Special situations, right issues and tender offers are a very interesting playing field to invest in. Gokul Raj P. gave us some insights into investing in this specialities. The interview
Category: Investing Styles
Richard Howe, how to invest in spin-offs and special situations?
Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was done in 2020. We made
What are the best capital allocators in Eastern Europe, Steve Gorelik?
Steve Gorelik works for Firebird Management – a good investor with a good track record in Eastern European markets. With Steve, I could talk in November 2019. In this interview
Marc Appelhoff, how does Home24 build the furniture e-commerce future?
Marc Appelhoff is the CEO of Home24 – a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this business which is currently
Dennis Hong, how does ShawSpring Partners define ecosystem control?
During the RV Capital Annual Meeting 2022, Rob Vinall and Dennis Hong had a chat about the evolution of ShawSpring Partners, the idea of ecosystem control and more. The following
Rob Vinall’s Q&A: building RV Capital, Carvana, Prosus & more
During RV Capital’s Annual Meeting 2022, for 90 minutes Rob Vinall answered a lot of questions of the visitors. Here you can find the transcript. We have discussed the following
How does Creditas contribute to VEF’s success, Dave Nangle?
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
About You’s Scayle, can it outcompete SAP and Salesforce, Tarek Müller?
In our second interviews, About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention,
Per Brilloth, how do you want to win with Babylon Health stock?
I had the pleasure to welcome Per Brilioth of VNV Global back. Here we focussed on the impact of Russia’s war and VNV’s investment in Babylon and VOI. We have
Tarek Müller, how does About You want to become successful?
Here you can enjoy our conversation with Tarek Müller, the co-founder and managing director of About You. Tarek Müller has walked us through the history and dynamics of this European
