Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on
Archives: Episodes
Why do you like Haier D shares, Dan Rupp of Parkway Capital?
It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast! We have discussed the following:00:00 Podcast Preview01:30 Introducing Dan Rupp01:51 Why invest
Why do you like Alpha Group International PLC, Dede Eyesan?
It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast Preview00:42 Introducing Dede
Why do you like Cake Box Holdings PLC, Sam Hollanders?
It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast preview00:53 Introducing Sam Hollanders03:30
Why do you like Jet2Airways stock, Theron de Ris?
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! We have discussed the following:00:00 Preview for the episode00:40
Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?
Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management.
Tom Gayner on the Markel Brunch and the Reunion 2024
In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in
Chris Waller, why does Plural Investing own TerraVest stock $TVK?
Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the
The Complete Financial History of Berkshire Hathaway (Adam Mead)
In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/
What are ABO Wind’s best markets, CEO Karsten Schlageter?
In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following:00:00 Intro00:35 Welcome
