Can HomeToGo as a SaaS offer, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following topics: Intro [00:00:00] Steffen Schneider: Our
What are VNV Global’s chances in 2024, Per Brilioth?
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following
Investing in Africa and other Emerging Markets, Axel Krohne?
Axel Krohne is the head of Krohne Capital. There he is managing a fund with a focus on emerging markets. We have done their interviews with him in 2019. Now,
Matthew Brown, why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. We have discussed the following topics: Welcoming Matthew
Shaurya Gupta, are you the youngest quality manager?
I had the pleasure of interviewing Shaurya Gupta of Gupta Partnership. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We
How have you built Tsai Capital, Christopher Tsai?
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. We have discussed the
Joshua Collinsworth, what are opportunities in health care services?
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing
Christopher Tsai, what is your investing goal?
We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai (Tsai Capital) as our first guest in Berlin. We have discussed
Guy Spier, what is your advice for Emerging Managers?
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. We have discussed the following topics:
Tom Gayner, how do you build Markel?
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built
