Episodes

Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was recorded before the Russian invasion of Ukraine. So, we don’t facto the recent developments in. We discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Introduction00:52 Crisis’…

Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In this interview, he shared deep insights from his 20+ year investing career. We also talked about the overlap between investing and art. We have discussed the following:00:00 Check out In Practise: https://inpractise.com/?utm_source=tilmanvideo200:35 Who is Christopher Tsai?00:47…

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 that is currently heavily shorted. We discussed the following topics:00:00 Check out Interactive Brokers: https://good-investing.net/ib/ *00:37 Introduction: Who is Marc Appelhoff?01:26 Three Reasons to be bullish about the…

William Oliver and William Barnes run In Practise – a service for expert interviews. In this conversation, we took some time to talk about the art of interviewing. We discussed the following:00:00 What to expect00:28 Introduction01:50 Beginnings of InPractise05:50 Thousands of interviews06:40 How does In Practise help investors10:00 Inspiration from other businesses, e.g. Netflix14:28 Choosing…

Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital run the Gehlen Braeutigam Value HI funds. The fund is specialised on European small and midcaps. We discussed the following topics:00:00 Check out Interactive Brokers: https://www.good-investing.net/ib/ *00:35 Introduction01:25 A Europe-focussed fund06:15 Learning at Barclays10:05 Daniel’s early investments11:25 Launching a fund and making mistakes14:15 Learnings16:35 Return-orietnation or…

Philipp Haas just launched his fund, but before that, he had an impressive track record and shared a lot of his investing knowledge publically via his YouTube channel https://www.youtube.com/c/InvestresearchNet. In our talk we discussed the following topics: 00:00 Check out Interactive Brokers: https://www.good-investing.net/ib/00:38 Introducing Philipp Haas02:13 The fair PE06:34 Trend/momentum investment08:18 Transparency & capability of…

Check out In Practise: https://to.inpractise.com/3C5Frbq * With Joe Frankenfield of Saga Partners I have discussed the following topics: 00:00 Check out In Practise: https://to.inpractise.com/3C5Frbq00:37 Introduction00:49 Joe Frankenfield’s first steps in money management08:30 Is investing gambling?09:50 Being based in Cleveland12:00 Setting up Saga Partners for long-term investments15:00 The ideal investor17:45 Philosophy of Saga Partners19:45 The boat20:10…

Try Interactive Brokers: https://www.good-investing.net/ib/ * Alex Kopel has left his high-paying Wallstreet job to found Rowan Street Capital together with Joe Maas. There he focuses on investing in high-quality businesses and great returns. In our conversation we discussed the following: 00:00 Learn more about Interactive Brokers https://www.good-investing.net/ib/ *00:38 Who is Alex Kopel?00:48 Frustration with the…

South Korea is an interesting country to invest in. With the experts of Petra Capital, I had the chance to do a deep dive into this market. We discussed the following:00:00 Introduction00:30 Habital land of South Korea03:00 Effects of high density04:18 Infrastructure in South Korea06:30 Korea’s economic history07:10 Shift to technology08:47 Relation between South and…

This is the final part of our discussion about the future of Spotify. Here you can find all episodes: https://www.youtube.com/playlist?list=PL2jGs_PC8EQV9xbT-Y7l3X5Wl9-RlQ4AC In this discussion with Jeremy Deal and Sleepwell Capital we have covered the following points:00:00 Spotify Series overview00:50 Spotify’s partnership strategy01:50 Paying artists in emerging markets05:15 The car Thing07:30 Recommendations, discoveries & engagement11:30 Spotify’s edge…