Tilman Versch | Good Investing
@good-investing.bsky.social
I support passionate investors in their growth 🚀
👉🏻 Discover my community http://good-investing.net/plus
👉🏻 Discover my community http://good-investing.net/plus
Are you having a hard time to keep up with all your 5+ inboxes? 💌✉️📧📬
The @beeper.com app can be the solution!
Beeper does one simple thing: It aggregates all your inboxes & chats in just one inbox.
The @beeper.com app can be the solution!
Beeper does one simple thing: It aggregates all your inboxes & chats in just one inbox.
December 1, 2025 at 1:28 PM
Are you having a hard time to keep up with all your 5+ inboxes? 💌✉️📧📬
The @beeper.com app can be the solution!
Beeper does one simple thing: It aggregates all your inboxes & chats in just one inbox.
The @beeper.com app can be the solution!
Beeper does one simple thing: It aggregates all your inboxes & chats in just one inbox.
Interested in discovering Europe by train? 🚆
Interrail & Eurail offer a juicy 25% on their Global passes until 01 December 🤑.
They offer you a chance to ride most trains in Europe for a flat fee. Sometimes an extra reservation is needed.
Interrail & Eurail offer a juicy 25% on their Global passes until 01 December 🤑.
They offer you a chance to ride most trains in Europe for a flat fee. Sometimes an extra reservation is needed.
November 29, 2025 at 10:36 AM
Interested in discovering Europe by train? 🚆
Interrail & Eurail offer a juicy 25% on their Global passes until 01 December 🤑.
They offer you a chance to ride most trains in Europe for a flat fee. Sometimes an extra reservation is needed.
Interrail & Eurail offer a juicy 25% on their Global passes until 01 December 🤑.
They offer you a chance to ride most trains in Europe for a flat fee. Sometimes an extra reservation is needed.
What did I miss the most from Berlin after 5 weeks of travelling?
A fresh German Döner! 🥙
There are many things that taste better when travelling.
But nothing comes close the quality of Berlin-made Döner.
Many stores bake their bread fresh nearly every day.
A fresh German Döner! 🥙
There are many things that taste better when travelling.
But nothing comes close the quality of Berlin-made Döner.
Many stores bake their bread fresh nearly every day.
November 28, 2025 at 2:23 PM
What did I miss the most from Berlin after 5 weeks of travelling?
A fresh German Döner! 🥙
There are many things that taste better when travelling.
But nothing comes close the quality of Berlin-made Döner.
Many stores bake their bread fresh nearly every day.
A fresh German Döner! 🥙
There are many things that taste better when travelling.
But nothing comes close the quality of Berlin-made Döner.
Many stores bake their bread fresh nearly every day.
Three impressive & insightful days at the "class reunion" for equity investors are over 😊.
It was great to meet many of my Plus community members & follow-up with other friends in Frankfurt at #eigenkapitalforum.
It was great to meet many of my Plus community members & follow-up with other friends in Frankfurt at #eigenkapitalforum.
November 26, 2025 at 4:06 PM
Three impressive & insightful days at the "class reunion" for equity investors are over 😊.
It was great to meet many of my Plus community members & follow-up with other friends in Frankfurt at #eigenkapitalforum.
It was great to meet many of my Plus community members & follow-up with other friends in Frankfurt at #eigenkapitalforum.
What a great start to the #eigenkapitalforum! 😃
Please make sure to say hi if you are at #ekf2025 #ekf25 in Frankfurt, too! 👋🏻
Please make sure to say hi if you are at #ekf2025 #ekf25 in Frankfurt, too! 👋🏻
November 23, 2025 at 9:27 PM
What a great start to the #eigenkapitalforum! 😃
Please make sure to say hi if you are at #ekf2025 #ekf25 in Frankfurt, too! 👋🏻
Please make sure to say hi if you are at #ekf2025 #ekf25 in Frankfurt, too! 👋🏻
Greetings from summery Dallas! 😃
It is great fun to connect here with many of my community members & make several friends during the Southwest Ideas Conference of Three Part Advisors!
Really looking forward to day 2 tomorrow! 😊
It is great fun to connect here with many of my community members & make several friends during the Southwest Ideas Conference of Three Part Advisors!
