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

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Manage episode 388228167 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Per Brilioth (VNV Global)

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.

We have discussed the following:
00:00 Welcoming Per Brilioth
01:19 Getting through volatile periods
03:49 What went wrong with Babylon?
05:40 Learnings from Babylon bankruptcy
11:05 Portfolio construction moving forward
12:11 Ad: Check out Stratosphere
12:40 Thoughts on the bonds
20:45 Scaling and downsizing VNV’s team
23:35 How the portfolio companies weather the storm
28:00 Outlook for BlaBlaCar
36:37 Outlook for Voi
44:30 Outlook for Alva
51:30 Capital allocation
54:30 Check out Good Investing Plus
55:10 Providing benefits besides money for companies
59:00 Shareholder expectation
01:04:20 Closing thoughts
01:07:30 Thank yous
01:08:30 Disclaimer

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

What are VNV Global’s chances after the Babylon fail, Per Brilioth? appeared first on Good Investing.

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 388228167 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Per Brilioth (VNV Global)

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.

We have discussed the following:
00:00 Welcoming Per Brilioth
01:19 Getting through volatile periods
03:49 What went wrong with Babylon?
05:40 Learnings from Babylon bankruptcy
11:05 Portfolio construction moving forward
12:11 Ad: Check out Stratosphere
12:40 Thoughts on the bonds
20:45 Scaling and downsizing VNV’s team
23:35 How the portfolio companies weather the storm
28:00 Outlook for BlaBlaCar
36:37 Outlook for Voi
44:30 Outlook for Alva
51:30 Capital allocation
54:30 Check out Good Investing Plus
55:10 Providing benefits besides money for companies
59:00 Shareholder expectation
01:04:20 Closing thoughts
01:07:30 Thank yous
01:08:30 Disclaimer

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

What are VNV Global’s chances after the Babylon fail, Per Brilioth? appeared first on Good Investing.

  continue reading

85 episodes

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