Episodes

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:

Felix Gode is a good investor with a focus on small and mid-caps from German-speaking countries. We had the pleasure to discuss his strategy and two investments. Here you can find the current investments of Felix: https://www.alpha-star-aktienfonds.de…. Here are the topics discussed: Here are the topics discussed:00:00 Introduction01:07 Disclaimer01:24 What is “fun” in investing in…

These are the topics discussed:
0:00 Intro
1:07 How do you see Worm Capital in 5 years?
3:35 A shoutout to Stream
4:38 Value vs Growth – how Worm Capital sees it
7:51 Why Arne couldn’t participate in the interview
9:30 What Dan and Eric’s are doing at Worm Capital
15:28 How to filter noise and signal
18:15 What does Worm Capital’s new approach mean?
23:43 What kind of companies do they like to invest in
26:39 What role does historical data play for you?
30:57 The top sectors in Worm Capital’s focus
33:19 What gives you confidence?
35:53 Are you shorting in the energy sector? And also why you are shorting?
40:16 Why the effort of shorting?
41:24 What are the principles of your company?
46:36 How does digging work
49:55 What digging you did for the big positions for Tesla?
57:07 What else is misunderstood in Tesla?
1:03:09 Where did you get an idea to invest in Spotify?
1:06:12 What options could become real businesses at Spotify?
1:07:40 Why do you prefer Spotify instead of the music labels?
1:08:45 How much the self-disruption is embedded in the DNA of Worm Capital?
1:11:17 Something to add?

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 2010’s portfolio09:12 Divest oil12:06 Relearning & unlearning14:27 Going global17:53 Building a global network19:19 The change in the shareholder base22:18 Investing as a listed company in…

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 02:06 3 songs for Markel – playlist: https://www.youtube.com/watch?v=s3Q80mk7bxE&list=PL2jGs_PC8EQXIVlbHKMc08KEU7G2JXWAk 05:25 2020 06:40 The capital raise in May 2020 08:01 Structural changes in 2020 09:36 Measures for…

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 The start 00:00:16 Penguins and lions 00:03:18 Rudi’s career as a grain trader 00:07:44 Learning from negotiating with farmers 00:10:09 Why investing? 00:14:11 Desert Lion’s…

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 this talk. We also discussed his investment in Fortnox. This episode of Good Investing Talks is supported by MIT Investment Management Company. MITIMCo manages the…

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 disclaimer03:01 The impact of growth on Naked’s business05:09 Nick’s move to the USA07:05 Scale09:34 Scale and Social Media11:32 The competitive advantage of scale13:54 Scale and…