With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health. We discussed the following: 00:00 Introduction01:31
Archives: Episodes
Tom Gayner, how do you build your portfolio? A talk with the Co-CEO
I had the pleasure to do an interview with Tom Gayner of Markel. Here you can find the video: Here you can find Markel’s portfolio.
Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. We
What are your lessons for compounding in the Nordics, Daniel Glaser?
Daniel Glaser of River Oak Capital is an outstanding global investor with a strong focus on the Nordics. He walked me through his journey into
Nick Devlin, what are the pains of growth for Naked Wines?
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. We discussed
Is Nintendo a multi-bagger? Ryan O’Connor on Todd Wenning on $NTDOY
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. The transcript
Is Naked Wines building a mousetrap? A chat with Rowan Gormley
I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. We have discussed the following (Important. Rowan has retired from
Is 1 investment per year enough? Andrew Rosenblum on AHA moments
Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat about his way
How friendship helps to find the best stocks – Dennis Hong & Fred Liu
In this livestream Fred Liu (Hayden Capital) and Dennis Hong (ShawSpring) answered many questions from our audience. Here you can find the transcript: https://www.good-investing.net/2020/10/24/dennis-hong-fred-liu/ We
What makes internet stocks attractive, Dennis Hong (ShawSpring)?
With Dennis Hong (ShawSpring) I discussed the following topics:00:01:44 What quality dog brings to someone who invests on the stock market?00:03:01 So how does dog
