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:
Category: European investing
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 (Tollymore Investment Partners): 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
What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a look at his book “The
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
What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported Rob with the production of
Investors on the Climate Crisis: The Floriabubble & Questions on Food Security
Over the past few weeks, I have been intensively examining what scientists and long-term investors are saying about the climate crisis and climate change. The questions were: How do they
Berlin Green Investment Summit 2019: The videos
Value Investor Jeremy Grantham has named it as a “Race of our Lives“: Adapting to the challenges of the climate crisis, which must go hand in hand with a comprehensive
New quantum leaps in battery and solar cost?
The changes in energy production and storage are massive: Prices for both batteries and electricity from renewable energies have fallen sharply. It is becoming apparent that even more is possible
