Good Investing Talks

Alex Furmanski of Union Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock. We have discussed the following: 00:00 Introducing Alex Furmanski of Unison Asset Management 00:30 Playing the long game 01:20 Who shaped Alex as an investor 03:50 Risk factors 05:15 Alex Furmanski’s goals 09:00 How Unison Asset Management differentiates itself 11:40 Getting quality for the right price 13:05 Exceptional quality 14:06 Idea generation 16:00 The research process 17:30 Learning from investment mistakes 19:10 Check out GI Plus 19:45 Deere & Company stock – A case for the company 27:14 The holding horizon for Deere & Company 27:52 The ideal investment thesis 30:05 Portfolio construction 32:15 Is it an anxious strategy to portfolio building? 33:50 Thank you 34:00 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 = * Why do you like Deere & Company stock, Alex Furmanski of Union Asset Management? appeared first on Good Investing - Understanding businesses & Connecting investors.

Brett Gardner, the author of Buffett’s Early Investments (get it here: https://amzn.to/42Mld5Y *) joined us to discuss his book. We have discussed the following: 00:00 Introducing Brett Gardner – author of Buffet’s Early Investments 00:36 How to meet Brett at the BRK AGM 2025 in Omaha 01:16 The early reception of the book 02:18 How does the book fit into the line-up of all the Berkshire Hathaway books? 04:20 What to expect from reading it 05:17 Writing for value investing nerds 07:26 Parts of the Buffet story that didn’t make the cut 08:38 Brett’s favourite Buffett investments 11:45 Join Good Investing Plus 12:41 What Brett learned about himself while writing 14:50 Insights into the publishing process 17:30 The difficulties of writing & publishing a book 19:50 The time needed 21:06 How to gain traction on Amazon 21:50 Is writing a book about investing worth it? 23:55 Closing thoughts 24:30 Reach out to Brett via brett@buffetsearlyinvestments.com 25:02 Disclaimer goodinvesting #investingbook #buffettbook 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 to learn from Buffett’s Early Investments, Brett Gardner? appeared first on Good Investing - Understanding businesses & Connecting investors.

Ryan O’Connor of Crossroad Capital joined us to discuss Nintendo’s new Switch 2 console and its impact on the stock. We have discussed the following: 00:00 Introducing Ryan O’Connor, the $NTDOY expert 00:38 The Nintendo Switch 2 announcement 05:45 How Nintendo master the art of leaning into the right thing 15:55 AAA games: Where the Switch 2 improves on the base Switch 25:25 The Switch 2 pricing 31:30 Nintendo will continue to deliver 33:20 Join Good Investing Plus 33:40 Early sales indicators 37:55 The 5-year perspective for the Nintendo Switch 40:55 Game selection through the historic lens 44:40 Integrating third-party games into the Nintendo ecosystem 49:22 Closing thoughts 53:00 Thank you 53:15 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 = * Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? appeared first on Good Investing - Understanding businesses & Connecting investors.

It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat! We have discussed the following: 00:00 Introducing Alejandro Yela – The Hermit 00:40 Thinking as a hermit 01:35 Alejandro’s investment approach 03:30 Avoiding value traps among small companies 06:26 What ‘The Hermit’ does particularly well 08:00 What’s the endgame? 10:30 Alejandro’s goals and achievements outside of investing 13:14 Idea generation 15:10 The research process 16:42 Good Investing Plus 17:15 Liquidity 19:40 The biggest investment mistake 23:00 Cardlytics 30:35 Differences in EU and US regulations 32:34 Holding on through volatility 34:00 Portfolio construction 39:20 Closing thoughts by Alejandro 41:30 Thank you 41:40 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 = * Why do you like Cardlytics stock, Alejandro Yela of The Hermit? appeared first on Good Investing - Understanding businesses & Connecting investors.

