Good Investing Talks

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, customer cohorts, retention, marketing, and the powerful potential of Scayle.

We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher's changing business model, the growing pipeline, and upcoming, exciting games.

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 follow-up discussion with CEO Dave Nangle.

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 recorded before the Russian invasion of Ukraine. So, we don't facto the recent developments in.

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 insights from his 20+ year investor career. We also talked about the overlap between investing and art.

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 business that is currently heavily shorted.

William Oliver and William Barnes run In Practise - a service for expert interviews. Here we took time to talk about the art of interviewing.

Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital run the Gehlen Braeutigam Value HI funds. The fund is specialised on European small and midcaps.

Philipp Haas has a great public track record and shared a lot of stock knowledge on YouTube - to finally launch a fund.

With Joe Frankenfield of Saga Partners I have discussed his steps into investing and how he is approaching high-quality businesses.

Alex Kopel has left his Wallstreet job to found Rowan Street Capital. There he focuses on investing in high-quality businesses & great returns.

ve into this market.

Jeremy Deal and Sleepwell Capital discuss in the final episode of our podcast series on Spotify how the company wins the creators.

Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and his investment in the eBay stock and the Upwork stock.

This is the second part of our discussion about the future of Spotify. Enjoy!

Rom Wilson of ACM Capital has a very interesting investing journey. He learned to invest in China before starting a US-focused fund.

Renewable energies are booming. In this conversation with Karsten Schlageter, a member of the board of ABO Wind, I discussed the business model of the developer ABO Wind.

The audio market might be the last untapped opportunity in social and the internet. Spotify is well-positioned to conquer it. Here we explore the audio market and Spotify's position in it.

In this conversation with Dennis Hong, we discuss the history of ShawSpring Partners.

In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at his investment in Sea Limited.

With Andreas Aaen of Symmetry A/S I am happy to discuss his approach and the world of small founder-led companies.