How to find the best opportunities in retail stocks, John Zolidis? Lululemon & Luckin Coffee stock
John Zolidis is an expert on retail and restaurant stock. I had the pleasure to interview him on different opportunities in his universe of coverage. We have discussed the following
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of
Focus Entertainment, winning with Aliens & Warhammer games?
We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are
Marco Pescarmona, how did Gruppo Mutui Online grow?
In Juni 2021, I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona. Here you can
Gokul Raj P. – Special Situations, Right Issues, and Tender Offers
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 these specialities. Check out
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
Joel Cohen, what is MITIMCo looking for in Emerging Managers?
Here you can enjoy our conversation between Joel Cohen of MITIMCo and Rob Vinall. In this Q&A format, both have discussesd what MITIMCo is looking for in Emerging Managers. Here
What do allocators look for in Emerging Managers? A panel
During RV Capital’s Annual Meeting 2022 Rob Vinall hosts a traditional allocator panel. Patrick Maurenbrecher, Claudine Innes and James Ferguson joined to answer the questions of the guests. They have