Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the
Category: European investing
Philipp Haas, on building a fund with good performance & social media
Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund
Karsten Schlageter – How are you building the energy future at ABO Wind?
Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can find the video of our
Guy Spier, what has a bar to do with finding investment ideas?
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
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 as well as the podcast. Per Brilioth’s biggest
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
