This post contains the Markel Omaha Brunch 2024 transcript. In it, you can find the Q&A with Tom Gayner and the management of Markel. Introduction to the Markel Omaha Brunch
Category: Companies & Individiual stocks
What are ABO Wind stock’s best markets, Karsten Schlageter?
In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies’ ambition in renewables. Part 1 can be found here. We have discussed the
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
Karsten Schlageter and ABO Wind are back! Two years after our first interview in 2021, I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview (find part
Why do you own so much HomeToGo stock, Steffen Schneider?
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following
Marco Pescarmona, are you Italy’s best capital allocator?
Two years after our first interview (Is Gruppo Mutui Online the best Itali… ), it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed
Can HomeToGo as a SaaS offer, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following topics: Intro [00:00:00] Steffen Schneider: Our
What are VNV Global’s chances after the Babylon fail, Per Brilioth?
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following
Tom Gayner, how are you building Markel? A CEO interview
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built
Thomas Triska, is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported
Dr. David Kerr, how has Ryman Healthcare weathered 2022?
It is a good tradition to start the RV Capital meeting with a Q&A with one of the companies in which the fund is invested into. In 2023, we had
