Good Investing Talks: Recent Episodes
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
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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/
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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 #investinginasiaJoin Good Investing Plus
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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/
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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
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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.
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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
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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.
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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
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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.
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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
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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/
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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/
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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/
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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
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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
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Transparency
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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
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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/
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What are ABO Wind’s best markets, CEO Karsten Schlageter? appeared first on Good Investing.
ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview.
We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation.
Here, we have discussed the following:
00:00 Intro
00:30 Introducing Karsten Schlageter
00:50 Transforming Abo Wind’s governance into a KGaA
09:30 Closing the KGaA transformation
10:26 The role of minority shareholders
12:27 Are you overstuffed?
17:36 The culture at ABO Wind
19:49 Onboarding of new employees
23:08 Being competitive
25:00 International knowledge exchange
26:10 Check out GI Plus
26:40 Capital allocation
30:20 Looking for the right opportunities
31:29 Capital raises
36:10 Thoughts on dividends
37:35 Check out part 2
37:45 Disclaimer
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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/
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Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? appeared first on Good Investing.
Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company.
We have discussed the following:
00:00 Recap
00:40 Introduction to part 2. Please check out part 1:
01:06 HomeToGo competitors
02:40 Smoobu competitors
06:27 The complexity of problem-solving within the business
11:00 What investors love
12:23 HomeToGo Pro
13:27 Doppelgaenger
15:15 Overlap in customers
16:45 Building on data
21:40 Please check out GI Plus
22:15 Skin in the game for Steffen
25:00 How capital is allocated
29:51 Gut feeling vs. Data-based decisions
32:23 Moon shots vs. being down to earth
33:42 Focus on mergers and acquisitions
38:56 Price development since 2021
41:15 Growth in the holiday rental market
44:00 Online vs. offline business
45:25 HomeToGo growth
48:30 Hypothetical scenario: No more marketing expenses
52:10 Outlook on the next 5 years: Revenue or profitability
54:36 Closing thoughts
55:40 Thank you
56:00 Disclaimer
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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/
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Why do you own so much stock of HomeToGo, Steffen Schneider? appeared first on Good Investing.
Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.
To better understand the change, we have discussed the following:
00:00 Teaser
00:32 Intro
00:51 The biggest challenge in the last two years
01:31 Biggest challenge at the moment
04:03 Acquiring new businesses
10:05 Check out Stratosphere
12:54 How the opportunities come up
15:42 The structure of the transactions
23:00 M&A at Gruppo Mutui
27:39 Check out Plus
28:13 How does Gruppo Mutui add value?
30:47 Differences between Italy, France & Spain, and other markets
36:19 New challenges after the acquisitions
39:00 3-5 year goals
41:12 The D&A from EBITDA
44:39 The strategy with the BPO division
46:50 Debt risks
55:37 Looking back at 2012
59:50 Reading out patterns during times of crisis
01:01:49 Understanding the revenue side
01:05:35 Thoughts on the different divisions within Gruppo
01:08:39 The brokerage market
01:11:11 Capital allocation framework
01:13:40 Creativity
01:20:55 Cashflow
01:24:37 Closing thoughts
01:26:20 Disclaimer
goodinvesting #italianstocks #gruppomutuionline
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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/
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Why is Gruppo Mutui Online so different today, Marco Pescarmona? appeared first on Good Investing.
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances.
We have discussed the following:
00:00 Intro
00:47 Introducing Steffen Schneider of HomeToGo
01:13 Reasons for considering HomeToGo in a competitive market
02:26 Customer persona A – the renter
08:06 Customer persona B – the small holiday home provider
14:35 Customer persona C – the professional rental agency
17:10 Check out GI Plus
17:50 Thoughts on volume-based models
18:50 The typical customer
22:25 Marketing efficiency
24:12 Winning in marketing
27:45 Team sizes
29:39 Conversion mistakes
31:23 Payback periods
32:20 Measuring retention
33:50 App share
35:40 App traffic
37:20 Guest relations
39:44 Testing customer referrals
44:30 How to think about Home2Go customers?
47:06 Goodbye
47:45 Disclaimer
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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/
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Can HomeToGo win in booking & SaaS, Steffen Schneider? appeared first on Good Investing.
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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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.