Really looking forward to day 2 tomorrow! 😊
November 20, 2025 at 3:07 AM
Greetings from summery Dallas! 😃
It is great fun to connect here with many of my community members & make several friends during the Southwest Ideas Conference of Three Part Advisors!
Really looking forward to day 2 tomorrow! 😊
It is great fun to connect here with many of my community members & make several friends during the Southwest Ideas Conference of Three Part Advisors!
Really looking forward to day 2 tomorrow! 😊
Cats can kill! 🙀
But not my Plus community events this November! 😅
Today, I had my first cat interruption during a Plus community live event.
My new cat comrade Sasha decided to bring a dead bird home. And started ripping it apart during my community livestream.
But not my Plus community events this November! 😅
Today, I had my first cat interruption during a Plus community live event.
My new cat comrade Sasha decided to bring a dead bird home. And started ripping it apart during my community livestream.
November 11, 2025 at 8:04 PM
Cats can kill! 🙀
But not my Plus community events this November! 😅
Today, I had my first cat interruption during a Plus community live event.
My new cat comrade Sasha decided to bring a dead bird home. And started ripping it apart during my community livestream.
But not my Plus community events this November! 😅
Today, I had my first cat interruption during a Plus community live event.
My new cat comrade Sasha decided to bring a dead bird home. And started ripping it apart during my community livestream.
❗️Breaking news from Omaha❗️
Warren Buffett announcing a new yearly letter format & that he will still be activly engaging with shareholders.
Warren Buffett announcing a new yearly letter format & that he will still be activly engaging with shareholders.
November 10, 2025 at 10:47 PM
❗️Breaking news from Omaha❗️
Warren Buffett announcing a new yearly letter format & that he will still be activly engaging with shareholders.
Warren Buffett announcing a new yearly letter format & that he will still be activly engaging with shareholders.
📚 Weekend book recommendation 📚
Do you look for a great book to get up to speed on AI & Investing?
Eshan Eshani has written with “How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor” a great and easy to digest book on this topic.
Do you look for a great book to get up to speed on AI & Investing?
Eshan Eshani has written with “How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor” a great and easy to digest book on this topic.
November 7, 2025 at 7:30 AM
📚 Weekend book recommendation 📚
Do you look for a great book to get up to speed on AI & Investing?
Eshan Eshani has written with “How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor” a great and easy to digest book on this topic.
Do you look for a great book to get up to speed on AI & Investing?
Eshan Eshani has written with “How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor” a great and easy to digest book on this topic.
How hard is it to find good & healthy food in Omaha? 🥗
Are you really ending up in a food desert with 🍔 & 🍟 only?
Warren Buffett nurtured the image that Omaha folks just eat burger, fries, See's Candy and Dairy Queen ice cream.
On top, they just drink Coke all day.
But that is wrong!
Are you really ending up in a food desert with 🍔 & 🍟 only?
Warren Buffett nurtured the image that Omaha folks just eat burger, fries, See's Candy and Dairy Queen ice cream.
On top, they just drink Coke all day.
But that is wrong!
November 6, 2025 at 7:56 PM
How hard is it to find good & healthy food in Omaha? 🥗
Are you really ending up in a food desert with 🍔 & 🍟 only?
Warren Buffett nurtured the image that Omaha folks just eat burger, fries, See's Candy and Dairy Queen ice cream.
On top, they just drink Coke all day.
But that is wrong!
Are you really ending up in a food desert with 🍔 & 🍟 only?
Warren Buffett nurtured the image that Omaha folks just eat burger, fries, See's Candy and Dairy Queen ice cream.
On top, they just drink Coke all day.
But that is wrong!
Nebraska Furniture Mart - a great BRK place to visit in Omaha!
The mart is part of Berkshire Hathaway's portfolio. Warren Buffett bought it in a handshake deal in 1983 from the founder, Rose Blumkin.
The mart is part of Berkshire Hathaway's portfolio. Warren Buffett bought it in a handshake deal in 1983 from the founder, Rose Blumkin.
November 4, 2025 at 7:31 PM
Nebraska Furniture Mart - a great BRK place to visit in Omaha!