Alex Morris of TSOH Investing joined us to discuss his new book “Buffett & Munger Unscripted”. You can get it here: https://amzn.to/4iPCtOE We have discussed the following: 00:00 Introducing Alex Morris 01:07 Why write another book about Berkshire Hathaway? 03:38 How interested investors should read “Buffet & Munger – Unscripted” 04:42 Who the book is for 06:21 The most surprising responses to the book release 07:45 Warren Buffett’s and Charlie Munger’s work 09:22 Topics that didn’t make it in the book 11:15 Alex’s favorite parts of Berkshire Hathaway’s story 14:24 The telematics case & Berkshire’s reaction 17:41 Join Good Investing Plus 18:15 The process of writing: The finish line is not the finish line 21:12 What keeps Alex going while writing 25:00 Closing thoughts & thank you 25:45 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 to learn from Buffett & Munger Unscripted, Alex Morris? appeared first on Good Investing - Understanding businesses & Connecting investors.

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre. We have discussed the following: 00:00 Episode overview 01:05 Introducing Lucy Chou & Luna Partners 02:10 Why did you start an investing firm? 05:00 What differentiates Luna Partners? 08:30 Staying sane 10:10 Luna Partners’ goals 12:35 Lucy Chou’s long-term vision 14:00 The importance of relationships 17:46 Join Good Investing Plus 18:30 „Value investing with a twist“ 22:25 Examples for transformers, cyclical, shooters & compounders 23:30 Lucy Chou’s Research process 24:35 Investment mistakes & process changes 31:20 Mercado Libre 36:30 Why MeLi among all other e-commerce platforms, Lucy Chou? 40:00 Thoughts on the financial side of Mercado Libre 44:30 Analyzing management 46:45 Lucy Chou on Portfolio construction 50:37 Closing thoughts 51:47 Thank you 51:55 Disclaimer goodinvesting #mercadolibre #meli 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 = * Why do you like Mercado Libre, Lucy Chou (Luna Partners)? appeared first on Good Investing - Understanding businesses & Connecting investors.

Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case. We have discussed the following: 00:00 Podcast Preview 01:00 Introducing Jackson Zhu 01:33 Jackson’s oil investment in 2020 05:45 Experiences from being an allocator 07:20 Learnings 13:28 The goal of his fund 15:12 Jackson Zhu’s investing style 16:40 “Certainty” 23:07 Join Good Investing Plus 24:10 Jackson Zhu’s Research process 30:03 The difference between being a private and a professional investor 38:30 Door Dash 50:20 When to sell Door Dash 52:00 Portfolio construction 01:02:02 Closing thoughts 01:04:10 Thank you 01:04:28 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 = * Why do you like DoorDash, Jackson Zhu (Square Street Capital)? appeared first on Good Investing - Understanding businesses & Connecting investors.

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you: 00:00 Podcast preview 01:14 Introducing Pieter Slegers 02:20 The start of Compounding Quality 06:50 Growing on Warren Buffett’s shoulders 09:45 Growing through engagement 12:15 Learning & following ones passion 15:50 Check out the Plus community 16:30 A typical day 22:40 Productivity hacks 24:00 Turning a passion into a business 32:45 Love what you do 36:20 Growth since the beginnings 40:35 Going all-in 44:30 How to build a skill set 51:30 The dead-ends while experimenting 56:10 Becoming a public persona 59:40 Pieter’s immense output 01:04:08 Addressing a broad audience 01:05:19 Outlook for the future 01:07:40 Closing thoughts 01:08:42 Thank you 01:09:20 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 = * How did you grow Compounding Quality to 440,000 followers? appeared first on Good Investing.

Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book https://amzn.to/4dMEl7q In the podcast, we have discussed the following: 00:00 Highlights to look forward to 01:13 Introducing Simon Kold 04:14 The ideal reader for “On the Hunt for Great Companies” 05:30 Implementing the ideas of the book 09:38 Types of investing books 10:56 Offending certain types of investors 13:29 Surprises for the readers 15:10 Company examples: Apple, Berkshire and more… 20:15 Identifying greatness in a company 24:20 Thought patterns in evaluation that can make investment decisions go wrong 25:30 Check out GI Plus 26:12 Popular myths 29:30 Passion 33:45 Things to look for in a company 38:00 Change for Simon 40:50 On writing 42:45 Closing thoughts & recommendation 44:05 Goodbye 44:45 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 can I learn from “On the Hunt for Great Companies”? appeared first on Good Investing.

