Good Investing Talks Podcast

Good Investing Talks Podcast

What is the podcast about?

The episodes of the Good Investing Talks Podcast are in-depth conversations to understand and study Good Investors and Good Companies. With different, individually tailored formats we want to help our listeners becoming better investors, and understanding the thinking of good business owners.

The episodes of the Good Investing Talks Podcast are also published in a visual format on our YouTube channel.

The episodes

Is va-Q-tec a hidden European energy champion, Joachim Kuhn?
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?
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?
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?
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?
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?
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?
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?
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
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?
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?
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.
Winning with Aliens, Warhammer, Mudrunner & World War Z games? A talk about Focus Entertainment
We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher's changing business model, the growing pipeline, and upcoming, exciting games.
David Nangle, how do Creditas and Konfio contribute to VEF's success?
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
Tarek Müller, how does About You want to win globally?
About You is a very interesting German company that could be a potential global fashion leader.
Nick Devlin, how does Naked Wines show strength in turbulent times?
It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company's progress since last year.
Per Brilloth, how do you want to win with Babylon Health stock? A talk with the VNV Global CEO
I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the recent turmoils and their Babylon Health investment.
Is Nintendo stock poised for winning in the 2020s, Ryan O'Connor and Todd Wenning?
They are back! Ryan O'Connor and Todd Wenning have joined us to give an update on Nintendo stock and the future of the company.
How to best invest in Germany? With Roger Peeters of pfp-ADVISORY
Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was recorded before the Russian invasion of Ukraine. So, we don't facto the recent developments in.
Christopher Tsai, is investing an art? Insight from 20+ years of successful investing
Christopher Tsai started his fund in his early 20s and is since then invested with an impressive track record. In this interview, he shared deep insights from his 20+ year investor career. We also talked about the overlap between investing and art.
Marc Appelhoff (Home24 CEO): How do you build furniture e-commerce's future?
Marc Appelhoff is the CEO of Home24 - a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this business that is currently heavily shorted.
How to interview great? A chat with Will Barnes & Will Oliver (In Practise)
William Oliver and William Barnes run In Practise - a service for expert interviews. Here we took time to talk about the art of interviewing.
How to find great European stocks, Daniel Gehlen & Marc-Lennart Bräutigam?
Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital run the Gehlen Braeutigam Value HI funds. The fund is specialised on European small and midcaps.
Philipp Haas, how did you build a successful fund with YouTube?
Philipp Haas has a great public track record and shared a lot of stock knowledge on YouTube - to finally launch a fund.
Joe Frankenfield, how much Value Investing is in Saga Partners?
With Joe Frankenfield of Saga Partners I have discussed his steps into investing and how he is approaching high-quality businesses.
Alex Kopel, how do you focus on great returns at Rowan Street Capital?
Alex Kopel has left his Wallstreet job to found Rowan Street Capital. There he focuses on investing in high-quality businesses & great returns.
What are good ways to invest in South Korea, Petra Capital?
ve into this market.
How does Spotify win the creators, Jeremy Deal & Sleepwell Capital?
Jeremy Deal and Sleepwell Capital discuss in the final episode of our podcast series on Spotify how the company wins the creators.
What do all successful investments share, Thatcher Martin of Spree Capital?
Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and his investment in the eBay stock and the Upwork stock.
Can Spotify be the leading audio platform, Jeremy Deal & Sleepwell?
This is the second part of our discussion about the future of Spotify. Enjoy!
From China to Elephants & Snapchat: Rom Wilson on ACM Capital
Rom Wilson of ACM Capital has a very interesting investing journey. He learned to invest in China before starting a US-focused fund.
How are you building the energy future at ABO Wind, Karsten Schlageter?
Renewable energies are booming. In this conversation with Karsten Schlageter, a member of the board of ABO Wind, I discussed the business model of the developer ABO Wind.
How is Spotify positioned in the audio market, Jeremy Deal & Sleepwell?
