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
The value in saying “No”
Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much earlier. One skill that I
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO
Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom builds his portfolio. [00:00:00] Tilman
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you can find the video and
Rudi van Niekerk, why are you digging for investing diamonds in SA?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. Here you can find the video
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
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
