Episod 260 - Investmentbolaget VNV Global uppdaterar oss ...

What this episode covers

I detta avsnitt gästas jag av VNV Global och VD Per Brilioth. Han gästade senast i augusti ifjol och sedan dess har otroligt mycket hänt. Tillväxtbolag har åkt in i frysboxen med temperaturen inställd på permafrost, kriget i Ukraina har satt skräck i marknaden och den skenande inflationen får centralbankerna att höja räntor och sänka värdet på tillväxtbolag med vinsten långt in i framtiden. Mitt i allt detta kan man fundera kring... hur ser Per på börsen just nu? Bolaget handlas till en substansrabatt på 68% och aktien har tappat -81% sedan toppen. Men vad har egentligen hänt? Hur har de underliggande portföljbolagen utvecklats operationellt? Hur ska de sysselsätta kassan? När når bolagen lönsamhet? Det och mycket mer i detta fullspäckade avsnitt. Har du inte lyssnat på avsnittet från ifjol så rekommenderar jag att du börjar med det. Du hittar det här https://soundcloud.com/investeraren/episod-210-investmentbolaget-vnv-global-och-vd-per-brilioth Delikat lyssning och avkastning på dig! Nicklas

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Frequently Asked Questions

How long is this episode of Investerarens Podcast?

This episode is 1 hour and 10 minutes long.

When was this Investerarens Podcast episode published?

This episode was published on September 21, 2022.

What is this episode about?

I detta avsnitt gästas jag av VNV Global och VD Per Brilioth. Han gästade senast i augusti ifjol och sedan dess har otroligt mycket hänt. Tillväxtbolag har åkt in i frysboxen med temperaturen inställd på permafrost, kriget i Ukraina har satt skräck...

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