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Per Brilloth, how do you want to win with Babylon Health stock?

Per Brilloth, how do you want to win with Babylon Health stock?

30. June 20225. July 2022 Tilman Versch

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

Babylon Health, Climate Investing, Emerging Markets, Nordics, Sweden, VNV Global, VOI
Tarek Müller, how does About You want to become successful?

Tarek Müller, how does About You want to become successful?

23. June 202223. June 2022 Tilman Versch

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

About You, E-Commerce, Fashion
Nick Devlin, how does Naked Wines show strength in turbulent times?

Nick Devlin, how does Naked Wines show strength in turbulent times?

14. June 202214. June 2022 Tilman Versch

It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following: Check out

E-Commerce, Naked Wines
Darryl Rawlings, what is Trupanion doing to win the pet insurance market?

Darryl Rawlings, what is Trupanion doing to win the pet insurance market?

9. June 202214. June 2022 Tilman Versch

This conversation was recorded during Rob Vinall’s Annual Meeting in Engelberg. Here Darryl Rawlings, the CEO of Trupanion, gives insights into the dynamics of his business and future growth perspectives.

Insurance, RV Capital, Trupanion
Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S

Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S

31. May 202217. June 2022 Tilman Versch

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.

Kambi, Naked Wines, Symmetry A/S, Where Food Comes From
20% returns annually over 21 years: What is Turtle Creek’s secret sauce?

20% returns annually over 21 years: What is Turtle Creek’s secret sauce?

24. May 20226. July 2022 Tilman Versch

This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle Creek Asset Management presented a

Canada, Turtle Creek Asset Management
Chris Mayer, how to hunt 100 baggers?

Chris Mayer, how to hunt 100 baggers?

17. May 202217. June 2022 Tilman Versch

Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them” which is an interesting read

100 baggers
Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?

Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?

27. April 202227. April 2022 Tilman Versch

Ryan O’Connor and Todd Wenning are real experts on Nintendo. In our follow-up conversation, we have made an update on the stock of this Japanese company. Check out Interactive Brokers

Japan, Nintendo
How investing global, Pavel Begun of 3G Capital Management?

How investing global, Pavel Begun of 3G Capital Management?

26. April 202217. June 2022 Tilman Versch

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.

3G Capital Management
Christopher Tsai, is investing an art? Insight of a good investor

Christopher Tsai, is investing an art? Insight of a good investor

5. April 202221. March 2022 Tilman Versch

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

Tsai Capital

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