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.

Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.

Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.

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!

What to learn from Buffett & Munger Unscripted, Alex Morris?

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story.

What can I learn from "On the Hunt for Great Companies"?

We had the pleasure of welcoming Will Kim of Apsis Capital Management. Will is investing in trends via the stock market.

Xin Wu of Banyan Partners is an outperforming Chinese public equity's investor that many don't know. We were happy to have him!

It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast!

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners as a first-time guest on Good Investing Talks!

It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks!

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!

Could Korean stocks offer the same chance for high returns as Japanese stocks had? I discussed that with Chan H. Lee & Albert Yong (Petra Capital)

Tom Gayner on the Markel Brunch and the Reunion 2024

Chris Waller of Plural Investing joined us for the first time. Learn more about his fund & investment strategy.

The Complete Financial History of Berkshire Hathaway (Adam Mead)

In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies' ambition in renewables.

Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?

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.

It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.

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.

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.

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.

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.

It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin to discuss Tesla and more.

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 a on a new growth track that is supported by global infrastructure investments.

What is Warren Buffett's dark side he does not want to discover? Find the answer in this interview with Guy Spier.

Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can get insights into the strategy of the fund and Marko's plan with it.

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.

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.

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!

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.

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.

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.

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 company.

Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio, he is focused on high-quality stocks.

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 discussed Soo Chuen Tan's builder story and his investing approach.

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.

Together with Fabian Erismann of the Earth Resource Investment Group I made a deep dive into the mining sector and its pitfalls. We also discussed how mining could be sustainable.

John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe.

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.

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.

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.

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.