Archives: Episodes

South Korea is an interesting country to invest in. With the experts of Petra Capital, I had the chance to do a deep dive into this market. We discussed the

This is the final part of our discussion about the future of Spotify. Here you can find all episodes: https://www.youtube.com/playlist?list=PL2jGs_PC8EQV9xbT-Y7l3X5Wl9-RlQ4AC In this discussion with Jeremy Deal and Sleepwell Capital we

Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and

This is the second part of our discussion about the future of Spotify. Here you can find all episodes: By loading the video, you agree to YouTube’s privacy policy.Learn more

Rom Wilson of ACM Capital has a very interesting investing journey. He learned to invest in China before starting a US-focused fund. In our interview we have discussed the following:

Renewable energies are booming. In this conversation with Karsten Schlageter, a member of the board of ABO Wind, I discussed the business model of the developer ABO Wind. We discussed

The audio market might be the last untapped opportunity in social and the internet. Spotify is well-positioned to conquer it. Here we explore the audio market and Spotify’s position in

In this conversation with Dennis Hong, we discuss the history of ShawSpring Partners. We covered the following topics:00:00 Introduction00:05 Disclaimer00:50 20x after the first interview04:00 Running an investment firm07:50 Overcoming

In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at his investment in Sea Limited.

With Andreas Aaen of Symmetry A/S I am happy to discuss his approach and the world of small founder-led companies. We discussed the following topics:00:00:00 – Introduction00:01:53 – The Danish