Steve Gorelik (Firebird Management): What are the best capital allocators in Eastern Europe?
Steve Gorelik (Firebird Management) on Eastern European capital allocators, Georgia Capital, position sizing, risks and expected returns (interview 2019).
Europe
Interviews with fund managers based in Europe.
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Marc Appelhoff (Home24): How does Home24 build the furniture e-commerce future?
Marc Appelhoff, CEO of Home24 “So, if we just sit back and do nothing else, we will grow from the more than 700 million proforma,…
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Africa | Allocators | Americas | Asia | Europe
Joel Cohen (MITIMCo): What is MITIMCo looking for in emerging managers?
Joel Cohen, MITIMCo “The lower the cost base, the more margin of safety you have there.” [00:15:40] Key facts Joel Cohen looks for unconventional managers…
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Africa | Allocators | Americas | Asia | Europe
Patrick Maurenbrecher, Claudine Innes & James Ferguson: What do allocators look for in emerging managers?
Patrick Maurenbrecher, Claudine Innes and James Ferguson on what allocators look for in emerging managers, at the RV Capital allocator panel 2022.
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Dennis Hong (ShawSpring Partners): How do you define ecosystem control?
Dennis Hong & Rob Vinall had a talk on the evolution of ShawSpring Partners, the idea of ecosystem control and more mental models.
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Rob Vinall (RV Capital): Q&A on building RV Capital, Carvana, Prosus & more
Rob Vinall (RV Capital) answers investor questions at the 2022 annual meeting: management, selling, Meta, Carvana, Grenke, Salesforce and Prosus.
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Dave Nangle (VEF): How does Creditas contribute to VEF’s success?
Dave Nangle, CEO of VEF, on competition for fintech deals, the discount to NAV, Russia and the cases for Creditas and Konfio (2022).
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Roger Peeters (pfp Advisory): How to best invest in Germany?
Roger Peeters of pfp-Advisory joined us for a deep dive on investing in Germany. Here you can learn a lot about this European market.
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Friedrich Pehle (2G Energy): Is 2G Energy a solution for Europe’s energy crisis?
Friedrich Pehle, CFO of 2G Energy, on CHP plants as backup for wind and solar, hydrogen engines, service, competition and growth plans (2022).
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Tarek Müller (About You): Can About You’s Scayle outcompete SAP and Salesforce?
Tarek Müller, co-CEO of About You, explains Scayle, the B2B commerce software of About You, and the path to breakeven in our 2022 interview.
