Good Investing Talks

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.

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following:00:00 Welcoming Matthew Brown to the podcast00:45 The Beginning of Matthew’s investing career04:57 The Investment Research Management System07:39 Reasons for using Notion11:30 Potential users13:40 Showcasing the system20:30 Limits of the system24:30 How to download the system https://www.notion.so/templates/investment-research-management-system26:30 Learning culture28:55 Thank you29:30 Disclaimer Link to access from Matthew’s page:https://kalakauavenue.com/research-management-system Matthew’s Notion referral link:https://affiliate.notion.so/kalakau-avenue-notion-signup Matthew’s referral link:https://app.super.so/signup?ref=p8hgov The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services 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/ 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 = * Matthew Brown, why have you built a free research management system? appeared first on Good Investing - Understanding businesses & Connecting investors.

In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. Here you can find the first part: https://www.good-investing.net/podcast/2023/09/christopher-tsai-what-is-the-ultimate-goal-of-investing/ We have discussed the following:00:00 Check out Part A00:15 Chris‘ personal role models00:42 Ruth Tsai05:47 An early life lesson by Chris‘ father10:45 Reaching a good size at the company13:40 Relationship with father24:40 Gerald Tsai Jr.25:40 Reinvestment29:25 Outlook on Omaha in 202429:40 Thank you29:50 Disclaimer The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services 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/ 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 = * How have you built Tsai Capital with & against family, Chris Tsai? appeared first on Good Investing - Understanding businesses & Connecting investors.

I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We have discussed the following:00:00 Welcoming Shaurya Gupta00:33 Making it through the first 5 year04:43 Starting a partnership early06:33 Check out Stratosphere07:00 The role of mentors12:06 Shaurya’s goals14:20 Gupta partnership’s style of investing16:50 Defining quality18:50 Mistakes & learnings24:08 Portfolio construction27:50 Thinking about risk32:30 Circle of competence40:30 Reasons to select stocks48:00 Apply to the community48:30 Final thoughts49:30 Thank you50:10 Disclaimer The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services 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/ 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 youngest quality manager? A talk with Shaurya Gupta appeared first on Good Investing - Understanding businesses & Connecting investors.

We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin. We have discussed the following:00:00 Welcoming a special guest in our new studio00:57 Navigating investing for 23 years02:00 Building a client base04:30 Chris‘ ultimate goal05:15 The early portfolio07:15 Taking a look at Tesla10:30 Check out Stratosphere11:00 Thoughts on Tesla management13:30 Focus16:05 Networking18:30 Saying „No“20:00 Inspiring people21:29 Check out Good Investing Plus www.good-investing.net/plus22:00 Competition23:56 Closing thoughts24:35 Disclaimer The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services 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/ 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 = * Christopher Tsai, what is the ultimate goal of investing? appeared first on Good Investing - Understanding businesses & Connecting investors.

Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services. We have discussed the following:00:00 Welcome00:27 Disclaimer00:40 Introducing Joshua Collinsworth02:06 Learnings from farming05:33 Learnings from solar11:20 Choosing public over private equity14:40 Acceptable IRRs18:20 Check out Stratosphere https://stratosphere.io/?lmref=bJ0jjw19:40 Thesis-driven research21:10 Why Nomaid Value Partners24:40 Choosing the right clients27:15 Joshua’s competencies as an investor34:10 Investing in Healthcare Services52:15 Thank you52:45 Apply to the community https://good-investing.net/plus/ The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services 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/ 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 = * Joshua Collinsworth, what are chances in health care services? appeared first on Good Investing - Understanding businesses & Connecting investors.