2G Energy is a German Mittelstand company that offers a solution for the Energiewende and European energy security. We had the chance to discuss the company’s technology with Friedrich Pehle.
Author: Tilman Versch
Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
About You’s Scayle, can it outcompete SAP and Salesforce, Tarek Müller?
In our second interviews, About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention,
Per Brilloth, how do you want to win with Babylon Health stock?
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
Tarek Müller, how does About You want to become successful?
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
Nick Devlin, how does Naked Wines show strength in turbulent times?
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
Darryl Rawlings, what is Trupanion doing to win the pet insurance market?
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.
Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S
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.
20% returns annually over 21 years: What is Turtle Creek’s secret sauce?
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
Chris Mayer, how to hunt 100 baggers?
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
Ryan O’Connor & Todd Wenning, is Nintendo stock winning in the 2020s?
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
