I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the following:
00:00 Check out Interactive Brokers https://good-investing.net/ib/
00:38 Introduction
01:21 VNV’s involvement in Russian & Ukrainian companies
02:16 Areas of investments affected by the conflict
03:50 Per’s communication with companies
05:57 A Change of strategy for the emerging markets?
07:09 Consequences for other investments
09:00 Who is selling?
11:33 Impact on NAV
13:08 Valuations in the private vs. public world
17:10 Investment breakdown
19:10 Are you turning into an “asset manager”?
24:55 Managing the portfolio
27:05 Outlook on different portfolio companies
29:50 Thoughts on SPAC listings
37:40 Babylon Health
43:20 How can Babylon win in healthcare?
47:53 AI’s challenges
50:38 Babylon’s acquisition strategy
53:17 Winning the US market
55:30 Measuring Babylon’s success
56:50 The future?
57:47 Community Exclusive: Surprises in VNVs journey: VOI
59:10 VOI’s innovations
01:02:40 VOI’s strategy to become market leaders
01:04:44 New team members
01:09:29 Growth and the corporate culture
01:13:13 New horizons
01:15:39 Closing thoughts by Per
01:17:00 Staying optimistic during change
01:20:45 Thank you & goodbye
01:21:06 Disclaimer
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