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…
In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/ We have discussed the following:00:00 Teaser00:26 Good Investing Talks Intro01:10 What were your best investments as a business builder?04:37 Growing…
It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel’s reputation. We have discussed the following:00:00 Introduction01:05 Introducing Tom Gayner01:50 Describing the market with music06:57 “Touring” to build…
Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments. We have discussed the following:00:00 Teaser00:29 Intro Good Investing Talks & Disclaimer01:07 Introducing Thomas Triska01:41 The regional importance of Vossloh02:23 Comparing…
Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following:00:00 Introduction00:21 Good Investing Talks Intro01:00 Why did you not invest in Apple?08:37 Handling mistakes14:00 Check out Stratosphere https://www.stratosphere.io/ and get 25% off with the code goodinvesting14:32 Germany19:56 China24:03 The evil side within humans26:50…
Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can find additional information: https://www.alpha-star-aktienfonds.de/europa/ In Good Investing Plus, we have also discussed an investment idea of Marko in detail. Please…
Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed the following:00:00 Teaser & Introduction00:57 Welcome back, Guy Spier01:33 Guy’s meditation practice05:36 The metaphor of the drunken bar10:24 Givers15:20 Check out Stratosphere & Get…
Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining. We have discussed the following:00:00 Introduction01:05 Introducing Anthony Young02:05 Disclaimer02:12 Anthony‘s background03:25 From metals & mining to renewables04:52 Things to…
“Once a month: my best lessons for long-term investors.”
Tilman Versch, founder of Good Investing · read by 4,500+ investors · leave with one click
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