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
In the podcast, we talked about the following:
00:00 Welcoming Matthew Brown to the podcast
00:45 The Beginning of Matthew’s investing career
04:57 The Investment Research Management System
07:39 Reasons for using Notion
11:30 Potential users
13:40 Showcasing the system
20:30 Limits of the system
24:30 How to download the system https://www.notion.so/templates/investment-research-management-system
26:30 Learning culture
28:55 Thank you
29:30 Disclaimer
Link to access from Matthew’s page:
https://kalakauavenue.com/research-management-system
Matthew’s Notion referral link:
https://affiliate.notion.so/kalakau-avenue-notion-signup
Matthew’s referral link:
https://app.super.so/signup?ref=p8hgov
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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/
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Imprint: https://www.good-investing.net/imprint/
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Transparency
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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 = *
Matthew Brown, why have you built a free research management system? appeared first on Good Investing.
In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family.
Here you can find the first part: https://www.good-investing.net/podcast/2023/09/christopher-tsai-what-is-the-ultimate-goal-of-investing/
We have discussed the following:
00:00 Check out Part A
00:15 Chris‘ personal role models
00:42 Ruth Tsai
05:47 An early life lesson by Chris‘ father
10:45 Reaching a good size at the company
13:40 Relationship with father
24:40 Gerald Tsai Jr.
25:40 Reinvestment
29:25 Outlook on Omaha in 2024
29:40 Thank you
29:50 Disclaimer
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Enjoy the podcast transcripts: https://good-investing.net/
Helpful services 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/
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Imprint: https://www.good-investing.net/imprint/
Disclaimer: https://good-investing.net/imprint/disclaimer/
Transparency
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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.
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How have you built Tsai Capital with & against family, Chris Tsai? appeared first on Good Investing.
I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks.
We have discussed the following:
00:00 Welcoming Shaurya Gupta
00:33 Making it through the first 5 year
04:43 Starting a partnership early
06:33 Check out Stratosphere
07:00 The role of mentors
12:06 Shaurya’s goals
14:20 Gupta partnership’s style of investing
16:50 Defining quality
18:50 Mistakes & learnings
24:08 Portfolio construction
27:50 Thinking about risk
32:30 Circle of competence
40:30 Reasons to select stocks
48:00 Apply to the community
48:30 Final thoughts
49:30 Thank you
50:10 Disclaimer
The Good Investing universe
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Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
Helpful services 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/
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Imprint: https://www.good-investing.net/imprint/
Disclaimer: https://good-investing.net/imprint/disclaimer/
Transparency
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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 youngest quality manager? A talk with Shaurya Gupta appeared first on Good Investing.
We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin.
We have discussed the following:
00:00 Welcoming a special guest in our new studio
00:57 Navigating investing for 23 years
02:00 Building a client base
04:30 Chris‘ ultimate goal
05:15 The early portfolio
07:15 Taking a look at Tesla
10:30 Check out Stratosphere
11:00 Thoughts on Tesla management
13:30 Focus
16:05 Networking
18:30 Saying „No“
20:00 Inspiring people
21:29 Check out Good Investing Plus www.good-investing.net/plus
22:00 Competition
23:56 Closing thoughts
24:35 Disclaimer
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Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
Helpful services 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/
Newsletter & legal
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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
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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 = *
Christopher Tsai, what is the ultimate goal of investing? appeared first on Good Investing.
Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua's way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services.
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/
It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)
Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments.
We have discussed the following:
00:00 Teaser
00:29 Intro Good Investing Talks & Disclaimer
01:07 Introducing Thomas Triska
01:41 The regional importance of Vossloh
02:23 Comparing the European & US railway system
04:46 What highspeed train tracks
07:53 Tension clamps
09:35 Research & Development
12:57 Check out Stratosphere
13:24 Maintainance
22:10 The Chinese market & thoughts on maintenance renewal contracts
29:35 The hurdles of demographic change
32:27 Check out GI Plus
33:00 Vossloh since 2014
41:28 Climate targets and demand for products
48:38 Inflation & negotiations with partners
54:40 Backlog and investments
57:28 Goals in terms of profitability
59:37 Thinking about risks
01:04:00 Competition
01:07:51 Shareholder structure
01:09:45 Skin in the game
01:10:30 Management buying shares
01:11:20 Thank you & goodbye
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Helpful services for investors
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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/
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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
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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 = *
Is Vossloh on track to outgrow expectations, Mr. Trischka? appeared first on Good Investing.
Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital.
We have discussed the following:
00:00 Introduction
00:21 Good Investing Talks Intro
01:00 Why did you not invest in Apple?
