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How does Stone House invest super concentrated?

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Manage episode 353857871 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Stone House Management

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

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How does Stone House invest super concentrated? appeared first on Good Investing.

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 353857871 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Stone House Management

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
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🙏🏻 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
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📶 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/

Affiliate Link = *

How does Stone House invest super concentrated? appeared first on Good Investing.

  continue reading

85 episodes

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