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Category: European Investing

Nick Devlin, how does Naked Wines show strength in turbulent times?

Nick Devlin, how does Naked Wines show strength in turbulent times?

14. June 202214. June 2022

It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following: Check out

E-Commerce, Naked Wines
Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S

Chances in Kambi & Naked Wines? With Andreas Aaen Symmetry A/S

31. May 202217. June 2022

With Andreas Aaen of Symmetry A/S I was happy to discuss his approach and the world of small founder-led companies. We discussed Kambi, Naked Wines, and Where Food Comes From.

Kambi, Naked Wines, Symmetry A/S, Where Food Comes From
How investing global, Pavel Begun of 3G Capital Management?

How investing global, Pavel Begun of 3G Capital Management?

26. April 202217. June 2022

Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.

3G Capital Management
Robert Vinall, what makes a good investment process?

Robert Vinall, what makes a good investment process?

25. March 202211. July 2022

Here you can enjoy our conversation with Rob Vinall of RV Capital. We have discussed the ingridients of a good invesstment process. This transcript is part of a series of

RV Capital
Robert Vinall, what is currently my biggest challenge? A Q&A

Robert Vinall, what is currently my biggest challenge? A Q&A

21. March 202213. July 2022

Here you can enjoy the transcript of a Q&A with Rob Vinall of RV Capital. It gives you insights into Rob’s investment approach. This transcript is part of a series

RV Capital
Alex Kopel, how do you invest in change at Rowan Street Capital?

Alex Kopel, how do you invest in change at Rowan Street Capital?

16. February 202213. July 2022

Here you can enjoy our conversation with Alex Kopel of Rowan Street Capital. We have discussed how he moved from classical value stocks to businesses that drive change. We have

Rowan Street Capital
How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

How to find the best European stocks, Daniel Gehlen & Marc-Lennart Bräutigam (GBC Value)?

1. February 202213. July 2022

Here you can enjoy our conversation with Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital. Both run a fund focussed on European small and midcaps. We have discussed the

GBC Value
Philipp Haas, on building a fund with good performance & social media

Philipp Haas, on building a fund with good performance & social media

26. January 202229. January 2022

Here you can enjoy our conversation with Philipp Haas of the Haas invest4 innovation S fund. Philipp is a GARP investor with a great performance. He has built his fund

GARP, Wikifolio
Karsten Schlageter – How are you building the energy future at ABO Wind?

Karsten Schlageter – How are you building the energy future at ABO Wind?

19. October 202113. July 2022

Renewable energies are booming. With Karsten Schlageter, a board member of the renewables developer ABO Wind, I discussed the developer’s business model. Here you can find the video of our

ABO Wind, Renewables
Guy Spier, what has a bar to do with finding investment ideas?

Guy Spier, what has a bar to do with finding investment ideas?

10. August 20219. July 2022

On October 2019 I had the pleasure to interview Guy Spier of Aquamarine Funds in a series of interviews. Here you can find the full video of the interview and

Aquamarine Capital

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