Markel Annual Meeting 2026 Transcript
Tom Gayner, Markel Group “Markel is a long-term company. We are coming up on a hundred years of history.” [01:12:41] Key facts Markel Group held…
Business owners & CEOs
At Good Investing Talks, we try “understanding businesses”. Learn more about our episodes with business builders and CEOs.
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Constellation Software Annual Meeting 2026 Transcript
Read the full Constellation Software Annual Meeting 2026 Transcript. Enjoy insights into the 2026 AGM held on May 15 in Toronto.
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Alex Furmanski (Unison): Why do you like Deere stock?
Alex Furmanski, Unison Asset Management “I would say that our biggest advantage is our time horizon, and that really stems from having the right investor…
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Markel Omaha Brunch 2025 transcript
Tom Gayner, Markel Group “I think the nature of markets is that there is always noise.” [02:11:58] Key facts Markel Group hosted its Omaha Brunch…
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Markel Omaha Brunch 2024 Transcript
This post contains the Markel Omaha Brunch 2024 Transcript with all questions and answers to Tom Gayner and Markel’s management.
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Karsten Schlageter (ABO Wind): What are ABO Wind stock’s best markets?
Karsten Schlageter, CEO of ABO Wind, on its 16 markets, margins, the hydrogen and battery pipelines and the rename to ABO Energy (2024).
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Karsten Schlageter (ABO Wind): Why is ABO Wind becoming ABO Energy?
Karsten Schlageter, CEO of ABO Wind, on the switch to a KGaA, minority shareholders, the in-house team and how ABO Wind funds growth (2024).
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Steffen Schneider (HomeToGo): Why do you own so much HomeToGo stock?
Steffen Schneider, CFO of HomeToGo, on HomeToGo Pro, capital allocation, M&A and why a significant part of his capital is in HomeToGo shares.
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Marco Pescarmona (Gruppo MutuiOnline): Are you Italy’s best capital allocator?
Marco Pescarmona (Gruppo MutuiOnline) on the acquisitions since 2021, the Moneysupermarket stake, debt and capital allocation. Interview from 2023.
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Steffen Schneider (HomeToGo): Can HomeToGo win as a booking platform and SaaS offer?
Steffen Schneider, CFO of HomeToGo, explains how HomeToGo earns money from travellers, partners and its Smoobu software in part 1 of our interview.
