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.

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast Preview00:42 Introducing Dede Eyesan01:27 Starting out in the fund industry03:41 How to stay focussed on making money05:17 What do you look for in a stock?06:40 What does Jenga Investment Partners stand for?08:45 What investments are you passionate about?13:27 What makes you change your mind?14:51 Where do the ideas for investments come from?16:30 Where a lot of time goes into17:51 Investment mistakes20:00 Development after 5 years21:46 Checkout GI Plus22:25 What problems is Alpha Group International PLC stock solving?28:12 Research process31:28 Thesis creep: When the thesis changes…34:23 Dede Eyesan’s Exit strategy36:00 Why did you start a fund, Dede Eyesan?39:40 What makes the fund different43:35 Struggles as a young fund manager45:30 Framework for portfolio construction48:25 Meta thougths51:09 Closing thoughts51:35 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 Alpha Group International PLC, Dede Eyesan? appeared first on Good Investing - Understanding businesses & Connecting investors.

It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Podcast preview00:53 Introducing Sam Hollanders03:30 What does Chess Capital stand for?06:27 Starting out in the Photoshop business09:09 Why start a fund?12:12 Bringing value to the marketplace16:06 The competitive advantage18:25 Investment strategy22:07 Investments that Sam is passionate about26:45 The most “boring” investment framework29:08 Check out Good Investing Plus29:40 Reasons not to invest31:40 Turning an idea into an investment36:20 What has changed in the past 5 years?37:30 What does Cake Box Holdings PLC do?43:30 How to be sure Cake Box Holdings PLC is not a fraud48:48 Sam Hollanders’ Exit strategy49:50 Framework for portfolio construction55:25 Closing thoughts56:15 Goodbye56:30 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 Cake Box Holdings PLC, Sam Hollanders? appeared first on Good Investing - Understanding businesses & Connecting investors.

It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks! We have discussed the following:00:00 Preview for the episode00:40 Introducing Theron de Ris03:03 The early impressions04:50 Understanding Eschler07:12 What Sorengo Partners stands for09:40 The investing philosophy of Sorengo Partners16:42 Typical investment cases21:52 Check out GI Plus22:30 Special situations25:15 The research process27:30 Changes over the past 5 years29:00 Theron de Ris on identifying the steps in the cycle31:30 Larger holdings in the fund32:40 Jet2Airways39:45 Patience41:00 Learnings from helping fund managers42:30 Things that can go wrong44:00 Why did you start a fund, Theron de Ris?47:00 Theron’s competitive advantage as a fund manager48:00 Portfolio construction51:50 Closing thoughts52:10 Thank you52:22 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 Jet2Airways stock, Theron de Ris? appeared first on Good Investing - Understanding businesses & Connecting investors.