Per Brilioth (VNV Global): What is the plan for Babylon Health stock?
Per Brilioth discussed the impact of Russia’s war in Ukraine and the investment thesis in Babylon Health stock and Voi e-scooters.
In this category and archive you can find more about European investors we have interviewed.
Per Brilioth discussed the impact of Russia’s war in Ukraine and the investment thesis in Babylon Health stock and Voi e-scooters.
Tarek Müller, the co-founder and managing director of About You, walked us through the history and dynamics of this European fashion business.
Nick Devlin, CEO of Naked Wines, on capital allocation, inflation, the customer experience, premium wines and a possible US listing (2022).
Andreas Aaen of Symmetry A/S on small founder-led companies, shorting, Kambi, Naked Wines and Where Food Comes From (2021).
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
Robert Vinall (RV Capital) explains his investment process: finding ideas, filters, research time, key drivers, selling and his watchlist.
Robert Vinall (RV Capital) answers investor questions in his 2022 Q&A: managers, selling, PSG, Wix, SaaS, stress and why he works alone.
Alex Kopel of Rowan Street Capital on zero management fees, a ten-stock all-star portfolio, investing in change and his mistakes (2021).
Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value) answer the question “How to find the best European stocks?” in our premiere interview.
Philipp Haas (Haas invest4 innovation S fund) is a GARP investor with good performance. He built his fund by using the power of social media.
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