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Category: Founders & Business Man

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
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
Piet Mouton, how did you build the South African PSG Group?

Piet Mouton, how did you build the South African PSG Group?

19. March 202219. March 2022 Tilman Versch

Here you can enjoy the transcript of a conversation between Piet Mouton (CEO of PSG Group) and Rob Vinall. It is a lesson about doing business in South Africa and

RV Capital
How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?

How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?

13. December 202124. January 2022 Tilman Versch

This is the final part of our discussion about the future of Spotify. Here you can find all episodes. In this discussion with Jeremy Deal and Sleepwell Capital, we have

Music market, Spotify
How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

13. December 202122. January 2022 Tilman Versch

This is the second part of our discussion about the future of Spotify. Here you can find all episodes. In this discussion with Jeremy Deal and Sleepwell Capital, we have

Music market, Spotify
Per Brilioth at VNV Global – the tech investor you never heard of

Per Brilioth at VNV Global – the tech investor you never heard of

25. March 202129. July 2021 Tilman Versch

The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview as well as the podcast. Per Brilioth’s biggest

Climate Investing, Emerging Markets, Nordics, VNV Global
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

13. March 202113. March 2021 Tilman Versch

Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom builds his portfolio. [00:00:00] Tilman

Insurances, Markel
Rowan Gormley, is Naked Wines a mousetrap for the wine market?

Rowan Gormley, is Naked Wines a mousetrap for the wine market?

31. January 202113. February 2021 Tilman Versch

I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. Here you can find the video of our conversation. Below I have created a transcript

Naked Wines, Subcription businesses
Good Investing Links: Concepts, Housing and China

Good Investing Links: Concepts, Housing and China

30. January 202121. June 2022 Tilman Versch

Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall – Recent memos Mohnish Pabrai

Bolloré: Investing in Music Streaming & African Growth at the same time?

Bolloré: Investing in Music Streaming & African Growth at the same time?

2. July 202031. May 2021 Matthias Paschetag

Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value

France, Holdings

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