Good Investing Talks

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? 06.05.2025 34:33 ↓

Alex Furmanski of Union Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock.

What to learn from Buffett's Early Investments, Brett Gardner? 28.04.2025 25:32 ↓

Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.

Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor? 21.04.2025 53:43 ↓

Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.

Why do you like Cardlytics stock, Alejandro Yela of The Hermit? 17.04.2025 42:09 ↓

It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat!

What to learn from Buffett & Munger Unscripted, Alex Morris? 31.03.2025 26:08 ↓

What to learn from Buffett & Munger Unscripted, Alex Morris?

Why do you like Mercado Libre, Lucy Chou (Luna Partners)? 19.02.2025 52:25 ↓

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.

Why do you like DoorDash, Jackson Zhu (Square Street Capital)? 12.02.2025 ↓

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

How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers? 18.12.2024 1:09:53 ↓

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story.

What can I learn from "On the Hunt for Great Companies"? 24.10.2024 44:53 ↓

Simon Kold published the very entertaining and insightful investing book "On the Hunt for Great Companies". Here, you can learn more about the book.

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? 17.10.2024 49:16 ↓

We had the pleasure of welcoming Will Kim of Apsis Capital Management. Will is investing in trends via the stock market.

Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)? 09.07.2024 1:02:30 ↓

Xin Wu of Banyan Partners is an outperforming Chinese public equity's investor that many don't know. We were happy to have him!

Why do you like Haier D shares, Dan Rupp of Parkway Capital? 28.06.2024 53:04 ↓

It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast!

Why do you like Alpha Group International PLC, Dede Eyesan? 18.06.2024 52:01 ↓

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners as a first-time guest on Good Investing Talks!

Why do you like Cake Box Holdings PLC, Sam Hollanders? 06.06.2024 56:55 ↓

It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks!

Why do you like Jet2Airways stock, Theron de Ris? 19.05.2024 52:51 ↓

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!

Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)? 09.04.2024 49:57 ↓

Could Korean stocks offer the same chance for high returns as Japanese stocks had? I discussed that with Chan H. Lee & Albert Yong (Petra Capital)

Tom Gayner on the Markel Brunch and the Reunion 2024 19.03.2024 10:02 ↓

Tom Gayner on the Markel Brunch and the Reunion 2024

Chris Waller, why does Plural Investing own TerraVest stock $TVK? 17.03.2024 46:41 ↓

Chris Waller of Plural Investing joined us for the first time. Learn more about his fund & investment strategy.

The Complete Financial History of Berkshire Hathaway (Adam Mead) 13.03.2024 18:01 ↓

The Complete Financial History of Berkshire Hathaway (Adam Mead)

What are ABO Wind's best markets, CEO Karsten Schlageter? 22.02.2024 45:20 ↓

In the second part of our interview with ABO Wind CEO Karsten Schlageter, we discuss the companies' ambition in renewables.

Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? 18.02.2024 38:04 ↓

Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?

Why do you own so much stock of HomeToGo, Steffen Schneider? 06.02.2024 56:29 ↓

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company.

Why is Gruppo Mutui Online so different today, Marco Pescarmona? 25.01.2024 1:26:49 ↓

It was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.

Can HomeToGo win in booking & SaaS, Steffen Schneider? 19.01.2024 48:01 ↓

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business's growth chances.

What are VNV global's chances after the Babylon fail, Per Brilioth? 08.12.2023 1:08:47 ↓

We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon's bankruptcy and the portfolio companies' chances.