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 – Introduction
00:01:53 – The Danish stock market and its companies
00:03:31 – Andreas’ focus on investing
00:04:20 – His early path to investing
00:05:33 – Investment strategies
00:06:43 – Insights on more qualitative approach to investing
00:07:54 – Evaluating management teams
00:10:23 – Personal investing style compared to other investors
00:12:27 – Ideas for long and short precisions
00:13:32 – Researching companies
00:16:43 – Kambi
00:28:50 – Naked Wines
00:32:54 – Taking advantage of insider trading
00:34:04 – Naked Wines: Customer satisfaction and company relevance
00:36:49 – Naked Wines’ management
00:40:29 – Naked Wines: Single transaction versus subscription offering
00:42:01 – Naked Wines Market Possibilities
00:44:32 – Where Food Comes From
00:51:28 – Growth strategies of Where Food Comes From
00:53:24 – Where Food Comes From: Cash compensation and management
00:57:07 – Where Food Comes From: Future prospects
00:58:02 – Precision sizing and selling
00:59:39 – Red flags when it comes to stocks
01:00:47 – Interesting smaller stocks: GetBusy
01:02:13 – Precisions and sectors Andreas is investing in
01:03:52 – Outro
