MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Good Investing Talks

Tilman Versch interviews fund managers and investors from around the world about their strategies and favorite companies.

Mentions11
Episodes5
Latest episode15 Oct 2026
Berkshire Hathaway Inc.What 30 Years With Warren Buffett Taught Me - Gisela Baur Watch · 2:07
+2Watch · 10:54Watch · 15:29
15 Oct 2026
Deere & CompanyWhy do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? Watch · 19:45
+7Watch · 27:14Watch · 19:47Watch · 20:49Watch · 23:43Watch · 25:52Watch · 26:46Watch · 30:31
6 May 2025
Philadelphia and Reading CorporationWhat to learn from Buffett's Early Investments, Brett Gardner?-28 Apr 2025
American Express CompanyWhat to learn from Buffett's Early Investments, Brett Gardner?-28 Apr 2025
The Walt Disney CompanyWhat to learn from Buffett's Early Investments, Brett Gardner?-28 Apr 2025
Nintendo Co., Ltd.Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor? Watch video21 Apr 2025
Redishred Capital Corp.Why do you like Cardlytics stock, Alejandro Yela of The Hermit?-17 Apr 2025
Daqo New Energy Corp.Why do you like Cardlytics stock, Alejandro Yela of The Hermit?-17 Apr 2025
Cardlytics, Inc.Why do you like Cardlytics stock, Alejandro Yela of The Hermit? Watch · 23:0017 Apr 2025
Alquiber Quality, S.A.Why do you like Cardlytics stock, Alejandro Yela of The Hermit?-17 Apr 2025
Century Casinos, Inc.Why do you like Cardlytics stock, Alejandro Yela of The Hermit?-17 Apr 2025