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.
Europe
Interviews with fund managers based in Europe.
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Tarek Müller (About You): How does About You want to become successful?
Tarek Müller, the co-founder and managing director of About You, walked us through the history and dynamics of this European fashion business.
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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).
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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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Pavel Begun (3G Capital Management): How to invest globally?
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
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Robert Vinall (RV Capital): What makes a good investment process?
Robert Vinall (RV Capital) explains his investment process: finding ideas, filters, research time, key drivers, selling and his watchlist.
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Robert Vinall (RV Capital): What is currently your biggest challenge?
Robert Vinall (RV Capital) answers investor questions in his 2022 Q&A: managers, selling, PSG, Wix, SaaS, stress and why he works alone.
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Alex Kopel (Rowan Street Capital): How do you invest in change?
Alex Kopel of Rowan Street Capital on zero management fees, a ten-stock all-star portfolio, investing in change and his mistakes (2021).
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Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value): How to find the best European stocks?
Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value) answer the question “How to find the best European stocks?” in our premiere interview.
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Philipp Haas (invest4): On building a fund with good performance & social media
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.
