On October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and
Category: European investors
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How did Mohnish Pabrai inspire Guy Spier? What are Guy’s mistakes?
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
Felix Gode, how did you compound with 15%+ in DACH?
I had the pleasure to interview Felix Gode of Alpha Star Funds. Here you can find the full video of the interview and the transcript. This conversation is also available
How to evaluate good management, Rob Vinall (RV Capital)?
I had the pleasure to interview Rob Vinall of RV Capital in February 2019. Here you can find the full interview. Below is the transcript. [00:08] Tilman Versch: Hello, Rob. Well,
Per Brilioth at VNV Global – the tech investor you never heard of
The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview: Per Brilioth’s biggest mistakes during his time at
Steve Gorelik, what are the best markets in Eastern Europe?
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
How to compound in the Nordics, Daniel Glaser of River Oak Capital?
With Daniel Glaser, the man behind River Oak Capital, I had the pleasure to discuss his way into investing and the learnings of a quality investment. Here you can find
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
Mark Walker, why invest in Trupanion?
Here you can find a transcript of the conversation I had with Mark Walker of Tollymore Investment Partners on 30 September 2020. Here you can find the transcript of the
