Good Investing Talks

Ryan O’Connor of Crossroad Capital joined us to discuss Nintendo’s new Switch 2 console and its impact on the stock. We have discussed the following:00:00 Introducing Ryan O’Connor, the $NTDOY expert00:38 The Nintendo Switch 2 announcement05:45 How Nintendo master the art of leaning into the right thing15:55 AAA games: Where the Switch 2 improves on the base Switch25:25 The Switch 2 pricing31:30 Nintendo will continue to deliver33:20 Join Good Investing Plus33:40 Early sales indicators37:55 The 5-year perspective for the Nintendo Switch40:55 Game selection through the historic lens44:40 Integrating third-party games into the Nintendo ecosystem49:22 Closing thoughts53:00 Thank you53:15 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/ TransparencyGood 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 = * Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? appeared first on Good Investing - Understanding businesses & Connecting investors.

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! We have discussed the following:00:00 Introducing Alejandro Yela – The Hermit00:40 Thinking as a hermit01:35 Alejandro’s investment approach03:30 Avoiding value traps among small companies06:26 What ‘The Hermit’ does particularly well08:00 What’s the endgame?10:30 Alejandro’s goals and achievements outside of investing13:14 Idea generation15:10 The research process16:42 Good Investing Plus17:15 Liquidity19:40 The biggest investment mistake23:00 Cardlytics30:35 Differences in EU and US regulations32:34 Holding on through volatility34:00 Portfolio construction39:20 Closing thoughts by Alejandro41:30 Thank you41:40 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/ TransparencyGood 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 Cardlytics stock, Alejandro Yela of The Hermit? appeared first on Good Investing - Understanding businesses & Connecting investors.

Alex Morris of TSOH Investing joined us to discuss his new book “Buffett & Munger Unscripted”. You can get it here: https://amzn.to/4iPCtOE We have discussed the following:00:00 Introducing Alex Morris01:07 Why write another book about Berkshire Hathaway?03:38 How interested investors should read “Buffet & Munger – Unscripted”04:42 Who the book is for06:21 The most surprising responses to the book release07:45 Warren Buffett’s and Charlie Munger’s work09:22 Topics that didn’t make it in the book11:15 Alex’s favorite parts of Berkshire Hathaway’s story14:24 The telematics case & Berkshire’s reaction17:41 Join Good Investing Plus18:15 The process of writing: The finish line is not the finish line21:12 What keeps Alex going while writing25:00 Closing thoughts & thank you25:45 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/ TransparencyGood 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 = * What to learn from Buffett & Munger Unscripted, Alex Morris? appeared first on Good Investing - Understanding businesses & Connecting investors.

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre. We have discussed the following:00:00 Episode overview01:05 Introducing Lucy Chou & Luna Partners02:10 Why did you start an investing firm?05:00 What differentiates Luna Partners?08:30 Staying sane10:10 Luna Partners’ goals12:35 Lucy Chou’s long-term vision14:00 The importance of relationships17:46 Join Good Investing Plus18:30 „Value investing with a twist“22:25 Examples for transformers, cyclical, shooters & compounders23:30 Lucy Chou’s Research process24:35 Investment mistakes & process changes31:20 Mercado Libre36:30 Why MeLi among all other e-commerce platforms, Lucy Chou?40:00 Thoughts on the financial side of Mercado Libre44:30 Analyzing management46:45 Lucy Chou on Portfolio construction50:37 Closing thoughts51:47 Thank you51:55 Disclaimer goodinvesting #mercadolibre #meli 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/ TransparencyGood 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 Mercado Libre, Lucy Chou (Luna Partners)? appeared first on Good Investing - Understanding businesses & Connecting investors.

Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case. We have discussed the following:00:00 Podcast Preview01:00 Introducing Jackson Zhu01:33 Jackson’s oil investment in 202005:45 Experiences from being an allocator07:20 Learnings13:28 The goal of his fund15:12 Jackson Zhu’s investing style16:40 “Certainty”23:07 Join Good Investing Plus24:10 Jackson Zhu’s Research process30:03 The difference between being a private and a professional investor38:30 Door Dash50:20 When to sell Door Dash52:00 Portfolio construction01:02:02 Closing thoughts01:04:10 Thank you01:04:28 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/ TransparencyGood 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 DoorDash, Jackson Zhu (Square Street Capital)? appeared first on Good Investing - Understanding businesses & Connecting investors.

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you:00:00 Podcast preview01:14 Introducing Pieter Slegers02:20 The start of Compounding Quality06:50 Growing on Warren Buffett’s shoulders09:45 Growing through engagement12:15 Learning & following ones passion15:50 Check out the Plus community16:30 A typical day22:40 Productivity hacks24:00 Turning a passion into a business32:45 Love what you do36:20 Growth since the beginnings40:35 Going all-in44:30 How to build a skill set51:30 The dead-ends while experimenting56:10 Becoming a public persona59:40 Pieter’s immense output01:04:08 Addressing a broad audience01:05:19 Outlook for the future01:07:40 Closing thoughts01:08:42 Thank you01:09:20 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/ TransparencyGood 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 = * How did you grow Compounding Quality to 440,000 followers? appeared first on Good Investing - Understanding businesses & Connecting investors.

Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book https://amzn.to/4dMEl7q Learn more about Simon https://www.simonkold.com In the podcast, we have discussed the following:00:00 Highlights to look forward to01:13 Introducing Simon Kold04:14 The ideal reader for “On the Hunt for Great Companies”05:30 Implementing the ideas of the book09:38 Types of investing books10:56 Offending certain types of investors13:29 Surprises for the readers15:10 Company examples: Apple, Berkshire and more…20:15 Identifying greatness in a company24:20 Thought patterns in evaluation that can make investment decisions go wrong25:30 Check out GI Plus26:12 Popular myths29:30 Passion33:45 Things to look for in a company38:00 Change for Simon40:50 On writing42:45 Closing thoughts & recommendation44:05 Goodbye44:45 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/ TransparencyGood 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 = * What can I learn from “On the Hunt for Great Companies”? appeared first on Good Investing - Understanding businesses & Connecting investors.

Will Kim, an investment professional at Apsis Capital Management, shares insights on identifying high-quality companies benefiting from secular trends. He discusses his transition from corporate life to investing and lessons learned from early career mistakes. Highlights include a deep dive into Nvidia's strategic position in tech and the complexities of Airbnb's shared economy impact. Will also shares tips on portfolio construction, the importance of trends, and how to avoid common investment pitfalls.

Xin Wu, a top Chinese public equity investor, shares insights on investing in China, value investing opportunities, data availability, finding good companies, portfolio structure, shorting for value, and highlights on Gongniu Group and Andon Health.

Dan Rupp, a first-time guest from Parkway Capital, dives deep into investment strategies in Asia, focusing on the unique potential the region offers amidst current market pessimism. He discusses the strategic importance of Hong Kong and the Philippines, highlighting their undervalued opportunities. Rupp contrasts active versus passive investing and unveils Haier's competitive strengths in the white goods market. His journey from corporate finance to launching a fund is an inspiring tale, filled with insights into maintaining a resilient portfolio in volatile conditions.