Simon Kold

Simon Kold, founder of Kold Investments, combines humor and investment wisdom in his latest book. He shares innovative strategies for evaluating business quality, emphasizing critical thinking over conventional wisdom. The conversation dives into the nuances of competitive advantages, corporate incentives, and the importance of long-term strategies. Kold also highlights the shifting landscape in tech investing, pointing out how companies like Google navigate challenges. Lastly, he advocates for a global, generalist investment approach that recognizes emerging market opportunities.

In this engaging conversation, Simon Kold, founder of Kold Investments and an investor with a unique background in theology and comedy, shares his journey to finance. He highlights the importance of understanding money, emphasizes durable business qualities, and discusses long-term incentives in management. Kold dives into competitive advantages, distinguishing between intensity and durability, while exploring strategic share buyback timing. Their discussion also covers the necessity of adaptability in investment strategies and rethinking value extraction in today's market.

Simon Kold, author of "On the Hunt for Great Companies," dives into the world of quality investing. He discusses the importance of creating value over extracting it, using companies like Amazon and Dolby Labs as key examples. Kold explores how network effects shape competitive advantages and examines the unique business models of Ryanair and Southwest Airlines. He also shares insights on balancing customer loyalty with monetization strategies, delving into the complexities of valuing cash flows amid market cyclicality.

Simon Kold, founder of Kold Investments and former member of Novo Holdings, dives into his upcoming book, 'On the Hunt for Great Companies.' He shares insights on evaluating business quality beyond traditional metrics, emphasizing management passion and effective communication. Kold also discusses market dynamics, cyclicality in investing, and how diverse reading influences investment strategies. With a unique perspective shaped by his unconventional journey, he encourages investors to understand the nuances of demand forecasting and competitive advantages.

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.