The mart is part of Berkshire Hathaway's portfolio. Warren Buffett bought it in a handshake deal in 1983 from the founder, Rose Blumkin.
The mart is part of Berkshire Hathaway's portfolio. Warren Buffett bought it in a handshake deal in 1983 from the founder, Rose Blumkin.
Omaha - made it to my next stop of my US trip! 🌎
I will be in town to get to know the city and people better. I will also try to learn a lot for my 2026 Berkshire Hathaway AGM Guide.
❓ If you have any question about Omaha or an idea who I should meet, please comment or DM me.
I will be in town to get to know the city and people better. I will also try to learn a lot for my 2026 Berkshire Hathaway AGM Guide.
❓ If you have any question about Omaha or an idea who I should meet, please comment or DM me.
October 31, 2025 at 3:20 PM
Omaha - made it to my next stop of my US trip! 🌎
I will be in town to get to know the city and people better. I will also try to learn a lot for my 2026 Berkshire Hathaway AGM Guide.
❓ If you have any question about Omaha or an idea who I should meet, please comment or DM me.
I will be in town to get to know the city and people better. I will also try to learn a lot for my 2026 Berkshire Hathaway AGM Guide.
❓ If you have any question about Omaha or an idea who I should meet, please comment or DM me.
New Yorkers 👋🏻
I am back in the city until Thursday. DM me / comment here if you are interested in potentially meeting up.
I still have a few spots available to reconnect & connect with new people!
I am back in the city until Thursday. DM me / comment here if you are interested in potentially meeting up.
I still have a few spots available to reconnect & connect with new people!
October 24, 2025 at 9:07 PM
New Yorkers 👋🏻
I am back in the city until Thursday. DM me / comment here if you are interested in potentially meeting up.
I still have a few spots available to reconnect & connect with new people!
I am back in the city until Thursday. DM me / comment here if you are interested in potentially meeting up.
I still have a few spots available to reconnect & connect with new people!
Reposted by Tilman Versch | Good Investing
October 4, 2025 at 8:59 AM
Boooom!
This will be an awesome October in my Plus community! 💥
I have just released our event schedule filled with a lot of valuable events:
💡 Ideas
- A dive deep into an interesting Italian small cap stock.
- A debate about the fallen large cap Novo Nordisk.
This will be an awesome October in my Plus community! 💥
I have just released our event schedule filled with a lot of valuable events:
💡 Ideas
- A dive deep into an interesting Italian small cap stock.
- A debate about the fallen large cap Novo Nordisk.
October 1, 2025 at 1:23 PM
Boooom!
This will be an awesome October in my Plus community! 💥
I have just released our event schedule filled with a lot of valuable events:
💡 Ideas
- A dive deep into an interesting Italian small cap stock.
- A debate about the fallen large cap Novo Nordisk.
This will be an awesome October in my Plus community! 💥
I have just released our event schedule filled with a lot of valuable events:
💡 Ideas
- A dive deep into an interesting Italian small cap stock.
- A debate about the fallen large cap Novo Nordisk.
Reposted by Tilman Versch | Good Investing
I published a new article on the blog that looks at one of the Retail Private Equity vehicles that are offered in Germany from Trade Republic. Spoiler: Don't invest.
Wordpress:
valueandopportunity.com/2025/09/22/p...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/09/22/p...
Substack:
open.substack.com/pub/valueand...
Private Equity Mini Series (5): Trade Republic offers Private Equity for the masses (ELTIFs) -“Nice try, but hell no”
Previous episodes in this series: Private Equity Mini Series (1): My IRR is not your PerformancePrivate Equity Mini series (2) – What kind of “Alpha” can you expect from Private Equity as a Retail …
valueandopportunity.com
September 22, 2025 at 3:32 PM
I published a new article on the blog that looks at one of the Retail Private Equity vehicles that are offered in Germany from Trade Republic. Spoiler: Don't invest.
Wordpress:
valueandopportunity.com/2025/09/22/p...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/09/22/p...
Substack:
open.substack.com/pub/valueand...
