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 company.

Why is Gruppo Mutui Online so different today, Marco Pescarmona?

Jan 25th, 2024 1h 26m

It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.

Can HomeToGo win in booking & SaaS, Steffen Schneider?

Jan 19th, 2024 48m 1s

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.

What are VNV global's chances after the Babylon fail, Per Brilioth?

Dec 8th, 2023 1h 8m

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' chances.

Matthew Brown, why have you built an awesome research management system for free?

Nov 13th, 2023 26m 4s

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.

How have you built Tsai Capital with & against family, Christopher Tsai?

Oct 26th, 2023 29m 54s

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 his family.

The youngest quality manager? A talk with Shaurya Gupta

Oct 12th, 2023 50m 24s

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 hunting for quality stocks.

Christopher Tsai, what is the ultimate goal of investing?

Sep 28th, 2023 24m 40s

It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin to discuss Tesla and more.

Joshua Collinsworth, what are opportunities in health care services?

Sep 12th, 2023 52m 56s

Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua's way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services.

What is your advice for Emerging Managers, Guy Spier?

Aug 24th, 2023 44m 20s

In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/

Tom Gayner, how are you building Markel? A CEO interview

Jul 19th, 2023 56m 4s

It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)

Is Vossloh on track to outgrow expectations, Mr. Trischka?

Mar 31st, 2023 1h 11m

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 track that is supported by global infrastructure investments.

Guy Spier, how would you invest 1 Mio $ in China?

Mar 23rd, 2023 35m 18s

What is Warren Buffett's dark side he does not want to discover? Find the answer in this interview with Guy Spier.

Marko Graßmann, what do you plan with the Alpha Star Europa fund?

Mar 22nd, 2023 38m 22s

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 with it.

What happened to the drunk in the bar, Guy Spier? A talk about honesty, givers, and meditation

Mar 9th, 2023 38m 54s

Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich.

What chances do metals and mining offer, Anthony Young?

Mar 2nd, 2023 1h 12m

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 Anthony Young of Edendale Capital, focusing on metals and mining.

How does Stone House invest super concentrated?

Jan 29th, 2023 1h 21m

Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term "concentration" to a maximum. What does this mean for their performance? The answer is surprisingly good!

Jake Taylor, how does Journalytic help investors?

Jan 11th, 2023 1h 1m

Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake's background and what he has built with Journal

Can JDC Group digitize the insurance industry, Sebastian Grabmaier?

Dec 8th, 2022 1h 16m

JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company.