Why do you like Deere stock, Alex Furmanski (Unison)?
Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere…
Understanding businesses
At Good Investing Talks, we try “understanding businesses”. Learn more about our episodes with business builders and CEOs.
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Markel Omaha Brunch 2024 Transcript
This post contains the Markel Omaha Brunch 2024 transcript. In it, you can find the Q&A with Tom Gayner and the management of Markel. Introduction…
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What are ABO Wind stock’s best markets, Karsten Schlageter?
In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies’ ambition in renewables. You can find all our…
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Karsten Schlageter, why is ABO Wind becoming ABO Energy?
Karsten Schlageter and ABO Wind are back! Two years after our initial ABO Energy interview in 2021, I am pleased to welcome CEO Karsten Schlageter…
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Why do you own so much HomeToGo stock, Steffen Schneider?
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….
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Marco Pescarmona, are you Italy’s best capital allocator?
Two years after our first interview (Is Gruppo Mutui Online the best Itali… ), it was great to have Marco Pescarmona of Gruppo Mutui Online…
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Can HomeToGo as a SaaS offer, Steffen Schneider?
I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following topics:…
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What are VNV Global’s chances in 2024, Per Brilioth?
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….
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Tom Gayner, how do you build Markel?
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different…
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Thomas Triska, is Vossloh on track to outgrow expectations?
Dr. Thomas Triska is the CFO of the European railway company, Vossloh. After years of structural change, Vossloh now seems to be on a new…
