Episodes

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…

Get the book (affiliate link): https://www.amazon.com/dp/1804093823?tag=goodinvesting-20 How did a New England textile mill become one of the strongest companies in the world? Adam Mead spent five years and read more than 10,000 pages to write The Complete Financial History of Berkshire Hathaway. The book goes through Berkshire year by year, with more than 300 tables….

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…

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‘…