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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 Bring…
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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 inv…
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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 U…
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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-mee…
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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 circl…
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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 communit…
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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 Understan…
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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:…
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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 wit…
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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 busin…
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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 sma…
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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…
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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 1…
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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 Pa…
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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 07:0…
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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 …
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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. We have discussed the following: 00:00 Welcome 00:27 Disclaimer 00:40 Introducing Joshua Collinsworth 02:06 L…
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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/ We have discussed the following: 00:00 Teaser 00:26 Good Investing Talks Intro 01:10 What were your best in…
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It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel’s reputation. We have discussed the following: 00:00 Introduction 01:05 Introducing Tom Gayner 01:50 Describing the market with music 06:57 “Touring” to bu…
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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 i…
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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:…
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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…
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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 prac…
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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…
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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 R…
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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/sup…
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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/suppor…
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va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out Wise* ► https://good-investing.net/wise/ Apply to Plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.n…
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Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting Apply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future plans of the German …
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Apply to Plus: https://good-investing.net/plus/ Check out our sponsor: https://good-investing.net/ib/ * Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (https://www.dataroma.com/m/holdings.php?m=VFC) he is focussing on high-quality stocks. In our interview, you can get to know his high-quality a…
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Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach. In our discussion we have discussed the following: 00:00 Check out Interactive Brokers @ https://g…
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I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Introducing Irakli Gilauri of Georgia Capital 02:45 Post-Soviet-Georgia in the 1990s 06:51 Starting to…
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A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining. Together with Fabian Erismann of the Earth Resource Investm…
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John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:39 Who is John Zolidis? 02:47 Focussing on retail & restaurants 05:03 Tracking the US consumer …
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Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the current volatile market. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Introduction to Daniel Kröger 02:57 Observations on the German vs. US t…
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Baki Irmak runs the Digital Leaders Fund. At the start of this mini-series, we discuss how he manages his tech portfolio in turbulent times. We have discussed the following: 00:00 Intro to the mini-series 00:22 Check out Interactive Brokers @ https://good-investing.net/ib/ * 01:00 Introducing to Baki Irmak 03:55 Dotcom crash vs. today’s crisis 09:2…
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2G Energy is a German Mittelstand company that offers a solution for the Energiewende and European energy security. We had the chance to discuss the company’s technology with Friedrich Pehle. In our interview we discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Who is Friedrich Pehle? 01:30 The en…
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The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention, marketing, and the powerful potential of Scayle. Here is the first interview: https://www.good-investing.net/podcast/2022/05/tarek-mueller-about-you/ Here are all our topics: 0…
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We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are the topics we have discussed: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 What does Focus Entertainment do? 00:5…
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VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Introducing David Nangle 01:00 Competitiveness in …
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About You is a very interesting German company. The team around the founder Tarek Müller wants to build a European and German leader in the fashion e-commerce space. In my interview with Tarek, we have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:37 Who is Tarek Müller? 02:00 About You’s foundin…
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It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following: 00:00 Check out In Practise: https://to.inpractise.com/3C5Frbq 00:36 Introduction 01:37 Naked Wines’ growth framework 04:39 What’s the staff-to-growth ratio? 07:15 Where is the biggest challeng…
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I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the following: 00:00 Check out Interactive Brokers https://good-investing.net/ib/ 00:38 Introduction 01:21 VNV’s involvement in Russian & Ukrainian companies 02:16 Areas of investments affected by the conflict 03:50 Per’s communication with companies 05:57 A Change of …
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They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf We have discussed the following topics: 00:00 Check out Interactive Brokers @ https://…
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Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was recorded before the Russian invasion of Ukraine. So, we don’t facto the recent developments in. We discussed the following topics: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ …
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Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In this interview, he shared deep insights from his 20+ year investing career. We also talked about the overlap between investing and art. We have discussed the following: 00:00 Check out In Practise: https://inpractise.com/?utm_source=tilmanvi…
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Marc Appelhoff is the CEO of Home24 – a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this business that is currently heavily shorted. We discussed the following topics: 00:00 Check out Interactive Brokers: https://good-investing.net/ib/ * 00:37 Introduction: Who is Marc Appelhoff? 01:26 Th…
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William Oliver and William Barnes run In Practise – a service for expert interviews. In this conversation, we took some time to talk about the art of interviewing. We discussed the following: 00:00 What to expect 00:28 Introduction 01:50 Beginnings of InPractise 05:50 Thousands of interviews 06:40 How does In Practise help investors 10:00 Inspirati…
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Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital run the Gehlen Braeutigam Value HI funds. The fund is specialised on European small and midcaps. We discussed the following topics: 00:00 Check out Interactive Brokers: https://www.good-investing.net/ib/ * 00:35 Introduction 01:25 A Europe-focussed fund 06:15 Learning at Barclays …
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Philipp Haas just launched his fund, but before that, he had an impressive track record and shared a lot of his investing knowledge publically via his YouTube channel https://www.youtube.com/c/InvestresearchNet. In our talk we discussed the following topics: 00:00 Check out Interactive Brokers: https://www.good-investing.net/ib/ 00:38 Introducing P…
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