Nick Devlin (Naked Wines): How does Naked Wines show strength now?
Nick Devlin, CEO of Naked Wines, on capital allocation, inflation, the customer experience, premium wines and a possible US listing (2022).
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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Darryl Rawlings (Trupanion): What is Trupanion doing to win the pet insurance market?
Darryl Rawlings, founder and CEO of Trupanion, on pet insurance, unit economics, the moat and growth plans, interviewed by Rob Vinall in Engelberg (2022).
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Andreas Aaen (Symmetry A/S): Chances in Kambi & Naked Wines?
Andreas Aaen of Symmetry A/S on small founder-led companies, shorting, Kambi, Naked Wines and Where Food Comes From (2021).
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning came back for an update on Nintendo! It was a pleasure to do a follow-up of our previous conversation.
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Jeremy Deal (JDP Capital Management) & Sleepwell Capital: How does Spotify win the creators?
Jeremy Deal (JDP Capital Management) and Sleepwell Capital on how Spotify wins creators: recommendations, creator tools, streaming income, value (2021).
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Sleepwell Capital & Jeremy Deal (JDP Capital Management): How does Spotify become the audio platform?
Sleepwell Capital and Jeremy Deal (JDP Capital Management) on Spotify as the audio platform: competitors, Daniel Ek, labels and growth drivers (2021).
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Jeremy Deal (JDP Capital Management) & Sleepwell Capital: How well is Spotify positioned in the audio market?
Jeremy Deal (JDP Capital Management) and Sleepwell Capital on Spotify and the audio market: radio, labels, royalties, podcasts and ads (2021).
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Karsten Schlageter (ABO Wind): How are you building the energy future at ABO Wind?
Karsten Schlageter of ABO Wind on how the developer builds wind and solar projects, enters new countries and where he sees growth (2021).
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Clifford Sosin (CAS Investment Partners): Why are you investing in Carvana stock?
Clifford Sosin of CAS Investment Partners explains why Carvana was his biggest holding in 2019, why he shorts and how he sees self-driving cars.
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David Nangle (VEF): Will Creditas be a ten-bagger for VEF?
David Nangle, CEO of VEF, on emerging market fintech, VEF’s 30% return hurdle, portfolio concentration and the case for Creditas (2021).