08:37 Handling mistakes
14:00 Check out Stratosphere https://www.stratosphere.io/ and get 25% off with the code goodinvesting
14:32 Germany
19:56 China
24:03 The evil side within humans
26:50 Jordan Peterson – also see https://youtu.be/hSNWkRw53Jo
30:34 At the moment, what do you love as a Value Investor?
35:07 Thank you
The Good Investing universe
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Join the Supporters Club: https://good-investing.net/support/
Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
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
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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
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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 = *
Guy Spier, how would you invest 1 Mio $ in China? appeared first on Good Investing.
Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund.
Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can find additional information: https://www.alpha-star-aktienfonds.de/europa/
In Good Investing Plus, we have also discussed an investment idea of Marko in detail. Please apply to it here https://good-investing.net/plus/
We have discussed the following:
00:00 Fund starter intro
00:30 Welcome to Good Investing Talks
01:09 Introduction to Marko Grassmann & AlphaStar
01:55 The drive to start a new fund
02:56 AlphaStar’s approach to investing
04:27 The long-term goal
05:20 Things to look out for in investment as quality investors
08:55 Mistakes that helped Marko grow as an investor
15:23 Companies Marko avoids
19:02 Balancing value and quality
23:34 Recipe for a starting portfolio
27:21 Taking on the role of a boss
30:21 Check out GI Plus
30:54 Skin in the game
33:52 Perspective on the next 3 years
37:40 Thank you & goodbye
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Join the Supporters Club: https://good-investing.net/support/
Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
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/
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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
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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 = *
Marko Graßmann, what do you plan with the Alpha Star Europa fund? appeared first on Good Investing.
Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich.
We have discussed the following:
00:00 Teaser & Introduction
00:57 Welcome back, Guy Spier
01:33 Guy’s meditation practice
05:36 The metaphor of the drunken bar
10:24 Givers
15:20 Check out Stratosphere & Get 25% off with the code goodinvesting https://www.stratosphere.io/
15:50 “Destroying” ideas that don’t fit the portfolio
31:10 Setting up filters with the example of Turkey
38:33 Thank you
The Good Investing universe
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Join the Supporters Club: https://good-investing.net/support/
Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
Helpful services for investors
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Stratosphere – beautiful stock analysis tool: https://www.stratosphere.io/ – Get 25% off with the code goodinvesting
TIKR – great data tool : https://tikr.com/goodinvesting/
Wise – our recommended travel account : https://good-investing.net/wise/
Newsletter & Legal
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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
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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 = *
What happened to the drunk in the bar, Guy Spier? appeared first on Good Investing.
Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining.
We have discussed the following:
00:00 Introduction
01:05 Introducing Anthony Young
02:05 Disclaimer
02:12 Anthony‘s background
03:25 From metals & mining to renewables
04:52 Things to look out for in metals & mining
05:37 The impact of decarbonization
07:37 Reaching net zero and the effect on the commodity business
12:13 Remodeling the energy infrastructure
13:47 Check out Stratosphere
14:17 The volatility of renewables
17:02 Material demand in the energy transition
18:50 Other interesting metals
21:06 Book recommendations
23:30 Copper intensity
27:34 Copper intensity in housing and mobility
31:50 Comparing European and American infrastructure
32:52 Check out GI Plus
33:35 Can the supply keep up?
36:45 Working on existing mines
39:35 Outlook on future copper harvest
42:53 Ore grades
48:08 Counter arguments
50:45 The impact of the copper price on the energy transition
53:05 China’s demand
55:12 The dark sides of the industry
01:00:00 Factors to consider when investing
01:03:30 Energy input
01:06:05 Thoughts on uranium
01:07:40 Nearshoring & reshoring
01:09:41 Closing thoughts
01:12:22 Thank you
The Good Investing universe
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Join the Supporters Club: https://good-investing.net/support/
Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
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
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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
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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 = *
What chances do metals and mining offer, Anthony Young? appeared first on Good Investing.
Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their performance? The answer is surprisingly good!