The audio market might be the last untapped opportunity in social and the internet. Spotify is well-positioned to conquer it. Here we explore the audio market and Spotify's position in it.
Dennis Hong, how did you grow ShawSpring Partners? A founder talk
In this conversation with Dennis Hong, we discuss the history of ShawSpring Partners.
Fred Liu, how do you pick the best stocks for Hayden Capital?
In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at his investment in Sea Limited.
[Replay] Opportunities in small founder-led stocks? A talk with Andreas Aaen (Symmetry A/S)
With Andreas Aaen of Symmetry A/S I am happy to discuss his approach and the world of small founder-led companies.
How much Fred Liu is in Hayden Capital? How do you select partners?
In our conversation, Fred Liu and I covered how he has built Hayden Capital. Enjoy the conversation with the founder of Hayden Capital!
Edward Chang, how did you compound with above 30% p.a.?
Edward Chang of Pledge Capital started his fund 5 years ago. Since then he compounded money at outstanding rates. It was a pleasure for me to talk to him about this way into investing, his favorite stocks, and where he sees his firm in 5 years.
Why invest with VEF in Emerging Fintech? A talk with CEO David Nangle
With David Nangle I talked about the strategy of VEF - the emerging market fintech investor (formerly: Vostok Emerging Finance).
Is Gruppo Mutui Online the best Italian company? With Marco Pescarmona
I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona.
Looking for an investing community? Here is Good Investing Plus
Good Investing Plus in my new community for experienced investors. You can apply here: www.good-investing.net/plus/
Felix Gode, how to compound with over 15% p.a. in German stocks?
Felix Gode is a good investor with a focus on small and mid-caps from German-speaking countries. We had the pleasure to discuss his strategy and two investments.
Why does Worm Capital invest in disruptor stocks like Tesla and Spotify, Dan and Erik?
In this interview, Eric Markowitz and Dan Crowley gave me interesting insights into the way the outperforming funds of Worm Capital are "engineered". We also discussed Tesla and Spotify.
Can Babylon Health dominate digital health, Per Brilioth (VNV Global)?
With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health.
Tom Gayner, how do you build your portfolio? A talk with the Co-CEO
I had the pleasure to do an interview with Tom Gayner of Markel. We talked about capital allocation and much more.
Why are you digging for investing diamonds in South Africa, Rudi van Niekerk?
Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market.
What are your lessons for compounding in the Nordics, Daniel Glaser?
Daniel Glaser of River Oak Capital is an outstanding global investor with a strong focus on the Nordics. He walked me through his journey into investing and his approach in this talk. We also discussed his investment in Fortnox.
What are the pains of growth for Naked Wines? A talk with CEO Nick Devlin
With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company.
Is Nintendo a multi-bagger? Ryan O'Connor on Todd Wenning deep dive on the japanese stock
With Ryan O'Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo.
Is Naked Wines building a mousetrap? A chat with Rowan Gormley
In this conversation, the former Naked Wines CEO Rowan Gormley sits down with me to discuss the history of his company.
Are 1 - 2 investments per year enough? Andrew Rosenblum on AHA moments
Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat about his way into investing, his approach, and his investment in RedBubble.
How friendship helps to find the best stocks - Dennis Hong & Fred Liu
In this podcast, Fred Liu and Dennis Hong share how friendship helped them to become better investors. They also share investing insights.
What makes internet stocks attractive, Dennis Hong (ShawSpring)?
In this talk Dennis Hong and I are discussing the great opportunities that make investing in internet businesses so attractive.
Why are you invested in Sea Limited and Carvana? A Q&A with Fred Liu (Hayden Capital)
Fred Liu of Hayden Capital is a Value Investor with a focus on quality investments. He is investing concentrated and looking for opportunities in the Asian internet space.
Why is he heavily invested in Carvana? Investor Clifford Sosin on Carvana
Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors.
How to generate ideas? A talk with outperforming Value Investor Cliff Sosin
Here outperforming investor Cliff Sosin talks about his way to generate ideas and why he declines certain investment ideas.
What is a good Investment process? A talk with the Value Investor Rob Vinall
In this conversation, Rob Vinall of RV Capital outlines his investment process and what he is looking for in companies.
How to evaluate management? A talk with Value Investor Robert Vinall
In this interview, Rob Vinall explains how he evaluates management.
What has a bar to do with finding investment ideas? Guy Spier on idea generation, process & research
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview, you can learn more about Guy Spier's research process.
How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview you can understand how Guy became the investor he is today.