Do you want 100+ hours of learning about AI use cases for investors condensed in two pages? 📃
Then, please subscribe to my Good Investing newsletter. It will be sent out next week and gives my best learnings to save you time, money and effort.
www.good-investing.net/newsletter/
Then, please subscribe to my Good Investing newsletter. It will be sent out next week and gives my best learnings to save you time, money and effort.
www.good-investing.net/newsletter/
Subscribe to the Good Investing Newsletter
You can subscribe to the free Good Investing Newsletter or the Good Investing blog here. In the newsletter, we share exclusive content.
www.good-investing.net
September 12, 2025 at 12:34 PM
Do you want 100+ hours of learning about AI use cases for investors condensed in two pages? 📃
Then, please subscribe to my Good Investing newsletter. It will be sent out next week and gives my best learnings to save you time, money and effort.
www.good-investing.net/newsletter/
Then, please subscribe to my Good Investing newsletter. It will be sent out next week and gives my best learnings to save you time, money and effort.
www.good-investing.net/newsletter/
Reposted by Tilman Versch | Good Investing
1/ Hope this thread helps break through the mental logjam for normies. For anyone in the game of technology/ innovation/development this is just basic facts now. For the first time in 2 centuries, the West is no longer the leader in future technology,but the follower
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
September 3, 2025 at 3:02 AM
1/ Hope this thread helps break through the mental logjam for normies. For anyone in the game of technology/ innovation/development this is just basic facts now. For the first time in 2 centuries, the West is no longer the leader in future technology,but the follower
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
Reposted by Tilman Versch | Good Investing
Nun hat Jonathan Neuscheler auf seinem Blog eine ausführliche Analyse zu Energiekontor und den Chancen und Risiken veröffentlicht.
Affiliate-Link: abilitato.de/energiekonto...
Affiliate-Link: abilitato.de/energiekonto...
Energiekontor Aktie: Steht der Turnaround bevor? Jetzt kaufen?
Wir haben die Hauptversammlung der Energiekontor Aktie besucht - und sind auf Informationen gestoßen, die das Potential sichtbar machen.
abilitato.de
July 13, 2025 at 9:22 AM
Nun hat Jonathan Neuscheler auf seinem Blog eine ausführliche Analyse zu Energiekontor und den Chancen und Risiken veröffentlicht.
Affiliate-Link: abilitato.de/energiekonto...
Affiliate-Link: abilitato.de/energiekonto...
Nintendo just hit another all-time high, driven by the Switch 2. And there seems more to come! 🎉
A few weeks ago, I discussed the impact of the Switch 2 with Ryan O'Connor.
The transcript of this conversation is now available, too:
www.good-investing.net/2025/06/10/r...
A few weeks ago, I discussed the impact of the Switch 2 with Ryan O'Connor.
The transcript of this conversation is now available, too:
www.good-investing.net/2025/06/10/r...
What does the Switch 2 do to Nintendo stock, Ryan O'Connor?
Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the Nintendo stock.
www.good-investing.net
June 18, 2025 at 7:40 AM
Nintendo just hit another all-time high, driven by the Switch 2. And there seems more to come! 🎉
A few weeks ago, I discussed the impact of the Switch 2 with Ryan O'Connor.
The transcript of this conversation is now available, too:
www.good-investing.net/2025/06/10/r...
A few weeks ago, I discussed the impact of the Switch 2 with Ryan O'Connor.
The transcript of this conversation is now available, too:
www.good-investing.net/2025/06/10/r...
Do you want to learn more about one of the best books about Warren Buffett's & Charlie Munger's wisdom shared at the Berkshire Hathaway Annual Meeting?
Check out the transcript of my conversation with Alex Morris, CFA here:
www.good-investing.net/2025/06/03/a...
Check out the transcript of my conversation with Alex Morris, CFA here:
www.good-investing.net/2025/06/03/a...
What to learn from Buffett & Munger Unscripted, Alex Morris?
Alex Morris discuesses his new book "Buffett & Munger Unscripted" and what he learned about publishing & writing.
www.good-investing.net
June 10, 2025 at 5:43 PM
Do you want to learn more about one of the best books about Warren Buffett's & Charlie Munger's wisdom shared at the Berkshire Hathaway Annual Meeting?
