Connecting Investors & Understanding Businesses
99 episodes transcribedva-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes i...
LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christia...
Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio, he is focused on high-quality stocks.
Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset mana...
I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets.
Together with Fabian Erismann of the Earth Resource Investment Group I made a deep dive into the mining sector and its pitfalls. We also discussed how...
John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe.
Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the curren...
Baki Irmak runs the Digital Leaders Fund. At the start of this mini-series, we discuss how he manages his tech portfolio in turbulent times.
2G Energy is a German Mittelstand company that offers a solution for the Energiewende and European energy security. We had the chance to discuss the c...
The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, custo...
We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher's changing business model, the gr...
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a fol...
About You is a very interesting German company that could be a potential global fashion leader.
It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company's progress since last year.
I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the recent turmoils and their Babylon Health investment.
They are back! Ryan O'Connor and Todd Wenning have joined us to give an update on Nintendo stock and the future of the company.
Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was...
Christopher Tsai started his fund in his early 20s and is since then invested with an impressive track record. In this interview, he shared deep insig...
Marc Appelhoff is the CEO of Home24 - a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this...
