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Explore every episode of the podcast Good Investing Talks
Dive into the complete episode list for Good Investing Talks. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? | 06 May 2025 | 00:34:33 | |
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? | 28 Apr 2025 | 00:25:32 | |
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? | 21 Apr 2025 | 00:53:43 | |
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? | 17 Apr 2025 | 00:42:09 | |
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? | 31 Mar 2025 | 00:26:08 | |
What to learn from Buffett & Munger Unscripted, Alex Morris? | |||
| Why do you like Mercado Libre, Lucy Chou (Luna Partners)? | 19 Feb 2025 | 00:52:25 | |
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)? | 12 Feb 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? | 18 Dec 2024 | 01:09:53 | |
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"? | 24 Oct 2024 | 00:44:53 | |
Simon Kold published the very entertaining and insightful investing book "On the Hunt for Great Companies". Here, you can learn more about the book. | |||
| Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? | 17 Oct 2024 | 00:49:16 | |
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)? | 09 Jul 2024 | 01:02:30 | |
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? | 28 Jun 2024 | 00:53:04 | |
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? | 18 Jun 2024 | 00:52:01 | |
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? | 06 Jun 2024 | 00:56:55 | |
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? | 19 May 2024 | 00:52:51 | |
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)? | 09 Apr 2024 | 00:49:57 | |
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 | 19 Mar 2024 | 00:10:02 | |
Tom Gayner on the Markel Brunch and the Reunion 2024 | |||
| Chris Waller, why does Plural Investing own TerraVest stock $TVK? | 17 Mar 2024 | 00:46:41 | |
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) | 13 Mar 2024 | 00:18:01 | |
The Complete Financial History of Berkshire Hathaway (Adam Mead) | |||
| What are ABO Wind's best markets, CEO Karsten Schlageter? | 22 Feb 2024 | 00:45:20 | |
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? | 18 Feb 2024 | 00:38:04 | |
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? | |||
| Why do you own so much stock of HomeToGo, Steffen Schneider? | 06 Feb 2024 | 00:56:29 | |
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? | 25 Jan 2024 | 01:26:49 | |
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? | 19 Jan 2024 | 00:48:01 | |
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? | 08 Dec 2023 | 01:08:47 | |
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? | 13 Nov 2023 | 00:26:04 | |
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? | 26 Oct 2023 | 00:29:54 | |
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 | 12 Oct 2023 | 00:50:24 | |
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? | 28 Sep 2023 | 00:24:40 | |
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? | 12 Sep 2023 | 00:52:56 | |
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? | 24 Aug 2023 | 00:44:20 | |
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 | 19 Jul 2023 | 00:56:04 | |
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? | 31 Mar 2023 | 01:11:34 | |
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? | 23 Mar 2023 | 00:35:18 | |
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? | 22 Mar 2023 | 00:38:22 | |
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 | 09 Mar 2023 | 00:38:54 | |
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? | 02 Mar 2023 | 01:12:38 | |
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? | 29 Jan 2023 | 01:21:58 | |
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? | 11 Jan 2023 | 01:01:05 | |
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? | 08 Dec 2022 | 01:16:43 | |
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? | 01 Dec 2022 | 00:36:06 | |
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? | 22 Nov 2022 | 01:16:49 | |
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? | 27 Oct 2022 | 01:17:51 | |
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? | 19 Oct 2022 | 01:18:58 | |
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? | 11 Oct 2022 | 01:40:11 | |
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? | 27 Sep 2022 | 01:28:22 | |
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? | 20 Sep 2022 | 01:20:58 | |
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? | 09 Aug 2022 | 00:48:22 | |
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 | 02 Aug 2022 | 01:01:06 | |
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? | 05 Jul 2022 | 01:25:53 | |
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. | |||
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