Episodes

ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:00:00 Intro00:30 Introducing Karsten Schlageter00:50 Transforming…

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. We have discussed the following:00:00 Recap00:40 Introduction to part 2. Please check out part 1:01:06 HomeToGo competitors02:40 Smoobu competitors06:27 The complexity of problem-solving within the business11:00 What investors love12:23 HomeToGo…

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following:00:00 Teaser00:32 Intro00:51 The biggest challenge in the last two years01:31 Biggest challenge at the moment04:03 Acquiring new businesses10:05 Check…

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:00:00 Intro00:47 Introducing Steffen Schneider of HomeToGo01:13 Reasons for considering HomeToGo in a competitive market02:26 Customer persona A – the renter08:06 Customer persona B – the small holiday home provider14:35 Customer persona…

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. We have discussed the following:00:00 Welcoming Per Brilioth01:19 Getting through volatile periods03:49 What went wrong with Babylon?05:40 Learnings from Babylon bankruptcy11:05 Portfolio construction moving forward12:11 Ad: Check out Stratosphere12:40 Thoughts…

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following:00:00 Welcoming Matthew Brown to the podcast00:45 The Beginning of Matthew’s investing career04:57 The Investment Research Management System07:39 Reasons for using Notion11:30 Potential users13:40 Showcasing the…

In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. Here you can find the first part: https://www.good-investing.net/podcast/2023/09/christopher-tsai-what-is-the-ultimate-goal-of-investing/ We have discussed the following:00:00 Check out Part A00:15 Chris‘ personal role models00:42 Ruth Tsai05:47 An early life lesson by Chris‘…

I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We have discussed the following:00:00 Welcoming Shaurya Gupta00:33 Making it through the first 5 year04:43 Starting a partnership early06:33 Check out Stratosphere07:00 The role of mentors12:06 Shaurya’s…

We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin. We have discussed the following:00:00 Welcoming a special guest in our new studio00:57 Navigating investing for 23 years02:00 Building a client base04:30 Chris‘ ultimate goal05:15 The early…

Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services. We have discussed the following:00:00 Welcome00:27 Disclaimer00:40 Introducing Joshua Collinsworth02:06 Learnings from farming05:33 Learnings from solar11:20 Choosing public over private equity14:40 Acceptable…