Check out the transcript of my conversation with Alex Morris, CFA here:
www.good-investing.net/2025/06/03/a...
Check out the transcript of my conversation with Alex Morris, CFA here:
www.good-investing.net/2025/06/03/a...
Do you look for a Sunday read? 🤓
Please enjoy the full Markel Group Omaha Brunch transcript 2025 www.good-investing.net/2025/05/24/m...
Please enjoy the full Markel Group Omaha Brunch transcript 2025 www.good-investing.net/2025/05/24/m...
Markel Omaha Brunch 2025 transcript
The Markel Omaha Brunch 2025 transcript gives you a great overview of the topics discussed during the Markel Omaha Brunch 2025.
www.good-investing.net
May 25, 2025 at 9:19 AM
Do you look for a Sunday read? 🤓
Please enjoy the full Markel Group Omaha Brunch transcript 2025 www.good-investing.net/2025/05/24/m...
Please enjoy the full Markel Group Omaha Brunch transcript 2025 www.good-investing.net/2025/05/24/m...
Do you want to learn more about the hottest new Warren Buffett & Berkshire Hathaway book? 🔥
Please enjoy my conversation with Brett Gardner on his new book "Buffett's Early Investments".
www.good-investing.net/2025/05/20/b...
Please enjoy my conversation with Brett Gardner on his new book "Buffett's Early Investments".
www.good-investing.net/2025/05/20/b...
What to learn from Buffett's Early Investments, Brett Gardner?
Brett Gardner joined us to discuss his new book Buffett's Early Investments and share key learnings from this book.
www.good-investing.net
May 21, 2025 at 1:27 PM
Do you want to learn more about the hottest new Warren Buffett & Berkshire Hathaway book? 🔥
Please enjoy my conversation with Brett Gardner on his new book "Buffett's Early Investments".
www.good-investing.net/2025/05/20/b...
Please enjoy my conversation with Brett Gardner on his new book "Buffett's Early Investments".
www.good-investing.net/2025/05/20/b...
I have just released the full Berkshire Hathaway Annual Meeting 2025 transcript 📃.
Please enjoy all insights from the AGM here 👇🏻
www.good-investing.net/2025/05/17/b...
Please enjoy all insights from the AGM here 👇🏻
www.good-investing.net/2025/05/17/b...
Berkshire Hathaway Annual Meeting 2025 Transcript
Please enjoy the full Berkshire Hathaway Annual Meeting 2025 transcript that covers the Q&A and Warren Buffett's CEO departure.
www.good-investing.net
May 17, 2025 at 12:24 PM
I have just released the full Berkshire Hathaway Annual Meeting 2025 transcript 📃.
Please enjoy all insights from the AGM here 👇🏻
www.good-investing.net/2025/05/17/b...
Please enjoy all insights from the AGM here 👇🏻
www.good-investing.net/2025/05/17/b...
Wie wird die Berkshire Hathaway Hauptversammlung ohne Warren Buffett als CEO?
Sie bleibt definitiv ein super spannendes Networkingevent, insbesondere für Fondstalente & Emerging Manager.
Danke FundSpot, dass ich bei euch darüber schreiben durfte:
fundspotter.de/fundspotter-...
Sie bleibt definitiv ein super spannendes Networkingevent, insbesondere für Fondstalente & Emerging Manager.
Danke FundSpot, dass ich bei euch darüber schreiben durfte:
fundspotter.de/fundspotter-...
Tilman Versch vor Ort: Berkshire Hathaway
Wie wird die Berkshire Hathaway Hauptversammlung ohne CEO Warren Buffett?
fundspotter.de
May 15, 2025 at 2:05 PM
Wie wird die Berkshire Hathaway Hauptversammlung ohne Warren Buffett als CEO?
Sie bleibt definitiv ein super spannendes Networkingevent, insbesondere für Fondstalente & Emerging Manager.
Danke FundSpot, dass ich bei euch darüber schreiben durfte:
fundspotter.de/fundspotter-...
Sie bleibt definitiv ein super spannendes Networkingevent, insbesondere für Fondstalente & Emerging Manager.
Danke FundSpot, dass ich bei euch darüber schreiben durfte:
fundspotter.de/fundspotter-...