Good Investing Talks

Follow Good Investing Talks
Share on
Copy link to clipboard

This is the podcast of the Good Investing Center. Here you can find our Good Investing Talks in an audio format. We originally produce our content as video. Here you can find all the videos: https://www.youtube.com/channel/UC5Z-C01O2VlpeD1rMs_HS2Q

Good Investing


    • May 6, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 1h 2m AVG DURATION
    • 99 EPISODES


    Search for episodes from Good Investing Talks with a specific topic:

    Latest episodes from Good Investing Talks

    Why do you like Deere & Company stock, Alex Furmanski of Union Asset Management?

    Play Episode Listen Later May 6, 2025 34:33


    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.

    What to learn from Buffett's Early Investments, Brett Gardner?

    Play Episode Listen Later Apr 28, 2025 25:32


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

    Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?

    Play Episode Listen Later Apr 21, 2025 53:43


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

    Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

    Play Episode Listen Later Apr 17, 2025 42:09


    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?

    Play Episode Listen Later Mar 31, 2025 26:08


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

    Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

    Play Episode Listen Later Feb 19, 2025 52:25


    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)?

    Play Episode Listen Later Feb 12, 2025


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

    How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers?

    Play Episode Listen Later Dec 18, 2024 69:53


    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"?

    Play Episode Listen Later Oct 24, 2024 44:53


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

    Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?

    Play Episode Listen Later Oct 17, 2024 49:16


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

    Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)?

    Play Episode Listen Later Jul 9, 2024 62:30


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

    Why do you like Haier D shares, Dan Rupp of Parkway Capital?

    Play Episode Listen Later Jun 28, 2024 53:04


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

    Why do you like Alpha Group International PLC, Dede Eyesan?

    Play Episode Listen Later Jun 18, 2024 52:01


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

    Why do you like Cake Box Holdings PLC, Sam Hollanders?

    Play Episode Listen Later Jun 6, 2024 56:55


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

    Why do you like Jet2Airways stock, Theron de Ris?

    Play Episode Listen Later May 19, 2024 52:51


    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!

    Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital?

    Play Episode Listen Later Apr 9, 2024 49:57


    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

    Play Episode Listen Later Mar 19, 2024 10:02


    Tom Gayner on the Markel Brunch and the Reunion 2024

    Chris Waller, why does Plural Investing own TerraVest stock $TVK?

    Play Episode Listen Later Mar 17, 2024 46:41


    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)

    Play Episode Listen Later Mar 13, 2024 18:01


    The Complete Financial History of Berkshire Hathaway (Adam Mead)

    What are ABO Wind's best markets, CEO Karsten Schlageter?

    Play Episode Listen Later Feb 22, 2024 45:20


    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?

    Play Episode Listen Later Feb 18, 2024 38:04


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

    Why do you own so much stock of HomeToGo, Steffen Schneider?

    Play Episode Listen Later Feb 6, 2024 56:29


    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.

    Why is Gruppo Mutui Online so different today, Marco Pescarmona?

    Play Episode Listen Later Jan 25, 2024 86:49


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

    Can HomeToGo win in booking & SaaS, Steffen Schneider?

    Play Episode Listen Later Jan 19, 2024 48:01


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

    What are VNV global's chances after the Babylon fail, Per Brilioth?

    Play Episode Listen Later Dec 8, 2023 68:47


    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, why have you built an awesome research management system for free?

    Play Episode Listen Later Nov 13, 2023 26:04


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

    How have you built Tsai Capital with & against family, Christopher Tsai?

    Play Episode Listen Later Oct 26, 2023 29:54


    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.

    The youngest quality manager? A talk with Shaurya Gupta

    Play Episode Listen Later Oct 12, 2023 50:24


    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.

    Christopher Tsai, what is the ultimate goal of investing?

    Play Episode Listen Later Sep 28, 2023 24:40


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

    Joshua Collinsworth, what are opportunities in health care services?

    Play Episode Listen Later Sep 12, 2023 52:56


    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.

    What is your advice for Emerging Managers, Guy Spier?

    Play Episode Listen Later Aug 24, 2023 44:20


    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/

    Tom Gayner, how are you building Markel? A CEO interview

    Play Episode Listen Later Jul 19, 2023 56:04


    It was great to welcome Tom Gayner of Markel back on the podcast. Here we discuss how he is building Markel('s reputation)

    Is Vossloh on track to outgrow expectations, Mr. Trischka?

    Play Episode Listen Later Mar 31, 2023 71:34


    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.

    Guy Spier, how would you invest 1 Mio $ in China?

    Play Episode Listen Later Mar 23, 2023 35:18


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

    Marko Graßmann, what do you plan with the Alpha Star Europa fund?

    Play Episode Listen Later Mar 22, 2023 38:22


    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.

    What happened to the drunk in the bar, Guy Spier? A talk about honesty, givers, and meditation

    Play Episode Listen Later Mar 9, 2023 38:54


    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.

    What chances do metals and mining offer, Anthony Young?

    Play Episode Listen Later Mar 2, 2023 72:38


    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.

    How does Stone House invest super concentrated?

    Play Episode Listen Later Jan 29, 2023 81:58


    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, how does Journalytic help investors?

    Play Episode Listen Later Jan 11, 2023 61:05


    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.

    Can JDC Group digitize the insurance industry, Sebastian Grabmaier?

    Play Episode Listen Later Dec 8, 2022 76:43


    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.

    Is va-Q-tec a hidden European energy champion, Joachim Kuhn?

    Play Episode Listen Later Dec 1, 2022 36:06


    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.

    What is the laser technology champion LPKF planning?

    Play Episode Listen Later Nov 22, 2022 76:49


    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, what is your formula for quality investing?

    Play Episode Listen Later Oct 27, 2022 77:51


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

    Soo Chuen Tan, what have you learned building Discerene Group?

    Play Episode Listen Later Oct 19, 2022 78:58


    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.

    Is Georgia Capital a chance to cheaply invest in quality assets?

    Play Episode Listen Later Oct 11, 2022 100:11


    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.

    Are mining stocks a chance to profit from the green transition, Fabian Erismann?

    Play Episode Listen Later Sep 27, 2022 88:22


    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.

    How to find the best retail & restaurant stocks, John Zolidis?

    Play Episode Listen Later Sep 20, 2022 80:58


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

    After the crash: What are the chances in European Tech, Daniel Kröger?

    Play Episode Listen Later Aug 9, 2022 48:22


    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.

    Tech bubble? Tech crash? Baki Irmak on tech investing in turbulent times

    Play Episode Listen Later Aug 2, 2022 61:06


    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 stock: The solution for Europe's energy crisis, Friedrich Pehle?

    Play Episode Listen Later Jul 5, 2022 85:53


    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.

    Tarek Müller, can About You's Scayle outcompete SAP and Salesforce?

    Play Episode Listen Later Jun 28, 2022 88:33


    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.

    Claim Good Investing Talks

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel