Good Investing Talks

In our conversation, Fred Liu and I covered how he has built Hayden Capital. Enjoy the conversation with the founder of Hayden Capital!

Edward Chang of Pledge Capital started his fund 5 years ago. Since then he compounded money at outstanding rates. It was a pleasure for me to talk to him about this way into investing, his favorite stocks, and where he sees his firm in 5 years.

With David Nangle I talked about the strategy of VEF - the emerging market fintech investor (formerly: Vostok Emerging Finance).

I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona.

Good Investing Plus in my new community for experienced investors. You can apply here: www.good-investing.net/plus/

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.

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 inv...

With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health.

I had the pleasure to do an interview with Tom Gayner of Markel. We talked about capital allocation and much more.

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.

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.

With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company.

With Ryan O'Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo.

In this conversation, the former Naked Wines CEO Rowan Gormley sits down with me to discuss the history of his company.

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.

In this podcast, Fred Liu and Dennis Hong share how friendship helped them to become better investors. They also share investing insights.

In this talk Dennis Hong and I are discussing the great opportunities that make investing in internet businesses so attractive.

Fred Liu of Hayden Capital is a Value Investor with a focus on quality investments. He is investing concentrated and looking for opportunities in the Asian internet space.

Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors.

Here outperforming investor Cliff Sosin talks about his way to generate ideas and why he declines certain investment ideas.

In this conversation, Rob Vinall of RV Capital outlines his investment process and what he is looking for in companies.

In this interview, Rob Vinall explains how he evaluates management.

At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview, you can learn more about Guy Spier's research process.

At the beginning we learn what mistakes made Guy Spier the investor he is today. At 04:00 we learn how Guy Spier changed his view on mistakes. At 06:27 Guy Spier explains which concepts he copied for his life. Ab 11:13 wechseln wir ins Deutsche und lernen Guys Deutschkenntnisse kennen. Ab 13:06 erfahren wir was den deutschen Anteil von Guy Spier ausmacht. At 16:36 we are back in English and Guy an...