Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following:00:00 Podcast preview00:58 Introducing Petra Capital02:34 Is South Korea the winner of the US-China conflict?05:59 Investing atmosphere in the past 2 years08:12 Friendly activism09:38 Competition within Korea13:46 Example company: Hyundai Motor Company GDR stock17:55 Example company: Youngone Corp stock20:03 Export orientation22:27 Idea generation28:45 How entrepreneurial is Korea?31:49 Check out GI Plus32:29 Research process and K-Pop37:20 Portfolio construction39:55 Resilience of the portfolio42:00 Closing thoughts49:23 Thank you49:30 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 = * Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)? appeared first on Good Investing - Understanding businesses & Connecting investors.

In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-meeting-2024-the-reunion/ 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 = * Tom Gayner on the Markel Brunch and the Reunion 2024 appeared first on Good Investing - Understanding businesses & Connecting investors.

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following:00:00 Introduction to Chris Waller01:30 Investments Chris Waller is excited about05:20 What is his strategy?07:30 Chris Waller’s circle of competence10:12 Reflecting on Naked Wines12:45 Finding industry experts14:38 When to stay away from investing17:00 Governance21:20 Terravest investment case27:56 Terravest’s holding period31:00 Potential risks with Terravest33:00 Why Chris became a fund manager36:52 Check out GI Plus37:30 Value Investing39:00 The competitive edge of Chris as a fund manager41:30 Portfolio construction44:20 Closing thoughts45:50 Thank you46:10 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 = * Chris Waller, why does Plural Investing own TerraVest stock $TVK? appeared first on Good Investing - Understanding businesses & Connecting investors.

In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Helpful services for investors▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/ TIKR – great data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Newsletter & legal▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Imprint: https://www.good-investing.net/imprint/ Disclaimer: https://good-investing.net/imprint/disclaimer/ 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. Affiliate Link = * The Complete Financial History of Berkshire Hathaway (Adam Mead) appeared first on Good Investing - Understanding businesses & Connecting investors.

In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following:00:00 Intro00:35 Welcome to part 2 of the ABO Wind video01:00 From ABO Wind to ABO Energy02:00 Becoming a global player in renewables05:25 Understanding ABO Wind’s markets07:03 Political shifts08:20 The most attractive markets10:25 How to navigate risk in a regulated markets11:05 The challenging markets14:30 Learnings from new market entrants16:15 Patience18:04 Bottlenecks for ABO Wind19:30 Margins in the different markets21:20 The Role of Europe for ABO Wind24:20 Costs of a megawatt27:30 The hydrogen pipeline33:07 Check out GI Plus33:35 Valuing the hydrogen pipeline36:03 The battery pipeline40:00 Valuing the battery pipeline40:51 Future growth43:45 Closing thoughts44:40 Thank you & goodbye45:00 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/ 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 are ABO Wind’s best markets, CEO Karsten Schlageter? appeared first on Good Investing - Understanding businesses & Connecting investors.

ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:00:00 Intro00:30 Introducing Karsten Schlageter00:50 Transforming Abo Wind’s governance into a KGaA09:30 Closing the KGaA transformation10:26 The role of minority shareholders12:27 Are you overstuffed?17:36 The culture at ABO Wind19:49 Onboarding of new employees23:08 Being competitive25:00 International knowledge exchange26:10 Check out GI Plus26:40 Capital allocation30:20 Looking for the right opportunities31:29 Capital raises36:10 Thoughts on dividends37:35 Check out part 237:45 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 = * Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? appeared first on Good Investing - Understanding businesses & Connecting investors.

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following:00:00 Recap00:40 Introduction to part 2. Please check out part 1:01:06 HomeToGo competitors02:40 Smoobu competitors06:27 The complexity of problem-solving within the business11:00 What investors love12:23 HomeToGo Pro13:27 Doppelgaenger15:15 Overlap in customers16:45 Building on data21:40 Please check out GI Plus22:15 Skin in the game for Steffen25:00 How capital is allocated29:51 Gut feeling vs. Data-based decisions32:23 Moon shots vs. being down to earth33:42 Focus on mergers and acquisitions38:56 Price development since 202141:15 Growth in the holiday rental market44:00 Online vs. offline business45:25 HomeToGo growth48:30 Hypothetical scenario: No more marketing expenses52:10 Outlook on the next 5 years: Revenue or profitability54:36 Closing thoughts55:40 Thank you56:00 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/ 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 own so much stock of HomeToGo, Steffen Schneider? appeared first on Good Investing - Understanding businesses & Connecting investors.

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following:00:00 Teaser00:32 Intro00:51 The biggest challenge in the last two years01:31 Biggest challenge at the moment04:03 Acquiring new businesses10:05 Check out Stratosphere12:54 How the opportunities come up15:42 The structure of the transactions23:00 M&A at Gruppo Mutui27:39 Check out Plus28:13 How does Gruppo Mutui add value?30:47 Differences between Italy, France & Spain, and other markets36:19 New challenges after the acquisitions39:00 3-5 year goals41:12 The D&A from EBITDA44:39 The strategy with the BPO division46:50 Debt risks55:37 Looking back at 201259:50 Reading out patterns during times of crisis01:01:49 Understanding the revenue side01:05:35 Thoughts on the different divisions within Gruppo01:08:39 The brokerage market01:11:11 Capital allocation framework01:13:40 Creativity01:20:55 Cashflow01:24:37 Closing thoughts01:26:20 Disclaimer #goodinvesting #italianstocks #gruppomutuionline 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 is Gruppo Mutui Online so different today, Marco Pescarmona? appeared first on Good Investing - Understanding businesses & Connecting investors.

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following:00:00 Intro00:47 Introducing Steffen Schneider of HomeToGo01:13 Reasons for considering HomeToGo in a competitive market02:26 Customer persona A – the renter08:06 Customer persona B – the small holiday home provider14:35 Customer persona C – the professional rental agency17:10 Check out GI Plus17:50 Thoughts on volume-based models18:50 The typical customer22:25 Marketing efficiency24:12 Winning in marketing27:45 Team sizes29:39 Conversion mistakes31:23 Payback periods32:20 Measuring retention33:50 App share35:40 App traffic37:20 Guest relations39:44 Testing customer referrals44:30 How to think about Home2Go customers?47:06 Goodbye47:45 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 = * Can HomeToGo win in booking & SaaS, Steffen Schneider? appeared first on Good Investing - Understanding businesses & Connecting investors.

We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following:00:00 Welcoming Per Brilioth01:19 Getting through volatile periods03:49 What went wrong with Babylon?05:40 Learnings from Babylon bankruptcy11:05 Portfolio construction moving forward12:11 Ad: Check out Stratosphere12:40 Thoughts on the bonds20:45 Scaling and downsizing VNV’s team23:35 How the portfolio companies weather the storm28:00 Outlook for BlaBlaCar36:37 Outlook for Voi44:30 Outlook for Alva51:30 Capital allocation54:30 Check out Good Investing Plus55:10 Providing benefits besides money for companies59:00 Shareholder expectation01:04:20 Closing thoughts01:07:30 Thank yous01:08:30 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 = * What are VNV Global’s chances after the Babylon fail, Per Brilioth? appeared first on Good Investing - Understanding businesses & Connecting investors.