We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market. We have discussed the following: 00:00 Highlights 00:51 Introducing Will Kim 02:38 Stepping away from the corporate world to play the investing game 04:49 Learnings from the early career 06:19 The goals of investing 07:36 The style of investing 10:33 Inspiration for the investment strategy 12:03 The ideas for the portfolio 13:40 The research process 15:01 Assessing high quality 16:56 Investment mistakes to avoid with the example of Upwork 22:01 Learnings after years of investing 23:21 Nvidia stock 29:34 When to sell 30:13 Portfolio construction 32:52 What sets Will’s process apart 35:08 Airbnb stock 38:10 Why it’s difficult to copy Airbnb 42:14 The research process with Airbnb 46:28 The exit strategy at Airbnb 47:16 Closing thoughts 48:29 Goodbye 48:44 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 = * Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? appeared first on Good Investing.

Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast! We have discussed the following: 00:00 Preview 00:52 Introducing Xin 01:27 Investing in China now compared to the past years 02:15 Why China is paradise for value investors currently 06:55 Data availability today 10:11 How to make money in a market like China 16:20 Observations on the market 20:57 Finding a good company 26:38 Criteria to build on an idea 28:40 Portfolio structure 30:33 Value through shorting 36:10 Coneo Group 45:27 Join GI Plus 45:50 When to sell 48:33 Andon Health 56:22 Dealing with competence 01:00:34 Closing thoughts 01:01:43 Goodbye 01:02:00 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 = * Why do you like Andon Health + Coneo Group, Xin Wu (Banyan)? appeared first on Good Investing.

It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast! We have discussed the following: 00:00 Podcast Preview 01:30 Introducing Dan Rupp 01:51 Why invest in Asia now? 05:36 Defining „Asia“‘s geography 07:37 Why go active instead of passively investing Asia 13:17 Where are the best opportunities? 16:26 Holding period in a volatile market 21:04 Patterns that offer opportunities 24:37 Check out GI Plus 25:08 Portfolio construction in the Asian market 27:40 Things to avoid 30:25 Dan’s thoughts on portfolio size 33:15 Finding the best opportunities 35:40 Case study of Haier 44:27 Why start a fund? 50:20 Meaning behind „Parkway“ 51:29 Closing thoughts 52:25 Thank you 52:35 Disclaimer goodinvesting #asia #investinginasia 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 = * Why do you like Haier D shares, Dan Rupp of Parkway Capital? appeared first on Good Investing.

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Podcast Preview 00:42 Introducing Dede Eyesan 01:27 Starting out in the fund industry 03:41 How to stay focussed on making money 05:17 What do you look for in a stock? 06:40 What does Jenga Investment Partners stand for? 08:45 What investments are you passionate about? 13:27 What makes you change your mind? 14:51 Where do the ideas for investments come from? 16:30 Where a lot of time goes into 17:51 Investment mistakes 20:00 Development after 5 years 21:46 Checkout GI Plus 22:25 What problems is Alpha Group International PLC stock solving? 28:12 Research process 31:28 Thesis creep: When the thesis changes… 34:23 Dede Eyesan’s Exit strategy 36:00 Why did you start a fund, Dede Eyesan? 39:40 What makes the fund different 43:35 Struggles as a young fund manager 45:30 Framework for portfolio construction 48:25 Meta thougths 51:09 Closing thoughts 51:35 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 = * Why do you like Alpha Group International PLC, Dede Eyesan? appeared first on Good Investing.

It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Podcast preview 00:53 Introducing Sam Hollanders 03:30 What does Chess Capital stand for? 06:27 Starting out in the Photoshop business 09:09 Why start a fund? 12:12 Bringing value to the marketplace 16:06 The competitive advantage 18:25 Investment strategy 22:07 Investments that Sam is passionate about 26:45 The most “boring” investment framework 29:08 Check out Gi Plus 29:40 Reasons not to invest 31:40 Turning an idea into an investment 36:20 What has changed in the past 5 years? 37:30 What does Cake Box Holdings PLC do? 43:30 How to be sure Cake Box Holdings PLC is not a fraud 48:48 Sam Hollanders’ Exit strategy 49:50 Framework for portfolio construction 55:25 Closing thoughts 56:15 Goodbye 56:30 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 = * Why do you like Cake Box Holdings PLC, Sam Hollanders? appeared first on Good Investing.

