Karsten Schlageter (ABO Wind): Why is ABO Wind becoming ABO Energy?
Karsten Schlageter, CEO of ABO Wind, on the switch to a KGaA, minority shareholders, the in-house team and how ABO Wind funds growth (2024).
Author: Tilman Versch
Tilman Versch is the founder of Good Investing, a value investing media platform and community based in Berlin. He has attended the Berkshire Hathaway Annual Meeting every year since 2019 and became an independent expert. He hosts the Good Investing Talks podcast.
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Steffen Schneider (HomeToGo): Why do you own so much HomeToGo stock?
Steffen Schneider, CFO of HomeToGo, on HomeToGo Pro, capital allocation, M&A and why a significant part of his capital is in HomeToGo shares.
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Marco Pescarmona (Gruppo MutuiOnline): Are you Italy’s best capital allocator?
Marco Pescarmona (Gruppo MutuiOnline) on the acquisitions since 2021, the Moneysupermarket stake, debt and capital allocation. Interview from 2023.
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Steffen Schneider (HomeToGo): Can HomeToGo win as a booking platform and SaaS offer?
Steffen Schneider, CFO of HomeToGo, explains how HomeToGo earns money from travellers, partners and its Smoobu software in part 1 of our interview.
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Per Brilioth (VNV Global): What are VNV Global’s chances in 2024?
Per Brilioth of VNV Global on Babylon’s bankruptcy, VNV’s debt, the 75% discount to NAV and the outlook for BlaBlaCar, Voi and Alva (2023 interview).
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Axel Krohne (Krohne Capital): Investing in Africa and other emerging markets?
Axel Krohne is the head of Krohne Capital. Here we have discussed how he is investing in Africa and other emerging markets.
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Matthew Brown: Why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
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Shaurya Gupta (Gupta Partnership): Are you the youngest quality manager?
Shaurya Gupta started Gupta Partnership at 21. He talks about his first five years, his mistakes, position sizing and his circle of competence (2023).
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Christopher Tsai (Tsai Capital): How have you built Tsai Capital?
Christopher Tsai of Tsai Capital on his grandmother Ruth, his father, his role models and how he built Tsai Capital. Part 2 of our 2023 talk.
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Joshua Collinsworth (Nomadic Value Partners): What are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Here, we chat about his background and his healthcare investing approach.
