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.
Fund managers
Interviews with fund managers from around the world: how they invest, build their firms and pick stocks.
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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.
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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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Andrew Brenton (Turtle Creek): How did Turtle Creek return 20% annually over 21 years?
Turtle Creek Asset Management’s Andrew Brenton presents his interesting and outperforming Value Investing approach in the Canadian market.
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Chris Mayer (Woodlock House Family Capital): How to hunt 100 baggers?
Chris Mayer is a value investor and author. He wrote the book “100 Baggers”, an interesting read for every investor.
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Ryan O’Connor (Crossroads Capital) & Todd Wenning (Ensemble Capital): Is Nintendo stock winning in the 2020s?
Ryan O’Connor and Todd Wenning came back for an update on Nintendo! It was a pleasure to do a follow-up of our previous conversation.
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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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Christopher Tsai (Tsai Capital): Is investing an art?
Christopher Tsai started his fund in his 20s. Since then he created an impressive track record. Here, he shares insights from his career.
