Good Investing Talks

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.

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.