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
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