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 following:00:00 Intro00:15 Origin of ABO Wind01:20 Karsten Schlageter’s beginnings at ABO Wind02:57 Supporting the channel03:13 Renewable energy 20 years ago, 10 years ago &…

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 it. We discussed these topics:00:00 Introduction00:18 Who is Jeremy Deal?00:51 Who is Sleepwell?01:06 Disclosure01:35 Drivers for the audio market03:30 New audio technology07:00 Digital payments08:08 Tiktok12:25…

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 skepticism11:05 Development from day 119:20 Working on important problems22:40 The role of kindness in building ShawSpring Partners26:17 Traits of an exceptional investor31:16 ShawSpring’s (early) investors36:48…

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. 00:00 Introduction to the second part II00:45 Writing letters & opportunities from the letters05:40 Benefits from “sharing secrets”07:05 Subscribe, like & review07:25 Hayden’s edge08:45 The…

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 stock market and its companies00:03:31 – Andreas’ focus on investing00:04:20 – His early path to investing00:05:33 – Investment strategies00:06:43 – Insights on more qualitative approach…

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 can find Fred’s letters: http://www.haydencapital.com/investor-letters/. We talked about the following topics:00:00 Introducing Fred Liu00:40 SPV and preparing for new options01:38 Recommended books02:50 Input through Podcasts03:19…

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 this way into investing, his favorite stocks, and where he sees his firm in 5 years. Here you can find the work of Edward: https://www.pledge.capital/documents…

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 investor” – Why The?02:15 Competition in the emerging markets03:45 What is Fintech?05:28 Limitations of fintech07:55 Global spread of companies10:27 Cash from the perspective of a…

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 discussed:00:00 Introduction00:25 Disclaimer01:10 The challenging first years05:26 Doing business in Italy10:02 Starting new business angles19:55 The divisions within Gruppo Mutui25:47 The founders29:45 Time management31:45 Would…

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