Connecting Investors & Understanding Businesses
99 episodes transcribedWhy is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the comp...
It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.
We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon's bankruptcy and the portfolio companies' c...
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher's heritage and what lessons he could learn from h...
I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is...
It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin to discuss Tesla and more.
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua's way into the investing field. Furthermore,...
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builder...
It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)
Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be a on a new growth trac...
What is Warren Buffett's dark side he does not want to discover? Find the answer in this interview with Guy Spier.
Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can get insights into the strategy of the fund and Marko's plan wit...
Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasur...
Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anth...
Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term "concentration" to a m...
Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for...
JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmai...
