Steve Gorelik is an outspoken expert on investing in Eastern Europe. Here you can find the transcript of two interviews I did with Steve Gorelik in November 2019. In this
Category: Companies & Individiual stocks
What does scale mean for Naked Wines? A talk with CEO Nick Devlin
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. Here you can find the full video:
Rowan Gormley, is Naked Wines a mousetrap for the wine market?
I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below I have created a transcript
Good Investing Links: Concepts, Housing and China
Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall – Recent memos Mohnish Pabrai
Good Investing Links: High-Quality Investing Analysis & 2020 reviews
During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you: High-Quality Investing Analysis IVU Traffic Technologies AG – Stock
Andrew Rosenblum, are one or two good investments per year enough?
Here you can find a transcript of my interview with Andrew Rosenblum of Bonsai Partners. This episode of Good Investing Talks is supported by MIT Investment Management Company. MITIMCo manages
Good Investing Links: Tech & Quality Company Write-Ups
During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis List – A chat with
The Twitter stock – a good investment for value investors?!
I love Twitter. I would undoubtedly confirm that I’m addicted to it. I love going over my newsfeed, seeing what all those smart people who I am following have to
Wirecard, Enron and what investors can learn from fraudulent businesses
Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the most recent happenings already provide
Bolloré: Investing in Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value
