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).
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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The value in saying “No”
Since 2018, I advise – together with my partner Marc-Lennart Bräutigam – the Gehlen Bräutigam Value HI fund. Our passion for investing was awakened much…
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Tom Gayner (Markel): How do you allocate Markel’s capital?
Tom Gayner (Markel) on how Markel allocates capital in four buckets, how Markel Ventures works and why he holds about 115 stocks (interview, 2021).
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo a multi-bagger?
Ryan O’Connor (Crossroads Capital) and Todd Wenning (Ensemble Capital) on Nintendo’s shift to digital, Switch Online, management and the bear case (2021).
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Rudi van Niekerk (Desert Lion Capital): Why are you digging for investing diamonds in South Africa?
Rudi van Niekerk of Desert Lion Capital is an outspoken expert for investing in South Africa with a long-term-oriented value approach.
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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).
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Mark Walker (Tollymore Investment Partners): Why invest in Trupanion?
Mark Walker of Tollymore Investment Partners joined us for an interview about his approach, Trupanion and the Gym Group.
