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All Episodes

Good Investing Talks — 100 episodes

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Title
1

What 30 Years With Warren Buffett Taught Me - Gisela Baur

2

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

3

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

4

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

5

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

6

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

7

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

8

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

9

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

10

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

11

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

12

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

13

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

14

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

15

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

16

Why do you like Jet2Airways stock, Theron de Ris?

17

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

18

Tom Gayner on the Markel Brunch and the Reunion 2024

19

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

20

The Complete Financial History of Berkshire Hathaway (Adam Mead)

21

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

22

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

23

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

24

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

25

Can HomeToGo win in booking & SaaS, Steffen Schneider?

26

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

27

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

28

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

29

The youngest quality manager? A talk with Shaurya Gupta

30

Christopher Tsai, what is the ultimate goal of investing?

31

Joshua Collinsworth, what are opportunities in health care services?

32

What is your advice for Emerging Managers, Guy Spier?

33

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

34

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

35

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

36

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

37

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

38

What chances do metals and mining offer, Anthony Young?

39

How does Stone House invest super concentrated?

40

Jake Taylor, how does Journalytic help investors?

41

Can JDC Group digitize the insurance industry, Sebastian Grabmaier?

42

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

43

What is the laser technology champion LPKF planning?

44

Dev Kantesaria, what is your formula for quality investing?

45

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

46

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

47

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

48

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

49

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

50

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

51

2G Energy stock: The solution for Europe's energy crisis, Friedrich Pehle?

52

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

53

Winning with Aliens, Warhammer, Mudrunner & World War Z games? A talk about Focus Entertainment

54

David Nangle, how do Creditas and Konfio contribute to VEF's success?

55

Tarek Müller, how does About You want to win globally?

56

Nick Devlin, how does Naked Wines show strength in turbulent times?

57

Per Brilloth, how do you want to win with Babylon Health stock? A talk with the VNV Global CEO

58

Is Nintendo stock poised for winning in the 2020s, Ryan O'Connor and Todd Wenning?

59

How to best invest in Germany? With Roger Peeters of pfp-ADVISORY

60

Christopher Tsai, is investing an art? Insight from 20+ years of successful investing

61

Marc Appelhoff (Home24 CEO): How do you build furniture e-commerce's future?

62

How to interview great? A chat with Will Barnes & Will Oliver (In Practise)

63

How to find great European stocks, Daniel Gehlen & Marc-Lennart Bräutigam?

64

Philipp Haas, how did you build a successful fund with YouTube?

65

Joe Frankenfield, how much Value Investing is in Saga Partners?

66

Alex Kopel, how do you focus on great returns at Rowan Street Capital?

67

What are good ways to invest in South Korea, Petra Capital?

68

How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?

69

What do all successful investments share, Thatcher Martin of Spree Capital?

70

Can Spotify be the leading audio platform, Jeremy Deal & Sleepwell?

71

From China to Elephants & Snapchat: Rom Wilson on ACM Capital

72

How are you building the energy future at ABO Wind, Karsten Schlageter?

73

How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?

74

Dennis Hong, how did you grow ShawSpring Partners? A founder talk

75

Fred Liu, how do you pick the best stocks for Hayden Capital?

76

[Replay] Opportunities in small founder-led stocks? A talk with Andreas Aaen (Symmetry A/S)

77

How much Fred Liu is in Hayden Capital? How do you select partners?

78

Edward Chang, how did you compound with above 30% p.a.?

79

Why invest with VEF in Emerging Fintech? A talk with CEO David Nangle

80

Is Gruppo Mutui Online the best Italian company? With Marco Pescarmona

81

Looking for an investing community? Here is Good Investing Plus

82

Felix Gode, how to compound with over 15% p.a. in German stocks?

83

Why does Worm Capital invest in disruptor stocks like Tesla and Spotify, Dan and Erik?

84

Can Babylon Health dominate digital health, Per Brilioth (VNV Global)?

85

Tom Gayner, how do you build your portfolio? A talk with the Co-CEO

86

Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?

87

What are your lessons for compounding in the Nordics, Daniel Glaser?

88

What are the pains of growth for Naked Wines? A talk with CEO Nick Devlin

89

Is Nintendo a multi-bagger? Ryan O'Connor on Todd Wenning deep dive on the japanese stock

90

Is Naked Wines building a mousetrap? A chat with Rowan Gormley

91

Are 1 - 2 investments per year enough? Andrew Rosenblum on AHA moments

92

How friendship helps to find the best stocks - Dennis Hong & Fred Liu

93

What makes internet stocks attractive, Dennis Hong (ShawSpring)?

94

Why are you invested in Sea Limited and Carvana? A Q&A with Fred Liu (Hayden Capital)

95

Why is he heavily invested in Carvana? Investor Clifford Sosin on Carvana

96

How to generate ideas? A talk with outperforming Value Investor Cliff Sosin

97

What is a good Investment process? A talk with the Value Investor Rob Vinall

98

How to evaluate management? A talk with Value Investor Robert Vinall

99

What has a bar to do with finding investment ideas? Guy Spier on idea generation, process & research

100

How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich