Episodes

In this livestream Fred Liu (Hayden Capital) and Dennis Hong (ShawSpring) answered many questions from our audience. Here you can find the transcript: https://www.good-investing.net/2020/10/24/dennis-hong-fred-liu/ We discussed the following:1:03 Their single biggest challenge currently7:59 Dennis’ and Fred’s relationship12:42 Their difference16:25 Investors they admire21:30 Where they would start a business26:47 Books they like30:52 Cash36:51 The current strength…

With Dennis Hong (ShawSpring) I discussed the following topics:00:01:44 What quality dog brings to someone who invests on the stock market?00:03:01 So how does dog react to volatility?00:04:32 Dennis Hong, how would you describe your style of investing?00:16:50 What were hurdles for you to grow ShawSpring?00:37:17 How do you measure love for businesses, Dennis Hong?00:39:21…

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. In this interview we have talked about: 2:42 Fred’s way into Value Investing10:55 Fred’s edge in Investing16:10 Shopee vs Lazada20:40 More on Shopee27:00 The year 202031:10 The…

Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors. We start this interview with talking about the share of Cliff Sosin’s portfolio, that he has invested in Carvana.At 4:34 Cliff explains us why he shorts in general.At 7:06 we talk about the…

Clifford Sosin is the Founder and Portfolio Manager of CAS Investments Partners (www.casinvestmentpartners.com) which is located in New York and Westport, CT. As a Value Investor Cliff has an outstanding track record and also very unique views and standpoints. We were happy to meet him at the end of April 2019 for a series of…

In the beginning, we discussed Rob’s idea generation and how it changed over time. He also explained how he currently finds ideas.At 03:08 we are talking about filters he uses.At 04:53 Robert Vinall explains what minimum standards he has on a country level.At 05:15 we are talking about factors that make a company perfectly uninvestiable….

Rob Vinall of RV Capital (https://www.rvcapital.ch) performed with 18,5% return per annum since 2008. We had the opportunity to talk to him in Switzerland in March. At 01:16 Rob explains us how a typical year of him looks like At 02:37 he also explains his “opportunistic” approach At 03:08 we discuss how the inflow of…

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 lear more about Guy Spier’s research process. At 00:20 Guy Spier explains how he gets his investment ideas. At 17:28 Guy explains…

At the beginning we learn what mistakes made Guy Spier the investor he is today.
At 04:00 we learn how Guy Spier changed his view on mistakes.
At 06:27 Guy Spier explains which concepts he copied for his life.
Ab 11:13 wechseln wir ins Deutsche und lernen Guys Deutschkenntnisse kennen.
Ab 13:06 erfahren wir was den deutschen Anteil von Guy Spier ausmacht.
At 16:36 we are back in English and Guy answers the question which people had the biggest influence on him.
At 19:10 Guy Spier explains three lessons he learned from Mohnish Pabrai.
At 28:39 we learn more about a typical day and week of Guy Spier.
At 32:49 we talk about the right incentives in life.