Renewable energies are booming. In this conversation with Karsten Schlageter, a member of the board of ABO Wind, I discussed the business model of the
Archives: Episodes
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
The audio market might be the last untapped opportunity in social and the internet. Spotify is well-positioned to conquer it. Here we explore the audio
Dennis Hong, how did you grow ShawSpring Partners? A founder talk
In this conversation with Dennis Hong, we discuss the history of ShawSpring Partners. We covered the following topics:00:00 Introduction00:05 Disclaimer00:50 20x after the first interview04:00
Fred Liu, how do you pick the best stocks for Hayden Capital?
In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at
Opportunities in founder-led stocks? Andreas Aaen (Symmetry A/S)
With Andreas Aaen of Symmetry A/S I am happy to discuss his approach and the world of small founder-led companies. We discussed the following topics:00:00:00
How much Fred Liu is in Hayden Capital? How do you select partners?
In our conversation, Fred Liu and I covered how he has built Hayden Capital. As we had time constraints a follow-up of this conversation will
Edward Chang, how did you compound with above 30% p.a.?
Edward Chang of Pledge Capital started his fund 5 years ago. Since then he compounded money at outstanding rates. It was a pleasure for me
Why invest with VEF in Emerging Fintech? A talk with CEO David Nangle
With David Nangle I talked about the strategy of VEF – the emerging market fintech investor (formerly: Vostok Emerging Finance). We discussed the following:00:00 Introduction00:18
Is Gruppo Mutui Online the best Italian company? With Marco Pescarmona
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 are looking for an investing community? Here is Good Investing Plus
Good Investing Plus in my new community for experienced investors. You can also find this episode on YouTube:
