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).
Europe
Interviews with fund managers based in Europe.
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Guy Spier (Aquamarine Capital): What has a bar to do with finding investment ideas?
Guy Spier (Aquamarine Capital) on his investing process: why he sees himself as a drunk in a bar and how he finds ideas to research companies.
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Guy Spier (Aquamarine Fund): How did Mohnish Pabrai inspire him? What are his mistakes?
Guy Spier (Aquamarine Fund) on his biggest mistakes, cloning, three lessons from Mohnish Pabrai and his daily routine. Interview from Zurich, 2019.
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Felix Gode (Alpha Star): How did you compound with 15%+ in DACH?
Felix Gode of Alpha Star Funds on investing in German-speaking small and mid caps, his investment club roots, portfolio rules and Endor and IVU.
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Rob Vinall (RV Capital): How to evaluate good management?
Rob Vinall (RV Capital) on how to evaluate good management, his lessons from Novo Nordisk and Baidu, Grenke and Facebook. Interview from 2019.
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Per Brilioth (VNV Global): The tech investor you never heard of
Per Brilioth, CEO of VNV Global, on the move from Russian oil to network-effect tech, how he picks founders and how he weighs risk and reward (2021).
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Steve Gorelik (Firebird Management): What are the best markets in Eastern Europe?
Steve Gorelik of Firebird Management is an outspoken expert for investing in Eastern Europe. With him we have discussed different topics.
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Daniel Glaser (River Oak Capital): How to compound in the Nordics?
Daniel Glaser (River Oak Capital) on his way into investing, compounding in the Nordics, Fortnox and why there are no shortcuts in investing.
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Nick Devlin (Naked Wines): What does scale mean for Naked Wines?
Nick Devlin, CEO of Naked Wines, on what scale means for the company, its winemakers and customers, and its target market in the US (2021).
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Rowan Gormley (Naked Wines): Is Naked Wines a mousetrap for the wine market?
Rowan Gormley, founder and former CEO of Naked Wines, on the wine market, the US three-tier system, the Majestic sale and company culture (2020).
