Episodes

Felix Gode is a good investor with a focus on small and mid-caps from German-speaking countries. We had the pleasure to discuss his strategy and two investments. Here you can find the current investments of Felix: https://www.alpha-star-aktienfonds.de…. Here are the topics discussed: Here are the topics discussed:00:00 Introduction01:07 Disclaimer01:24 What is “fun” in investing in…

These are the topics discussed:
0:00 Intro
1:07 How do you see Worm Capital in 5 years?
3:35 A shoutout to Stream
4:38 Value vs Growth – how Worm Capital sees it
7:51 Why Arne couldn’t participate in the interview
9:30 What Dan and Eric’s are doing at Worm Capital
15:28 How to filter noise and signal
18:15 What does Worm Capital’s new approach mean?
23:43 What kind of companies do they like to invest in
26:39 What role does historical data play for you?
30:57 The top sectors in Worm Capital’s focus
33:19 What gives you confidence?
35:53 Are you shorting in the energy sector? And also why you are shorting?
40:16 Why the effort of shorting?
41:24 What are the principles of your company?
46:36 How does digging work
49:55 What digging you did for the big positions for Tesla?
57:07 What else is misunderstood in Tesla?
1:03:09 Where did you get an idea to invest in Spotify?
1:06:12 What options could become real businesses at Spotify?
1:07:40 Why do you prefer Spotify instead of the music labels?
1:08:45 How much the self-disruption is embedded in the DNA of Worm Capital?
1:11:17 Something to add?

With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health. We discussed the following: 00:00 Introduction01:31 The biggest mistakes03:42 Portfolio evolution05:09 2010’s portfolio09:12 Divest oil12:06 Relearning & unlearning14:27 Going global17:53 Building a global network19:19 The change in the shareholder base22:18 Investing as a listed company in…

I had the pleasure to do an interview with Tom Gayner of Markel. Here you can find the video: Here you can find Markel’s portfolio. 00:00 Introduction 01:05 MITIMCO’s message 02:06 3 songs for Markel – playlist: https://www.youtube.com/watch?v=s3Q80mk7bxE&list=PL2jGs_PC8EQXIVlbHKMc08KEU7G2JXWAk 05:25 2020 06:40 The capital raise in May 2020 08:01 Structural changes in 2020 09:36 Measures for…

Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market. We discussed the following topics: 00:00:00 The start 00:00:16 Penguins and lions 00:03:18 Rudi’s career as a grain trader 00:07:44 Learning from negotiating with farmers 00:10:09 Why investing? 00:14:11 Desert Lion’s…

Daniel Glaser of River Oak Capital is an outstanding global investor with a strong focus on the Nordics. He walked me through his journey into investing and his approach in this talk. We also discussed his investment in Fortnox. This episode of Good Investing Talks is supported by MIT Investment Management Company. MITIMCo manages the…

With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company. We discussed the following topics:00:00 Beginning and disclaimer03:01 The impact of growth on Naked’s business05:09 Nick’s move to the USA07:05 Scale09:34 Scale and Social Media11:32 The competitive advantage of scale13:54 Scale and…

I had the pleasure to chat with the former CEO of Naked Wines, Rowan Gormley. We have discussed the following (Important. Rowan has retired from Naked Wines and his only relationship with the company is as a shareholder. When he refers to Naked as “we” that is just an old habit!): 03:01 – His reason…

Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat about his way into investing, his approach, and his investment in RedBubble. Here you can find the transcript of our interview: https://www.good-investing.net/2020/12/16/andrew-rosenblum-bonsai-partners/ The topics are:00:59 – Why the name Bonsai?07:07 – How he…