Good Investing Talks

Oct 24 2024 91 ep. 63 mins 38
Good Investing Talks Podcast artwork

This is the podcast of the Good Investing Center. Here you can find our Good Investing Talks in an audio format. We originally produce our content as video. Here you can find all the videos: https://www.youtube.com/channel/UC5Z-C01O2VlpeD1rMs_HS2Q

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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

Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?

Apr 09 2024 49 mins  
Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following:00:00 Podcast preview00:58 Introducing Petra Capital02:34 Is South Korea the winner of the US-China conflict?05:59 In

Tom Gayner on the Markel Brunch and the Reunion 2024

Mar 19 2024 10 mins  
In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-meeting-2024-the-reunion/

Chris Waller, why does Plural Investing own TerraVest stock $TVK?

Mar 17 2024 46 mins  
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 Reflec