Good Investing Talks

Feb 19 2025 94 ep. 63 mins 36
Good Investing Talks Podcast artwork

Good Investing Talks helps you to discover underfollowed investors and understand businesses. We are also on YouTube. Please find our videos here: https://www.youtube.com/channel/UC5Z-C01O2VlpeD1rMs_HS2Q

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Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

Feb 19 2025 52 mins  
Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre. We have discussed the following:00:00 Episode overview01:05 Introducing Lucy Chou & Luna Partners02:10 Why did you start an investing firm?05:00 What differentiates Luna Partners?08:30 Staying sane10:10 Luna Partners’ goa

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

Feb 12 2025
Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case. We have discussed the following:00:00 Podcast Preview01:00 Introducing Jackson Zhu01:33 Jackson’s oil investment in 202005:45 Experiences from being an allocator07:20 Learnings13:28 The goal of his fund15:12 Jackson Zhu’s investing

How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers?

Dec 18 2024 69 mins  
Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you:00:00 Podcast preview01:14 Introducing Pieter Slegers02:20 The start of Compounding Quality06:50 Growing on Warren Buffett’s shoulders09:45 Growing through engagement12:15 Learning & foll

What can I learn from "On the Hunt for Great Companies"?

Oct 24 2024 44 mins  
Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book https://amzn.to/4dMEl7q Learn more about Simon https://www.simonkold.com

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?

Oct 17 2024 49 mins  
We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market. We have discussed the following:00:00 Highlights00:51 Introducing Will Kim02:38 Stepping away from the corporate world to play the investing game04:49 Learnings from the early career06:19 The goals of investing07:36 The style of i

Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)?

Jul 09 2024 62 mins  
Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast! We have discussed the following:00:00 Preview00:52 Introducing Xin01:27 Investing in China now compared to the past years02:15 Why China is paradise for value investors c

Why do you like Haier D shares, Dan Rupp of Parkway Capital?

Jun 27 2024 53 mins  
It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast! We have discussed the following:00:00 Podcast Preview01:30 Introducing Dan Rupp01:51 Why invest in Asia now?05:36 Defining „Asia“‘s geography07:37 Why go active instead of passively investing Asia13:17 Where are the best opportunities?16:26 Holding per

Why do you like Alpha Group International PLC, Dede Eyesan?

Jun 18 2024 52 mins  
It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast Preview00:42 Introducing Dede Eyesan01:27 Starting out in the fund industry03:41 How to stay focussed on making money05:17 What do you look for in a stock?06:40 What does Jenga Investment

Why do you like Cake Box Holdings PLC, Sam Hollanders?

Jun 06 2024 56 mins  
It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast preview00:53 Introducing Sam Hollanders03:30 What does Chess Capital stand for?06:27 Starting out in the Photoshop business09:09 Why start a fund?12:12 Bringing value to the marketplace16:06 T

Why do you like Jet2Airways stock, Theron de Ris?

May 19 2024 52 mins  
It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Preview for the episode00:40 Introducing Theron de Ris03:03 The early impressions04:50 Understanding Eschler07:12 What Sorengo Partners stands for09:40 The investing philosophy of Sorengo Partne