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 the podcast! We have discussed the following:00:00 Preview00:52 Introducing Xin01:27 Investing in China now compared to the past years02:15 Why China is paradise for value…
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 in Asia now?05:36 Defining „Asia“‘s geography07:37 Why go active instead of passively investing Asia13:17 Where are the best opportunities?16:26 Holding period in a volatile market21:04…
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 Eyesan01:27 Starting out in the fund industry03:41 How to stay focussed on making money05:17 What do you look for in a stock?06:40 What does Jenga…
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 What does Chess Capital stand for?06:27 Starting out in the Photoshop business09:09 Why start a fund?12:12 Bringing value to the marketplace16:06 The competitive advantage18:25 Investment…
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 Introducing Theron de Ris03:03 The early impressions04:50 Understanding Eschler07:12 What Sorengo Partners stands for09:40 The investing philosophy of Sorengo Partners16:42 Typical investment cases21:52 Check out…
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. The video was recorded end of February 2024. We have discussed the following:00:00 Podcast preview00:58 Introducing Petra Capital02:34 Is South Korea the winner of the…
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 Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-meeting-2024-the-reunion/ Join Good Investing Plus➕ Apply here to Plus: https://good-investing.net/plus/ Our newsletter📧 Subscribe…
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 following:00:00 Introduction to Chris Waller01:30 Investments Chris Waller is excited about05:20 What is his strategy?07:30 Chris Waller’s circle of competence10:12 Reflecting on Naked Wines12:45 Finding…
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/ The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬➕ Apply to the Plus community: https://good-investing.net/plus/ Helpful services for investors▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📈 Stratosphere – beautiful stock analysis tool – get 25% off with…
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 to part 2 of the ABO Wind video01:00 From ABO Wind to ABO Energy02:00 Becoming a global player in renewables05:25 Understanding ABO Wind’s markets07:03 Political…
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