Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?

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

We have discussed the following:
00:00 Introducing Alex Furmanski of Unison Asset Management
00:30 Playing the long game
01:20 Who shaped Alex as an investor
03:50 Risk factors
05:15 Alex Furmanski’s goals
09:00 How Unison Asset Management differentiates itself
11:40 Getting quality for the right price
13:05 Exceptional quality
14:06 Idea generation
16:00 The research process
17:30 Learning from investment mistakes
19:10 Check out GI Plus
19:45 Deere & Company stock – A case for the company
27:14 The holding horizon for Deere & Company
27:52 The ideal investment thesis
30:05 Portfolio construction
32:15 Is it an anxious strategy to portfolio building?
33:50 Thank you
34:00 Disclaimer

Join Good Investing Plus
Apply here to Plus: https://good-investing.net/plus/

Our newsletter
Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
TIKR – great data tool *: https://tikr.com/goodinvesting/
Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? appeared first on Good Investing - Understanding businesses & Connecting investors.