Archives: Episodes

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 developer ABO Wind. We discussed

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 market and Spotify’s position in

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 Running an investment firm07:50 Overcoming

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 his investment in Sea Limited.

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 – Introduction00:01:53 – The Danish

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 be posted soon. Here you

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 to talk to him about

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 “VEF – The emerging fintech

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 are the topics we have

Good Investing Plus in my new community for experienced investors. You can also find this episode on YouTube: