Per Brilioth (VNV Global): What are VNV Global’s chances in 2024?
Per Brilioth of VNV Global on Babylon’s bankruptcy, VNV’s debt, the 75% discount to NAV and the outlook for BlaBlaCar, Voi and Alva (2023 interview).
VNV Global
VNV Global brings together patient capital and network effect businesses to achieve the scale that drives profitability over the long term. VNV is opportunistic investors in business models that build strong moats.
In this tag and archives and on VNV global’s website you can learn more about this fund.
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Per Brilioth (VNV Global): What is the plan for Babylon Health stock?
Per Brilioth discussed the impact of Russia’s war in Ukraine and the investment thesis in Babylon Health stock and Voi e-scooters.
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Per Brilioth (VNV Global): The tech investor you never heard of
Per Brilioth, CEO of VNV Global, on the move from Russian oil to network-effect tech, how he picks founders and how he weighs risk and reward (2021).
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Good Investing Links: Tech & Quality Company Write-Ups
During the last weeks I found many very good Tech & Quality Company Write-Ups. Here I want to share them with you: IAC & Angis…
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Vostok New Ventures Investors Day 2018 – A report by us
Vostok New Ventures is a Swedish holding company, that invests in unlisted companies with network effects. The investments have strong exposure to the developing world….
