VIDEOS

I regularly collaborate with other bloggers and Vloggers to create videos. Some of them deal with the articles and reports I have published on this website, others deal with entirely different subjects. It’s also worth checking out my collaborators’ websites.

Jens Rabe

What books to read for inspiration and education? (in German)

22 September 2019

German investment blogger Jens Rabe and I are discussing 10 books that I have come to love and appreciate. They cover a range of different areas and subjects, and the video should have something for everyone.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

In-depth discussion on analysing shares, based on the example of Gazprom (in German)

15 June 2019

How to be ahead of the crowd? That's the key question I discussed with Jens during a half-hour conversation, and centred around the example of Gazprom. This was the most fun (and most popular) talk I have done with Jens so far. If you speak German, this video is highly recommended!

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

We are looking at a European take-over target (in German)

8 June 2019

Most of the time, I analyse stocks that are great long-term investments. However, sometimes I do feature investments that have a shorter time-frame. In my latest interview with Jens in Germany, we talk about a technology company that could make us 60% in 6-18 months. As usual, we cover a lot of ground and also discuss investment analysis and investment strategies.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Sven Carlin

Deep-dive into Gazprom

28 May 2019

My Amsterdam-based colleague Sven Carlin has long shared my interest in Gazprom. We sat down for a 40-minute chat about some of the lesser-known aspects of the company, and why they could soon drive the share price yet higher. This video provides a taster of the two in-depth Gazprom reports that I have published in my Members' section.

Sven’s fast-growing YouTube channel, which has grown from 0 to 40,000 followers in less than two years, is available here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

Meet-up in Monte-Carlo to discuss SBM shares (in German)

25 May 2019

My German investment buddy Jens happened to be in Monaco at the same time that I was carrying out research there. We sat down in a street-side cafe to talk about the Société des Bains de Mer ("SBM"), the legendary Paris-listed company that owns vast amounts of real estate and trophy businesses in the Principality. You, too, could own a piece of Monaco real estate through SBM! The video is in German. 

Jens' popular German YouTube channel is available here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Sven Carlin

Discussing our current European Takeover Target

29 April 2019

Sven Carlin used to teach finance at university, but nowadays spends 100% of his time on his fast-growing, popular YouTube investment channel. He is a value investing expert who has both a PhD and a published book to his name. In this video, Amsterdam-based Sven and I discuss an opportunity in the European takeover arena. Is it "The Best Trade of 2019"? You be the judge!

You can find Sven Carlin's YouTube channel here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

Talk show with Swen Lorenz (in German)

25 April 2019

German options strategist, Jens Rabe, shares my philosophy of seeking out companies that are undervalued, and where a catalyst of some kind is likely going to lead to a higher valuation. I sat down with him to talk through the investment case of Porsche SE / Volkswagen. Jens’ studio is a short distance from a Volkswagen plant, so I faced some well-informed, critical questions!

For anyone interested in options strategies, Jens’ German-language website is: www.optionsstrategien.com

Jens Rabe

Talk show with Swen Lorenz (in German)

20 April 2019

Jens Rabe is Germany’s leading expert for option strategies, and he is an old friend who has a similar approach to investing. To kick off a regular series of talk shows, we sat together in his office for this 45-minute background chat. New, shorter videos about specific investment ideas and themes will follow every month.

His German-language website for anyone interested in options trading: www.optionsstrategien.com