Episodes

Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their performance? The answer is surprisingly good! We have discussed the following:00:00 Teaser00:12 Introduction & Disclaimer00:41 Introducing Mark Cohen & Raphi Rabin-Havt (https://www.stonehousemgt.com/)01:48 The name „Stone…

Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and what he has built with Journalytic. Apply to Plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise* https://good-investing.net/wise/00:40…

Check-out Wise ► https://good-investing.net/wise/ * JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company. Apply to plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise*…

va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out Wise* ► https://good-investing.net/wise/Apply to Plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise* https://good-investing.net/wise/00:40 Introduction to Joachim Kuhn01:38…

Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvestingApply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future plans of the German company. We have discussed the following:00:00 Check out Interactive Brokers @…

Apply to Plus: https://good-investing.net/plus/Check out our sponsor: https://good-investing.net/ib/ * Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (https://www.dataroma.com/m/holdings.php?m=VFC) he is focussing on high-quality stocks. In our interview, you can get to know his high-quality approach in detail. We have discussed the following:00:00 Check out Interactive Brokers @…

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach. In our discussion we have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/…

I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introducing Irakli Gilauri of Georgia Capital02:45 Post-Soviet-Georgia in the 1990s06:51 Starting to work in Georgia08:05 Working for the…

A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining. Together with Fabian Erismann of…

John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Who is John Zolidis?02:47 Focussing on retail & restaurants05:03 Tracking the US consumer08:01 Trends in restaurants & retail…