VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
Category: Investing Styles
About You’s Scayle, can it outcompete SAP and Salesforce, Tarek Müller?
In our second interviews, About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention,
Per Brilloth, how do you want to win with Babylon Health stock?
I had the pleasure to welcome Per Brilioth of VNV Global back. Here we focussed on the impact of Russia’s war and VNV’s investment in Babylon and VOI. We have
Tarek Müller, how does About You want to become successful?
Here you can enjoy our conversation with Tarek Müller, the co-founder and managing director of About You. Tarek Müller has walked us through the history and dynamics of this European
Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S
With Andreas Aaen of Symmetry A/S I was happy to discuss his approach and the world of small founder-led companies. We discussed Kambi, Naked Wines, and Where Food Comes From.
How investing global, Pavel Begun of 3G Capital Management?
Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
Robert Vinall, what is currently my biggest challenge? A Q&A
Here you can enjoy the transcript of a Q&A with Rob Vinall of RV Capital. It gives you insights into Rob’s investment approach. This transcript is part of a series
Alex Kopel, how do you invest in change at Rowan Street Capital?
Here you can enjoy our conversation with Alex Kopel of Rowan Street Capital. We have discussed how he moved from classical value stocks to businesses that drive change. We have
Joe Frankenfield, how much Value Investing is in Saga Partners?
Here you can enjoy the transcript of our conversation with Joe Frankenfield of Saga Partners. We discussed his way into investing and why he switched from investing in linear businesses
