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Archives: Episodes

Can Babylon Health dominate digital health, Per Brilioth (VNV Global)?

Can Babylon Health dominate digital health, Per Brilioth (VNV Global)?

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 The biggest mistakes03:42 Portfolio evolution05:09

Tom Gayner, how do you build your portfolio? A talk with the Co-CEO

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. 00:00 Introduction 01:05 MITIMCO’s message

Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?

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 discussed the following topics: 00:00:00

What are your lessons for compounding in the Nordics, Daniel Glaser?

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 investing and his approach in

Nick Devlin, what are the pains of growth for Naked Wines?

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 the following topics:00:00 Beginning and

Is Nintendo a multi-bagger? Ryan O’Connor on Todd Wenning on $NTDOY

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 will be soon in our

Is Naked Wines building a mousetrap? A chat with Rowan Gormley

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 Naked Wines and his only

Is 1 investment per year enough? Andrew Rosenblum on AHA moments

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 into investing, his approach, and

How friendship helps to find the best stocks – Dennis Hong & Fred Liu

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 discussed the following:1:03 Their single

What makes internet stocks attractive, Dennis Hong (ShawSpring)?

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 react to volatility?00:04:32 Dennis Hong,

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