The Education of a Value Investor Building a Framework for Business Quality with Simon Kold
Oct 18, 2024
Simon Kold, a Danish entrepreneur and founder of Kold Investments, shares his unique investing philosophy shaped by over a decade at Novo Holdings. He discusses the parallels between stand-up comedy and investing, emphasizing resilience and adaptability. Kold highlights the importance of network effects and brand identity in today's business landscape and dives into the significance of nurturing relationships and timing in successful investments. His approach redefines traditional strategies, focusing on long-term commitment and understanding competitive advantages.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Intro
00:00 • 3min
The Journey from Comedy to Investing
02:57 • 2min
The Comedy of Resilience
04:59 • 17min
The Art of Collaborative Writing
21:46 • 6min
Navigating Self-Doubt and the Pursuit of Knowledge
27:59 • 3min
Navigating Investment Knowledge
30:34 • 14min
Understanding Passion and Perseverance in Business
44:42 • 16min
Navigating the Complexities of Pet Care and Insurance
01:00:47 • 2min
The Influence of Media on Masayoshi Son and Business Leadership
01:02:57 • 18min
Demutualization and Investment Dynamics
01:20:47 • 16min
Brand Identity in a Changing Economy
01:36:22 • 11min
Navigating Book Writing Amidst Personal and Regulatory Challenges
01:47:24 • 2min
Building Relationships Through Fundraising
01:49:10 • 7min