Per Brilioth (VNV Global): What are VNV Global’s chances in 2024?
Per Brilioth of VNV Global on Babylon’s bankruptcy, VNV’s debt, the 75% discount to NAV and the outlook for BlaBlaCar, Voi and Alva (2023 interview).
Business owners & CEOs
At Good Investing Talks, we try “understanding businesses”. Learn more about our episodes with business builders and CEOs.
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Tom Gayner (Markel): How do you build Markel?
Tom Gayner (Markel) on how he built Markel’s reputation: steady communication, relationships from Omaha and two time horizons (interview, April 2023).
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Thomas Triska (Vossloh): Is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh is on a new growth track.
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Dr. David Kerr (Ryman Healthcare): How has Ryman Healthcare weathered 2022?
David Kerr, former chairman of Ryman Healthcare, on Ryman’s history, its retirement village model and financing, and the tough year 2022, with Rob Vinall.
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Greggory Warren (Morningstar): Why own Berkshire Hathaway? The expert gives 5 reasons
Greggory Warren (Morningstar) explains his five reasons to consider Berkshire Hathaway stock in this 2019 presentation, followed by audience Q&A.
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Sebastian Grabmaier (JDC Group): Can JDC digitize Germany’s insurances?
Sebastian Grabmaier, co-founder of JDC Group, explains how JDC is trying to digitize the German insurance sector with its software and service approach.
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Christian Witt (LPKF): What is the laser champion LPKF planning?
Christian Witt, CFO of LPKF, on laser technology, business units, sales cycles, the new LIDE and Arralyze businesses and service (2022).
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Joachim Kuhn (va-Q-tec): Is va-Q-tec a European energy champion?
Joachim Kuhn, founder of va-Q-tec, explains the company’s vacuum insulation technology, its TempChain business and its chances in the energy crisis.
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Irakli Gilauri (Georgia Capital): Is Georgia Capital a chance to invest in quality?
Irakli Gilauri, CEO of Georgia Capital, on the spinoff from Bank of Georgia, buying businesses in Georgia, mistakes and capital allocation (2022).
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Wolfgang Grenke (Grenke AG): How do you build an MDAX company?
Wolfgang Grenke was a leading figure to build the German Grenke AG. In this interview, we cover the history of the company.
