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.

Mentions13
Episodes5
Latest episode6 May 2025
Uber Technologies, Inc.Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? Watch · 14:546 May 2025
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
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
Carvana Co.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
The Progressive CorporationWhat to learn from Buffett & Munger Unscripted, Alex Morris?-31 Mar 2025
The Coca-Cola CompanyWhat to learn from Buffett & Munger Unscripted, Alex Morris?-31 Mar 2025
Berkshire Hathaway Inc.What to learn from Buffett & Munger Unscripted, Alex Morris? Watch · 1:07
+1Watch · 11:15
31 Mar 2025