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.
Category: Growth Investing
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
Robert Vinall, what is currently my biggest challenge? A Q&A
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
Alex Kopel, how do you invest in change at Rowan Street Capital?
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
Joe Frankenfield, how much Value Investing is in Saga Partners?
Here you can enjoy the transcript of our conversation with Joe Frankenfield of Saga Partners. We discussed his way into investing and why he switched from investing in linear businesses
Philipp Haas, on building a fund with good performance & social media
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
What do successful investments share, Thatcher Martin (Spree Capital)?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can also enjoy the second part of our conversation
Karsten Schlageter – How are you building the energy future at ABO Wind?
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
Why is he heavily invested in Carvana stock? Cliff Sosin on the car seller
In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about shorting and
