennisHong17 and @HaydenCapital and ask them your questions.
You want to know what role these two nice pillows play? ππ»good-investing.net/2020/10/24/denβ¦
Inviting two thoughtful investors for an interview is even more fun than just inviting one.
So, it was great to host a Q&A with @DennisHong17 and @HaydenCapital and ask them your questions.
You want to know what role these two nice pillows play? ππ»good-investing.net/2020/10/24/denβ¦
9/
Giving good people a platform is what I do with pleasure. The talk with Mark Walker ( ππ») and @Symmetry_Invest (ππ») fall exactly in this category.
It was a pleasure to talk about $WINE or the Gym Group.
Giving good people a platform is what I do with pleasure. The talk with Mark Walker ( ππ») and @Symmetry_Invest (ππ») fall exactly in this category.
It was a pleasure to talk about $WINE or the Gym Group.
10/
Another good guy is @Anrosenblum.
He is riding bubbles - but only red ones π.
Fun aside, his carefully writing letters and his concentrated investment style made me want to interview him and also discuss $RBL.
Here you can find the result: good-investing.net/2020/12/16/andβ¦
Another good guy is @Anrosenblum.
He is riding bubbles - but only red ones π.
Fun aside, his carefully writing letters and his concentrated investment style made me want to interview him and also discuss $RBL.
Here you can find the result: good-investing.net/2020/12/16/andβ¦
11/
Finally, I started to do interviews with good companies.
That one of these German interviews gets related to a bigger short π, is one thing I never dreamed of.
It was a tremendous chance to learn about shorting and how markets react in panic.
valuedach.de/2020/07/22/wolβ¦
Finally, I started to do interviews with good companies.
That one of these German interviews gets related to a bigger short π, is one thing I never dreamed of.
It was a tremendous chance to learn about shorting and how markets react in panic.
valuedach.de/2020/07/22/wolβ¦
12/
A short side note here: If you want to translate this German transcript, you can easily do it with tools like deepl.com.
I am still quite puzzled, that the short seller did not do that. But what do I know about diligent research π€·π»ββοΈ
A short side note here: If you want to translate this German transcript, you can easily do it with tools like deepl.com.
I am still quite puzzled, that the short seller did not do that. But what do I know about diligent research π€·π»ββοΈ
13/
Last, but not least - I had also the chance to talk to Rowan Gormley, the former CEO of $WINE.
It was great learning about (flaws of) the wine industry and how Naked Wines tries to disrupt it.
Here you can find the interview:
Last, but not least - I had also the chance to talk to Rowan Gormley, the former CEO of $WINE.
It was great learning about (flaws of) the wine industry and how Naked Wines tries to disrupt it.
Here you can find the interview:
14/
This was part of my 2020. What about your 2020? π
Looking forward to 2021 I am already planning more interviews with good investors and good companies.
Feel free to let me know, who you find interesting to interview. I am always open to ideas π‘
Thank you! ππ»π
This was part of my 2020. What about your 2020? π
Looking forward to 2021 I am already planning more interviews with good investors and good companies.
Feel free to let me know, who you find interesting to interview. I am always open to ideas π‘
Thank you! ππ»π
Ahhhhh... and finally a loud shout-out to the guys of MITIMCo!
If you are planning to start a fund, reach out to them.
@joelmcohen is their "twitter runner".
Nate, who crushes every kindness scala, gives more light to what they are looking for ππ»
If you are planning to start a fund, reach out to them.
@joelmcohen is their "twitter runner".
Nate, who crushes every kindness scala, gives more light to what they are looking for ππ»
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