It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Preview for the episode 00:40 Introducing Theron de Ris 03:03 The early impressions 04:50 Understanding Eschler 07:12 What Sorengo Partners stands for 09:40 The investing philosophy of Sorengo Partners 16:42 Typical investment cases 21:52 Check out GI Plus 22:30 Special situations 25:15 The research process 27:30 Changes over the past 5 years 29:00 Theron de Ris on identifying the steps in the cycle 31:30 Larger holdings in the fund 32:40 Jet2Airways 39:45 Patience 41:00 Learnings from helping fund managers 42:30 Things that can go wrong 44:00 Why did you start a fund, Theron de Ris? 47:00 Theron’s competitive advantage as a fund manager 48:00 Portfolio construction 51:50 Closing thoughts 52:10 Thank you 52:22 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 = * Why do you like Jet2Airways stock, Theron de Ris? appeared first on Good Investing.

Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following: 00:00 Podcast preview 00:58 Introducing Petra Capital 02:34 Is South Korea the winner of the US-China conflict? 05:59 Investing atmosphere in the past 2 years 08:12 Friendly activism 09:38 Competition within Korea 13:46 Example company: Hyundai Motor Company GDR stock 17:55 Example company: Youngone Corp stock 20:03 Export orientation 22:27 Idea generation 28:45 How entrepreneurial is Korea? 31:49 Check out GI Plus 32:29 Research process and K-Pop 37:20 Portfolio construction 39:55 Resilience of the portfolio 42:00 Closing thoughts 49:23 Thank you 49:30 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 = * Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital? appeared first on Good Investing.

In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-meeting-2024-the-reunion/ 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 = * Tom Gayner on the Markel Brunch and the Reunion 2024 appeared first on Good Investing.

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following: 00:00 Introduction to Chris Waller 01:30 Investments Chris Waller is excited about 05:20 What is his strategy? 07:30 Chris Waller’s circle of competence 10:12 Reflecting on Naked Wines 12:45 Finding industry experts 14:38 When to stay away from investing 17:00 Governance 21:20 Terravest investment case 27:56 Terravest’s holding period 31:00 Potential risks with Terravest 33:00 Why Chris became a fund manager 36:52 Check out GI Plus 37:30 Value Investing 39:00 The competitive edge of Chris as a fund manager 41:30 Portfolio construction 44:20 Closing thoughts 45:50 Thank you 46:10 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 = * Chris Waller, why does Plural Investing own TerraVest stock $TVK? appeared first on Good Investing.

In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Helpful services for investors ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/ TIKR – great data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Newsletter & legal ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Imprint: https://www.good-investing.net/imprint/ Disclaimer: https://good-investing.net/imprint/disclaimer/ 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. Affiliate Link = * The Complete Financial History of Berkshire Hathaway (Adam Mead) appeared first on Good Investing.

In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following: 00:00 Intro 00:35 Welcome to part 2 of the ABO Wind video 01:00 From ABO Wind to ABO Energy 02:00 Becoming a global player in renewables 05:25 Understanding ABO Wind’s markets 07:03 Political shifts 08:20 The most attractive markets 10:25 How to navigate risk in a regulated markets 11:05 The challenging markets 14:30 Learnings from new market entrants 16:15 Patience 18:04 Bottlenecks for ABO Wind 19:30 Margins in the different markets 21:20 The Role of Europe for ABO Wind 24:20 Costs of a megawatt 27:30 The hydrogen pipeline 33:07 Check out GI Plus 33:35 Valuing the hydrogen pipeline 36:03 The battery pipeline 40:00 Valuing the battery pipeline 40:51 Future growth 43:45 Closing thoughts 44:40 Thank you & goodbye 45:00 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 ABO Wind’s best markets, CEO Karsten Schlageter? appeared first on Good Investing.