We have discussed the following:
00:00 Teaser
00:12 Introduction & Disclaimer
00:41 Introducing Mark Cohen & Raphi Rabin-Havt (https://www.stonehousemgt.com/)
01:48 The name „Stone House“ & what they do differently
04:11 Turning around every stone
07:40 Mark Cohen’s background
14:37 Check out Wise* https://good-investing.net/wise/
15:20 The first years at Stone House
18:15 Tips for the younger self when building an investment business
21:55 Raphael Rabin-Havt’s background
23:37 Lessons from journalism
25:55 Changes after Raphi joined Stone House
27:40 Three strengths
31:45 Check out Good Investing Plus https://good-investing.net/plus/
32:08 Filtering through noise
36:11 Being a good portfolio manager
38:35 Finding the right kind of growth
39:27 Important metrics
41:47 Dealing with debt
43:50 Concentration
47:01 The human component in change
52:00 The long-duration game while building trust
56:49 Activism
01:01:44 Working with management
01:06:04 “Good” and “bad” crazy
01:07:31 The time between interest and investment
01:10:20 Challenging each other
01:11:33 Multiple expansion
01:15:43 Reasons for selling
01:18:00 The ideal partners
01:20:22 Closing thoughts
01:21:53 Goodbye
The Good Investing universe
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Join the Supporters Club: https://good-investing.net/support/
Apply to the Plus community: https://good-investing.net/plus/
Enjoy the podcast transcripts: https://good-investing.net/
Helpful services for investors
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TIKR – great data tool : https://tikr.com/goodinvesting/
Wise – our recommended travel account : https://good-investing.net/wise/
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Imprint: https://www.good-investing.net/imprint/
Disclaimer: https://good-investing.net/imprint/disclaimer/
Affiliate Link = *
How does Stone House invest super concentrated? appeared first on Good Investing.
Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and what he has built with Journalytic.
Apply to Plus ► https://www.good-investing.net/plus/
Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting
We have discussed the following:
00:00 Check out Wise* https://good-investing.net/wise/
00:40 Introducing Jake Taylor
02:28 Changing careers to investing
04:00 Jake’s podcasts: “5GQ – Five Good Questions” and “The Hikecast”
07:46 Getting information through books
10:50 Jake’s book: “The Rebel Allocator”
12:14 Coming up with Journalytic
16:43 Goals of Journalytic
18:53 What you can do with Journalytic
31:04 Sleep and the investment process
32:01 Upcoming features
35:45 Data Ownership
36:50 Popular functions
38:25 Implementing community feedback
40:27 Bias protection
42:12 Reflection on own habits
46:00 Leaping into a business building
47:47 Learnings about software businesses
48:48 Hiring employees
50:02 Appreciating businesses
51:38 Developing software
55:55 Data sufficiency
58:30 Closing thoughts
59:58 Thank you
01:00:52 Disclaimer
More
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Apply to the Plus community: https://good-investing.net/plus/
Join our Supporters Club: https://good-investing.net/support/
TIKR – our data tool : https://tikr.com/goodinvesting/
IB – our recommended broker : https://good-investing.net/ib/
Wise – our recommended travel account *: https://good-investing.net/wise/
Disclaimer: https://good-investing.net/imprint/disclaimer/
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Affiliate Link = *
Jake Taylor, how does Journalytic help investors? appeared first on Good Investing.
Check-out Wise ► https://good-investing.net/wise/ *
JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company.
Apply to plus ► https://www.good-investing.net/plus/
Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting
We have discussed the following:
00:00 Check out Wise* https://good-investing.net/wise/
00:40 Introduction to Dr. Sebastian Grabmaier & JDC
01:40 Why get out of bed every morning?
02:54 JDC’s history
04:30 Learnings from difficult times
06:04 Focussing on one thing
06:59 Tips for the “past self”
07:45 Re-capitalizing JDC with private money
09:40 The insurance industry
11:16 Clockspeed in the insurance industry
13:45 Early mistakes
15:10 JDC’s problem solving
16:49 The B2B2C model
20:13 Difficulty in comparing insurance companies
22:11 Onboarding insurance products
23:15 Project cycles
25:50 Saving banks
28:07 Where they earn money
32:00 Maintenance costs of the infrastructure
32:47 Room to grow
34:13 Improving with a client
35:35 Comdirect
37:00 Reasons for losing customers or change of contracts
38:00 Tenders
40:16 Having a platform that stands out
41:58 Thought experiment on Amazon
44:16 The data flywheel?
46:38 Areas to grow within the company
47:58 Digitalisation
49:47 Community Exclusive: Impacts of the pandemic
51:00 Addressing customer needs
55:12 Demographic shift within the broker industry
58:47 Example of Deka
01:01:00 Choosing a specialized broker
01:03:25 Germany within the European market
01:04:50 Expansion
01:05:45 Competition for JDC
01:06:42 A look into the future
01:11:20 The right management mindset
01:13:11 What investors look for
01:15:49 Staying ahead of the game
01:16:22 Thank you
01:16:35 Disclaimer
More
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