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.

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.

Guest Guy Spier, Investment business builder, shares his advice for emerging managers. Topics include best investments, growing into new marketing channels, long-term payback, managing business expenses, and persistence in giving.

It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel’s reputation. We have discussed the following:00:00 Introduction01:05 Introducing Tom Gayner01:50 Describing the market with music06:57 “Touring” to build a name09:05 Curating a portfolio12:30 Addressing an audience18:23 Why communication is key21:14 Check out Stratosphere https://stratosphere.io/?lmref=bJ0jjw (no code needed)22:22 Making complex concepts easy to digest25:01 Building on the salesman experience28:55 Problem solving31:05 Tom’s special perspective38:30 Being frugal vs. investing in the right things41:30 The importance of consistency47:35 Confrontation50:40 Markel’s valuation55:30 Closing thoughts55:49 Thank you ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ goodinvesting #markel #ceo 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 = * Tom Gayner, how are you building Markel? A CEO interview appeared first on Good Investing.

Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments. We have discussed the following:00:00 Teaser00:29 Intro Good Investing Talks & Disclaimer01:07 Introducing Thomas Triska01:41 The regional importance of Vossloh02:23 Comparing the European & US railway system04:46 What highspeed train tracks07:53 Tension clamps09:35 Research & Development12:57 Check out Stratosphere13:24 Maintainance22:10 The Chinese market & thoughts on maintenance renewal contracts29:35 The hurdles of demographic change32:27 Check out GI Plus33:00 Vossloh since 201441:28 Climate targets and demand for products48:38 Inflation & negotiations with partners54:40 Backlog and investments57:28 Goals in terms of profitability59:37 Thinking about risks01:04:00 Competition01:07:51 Shareholder structure01:09:45 Skin in the game01:10:30 Management buying shares01:11:20 Thank you & goodbye The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ 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 – 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 = * Is Vossloh on track to outgrow expectations, Mr. Triska? appeared first on Good Investing.

Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following:00:00 Introduction00:21 Good Investing Talks Intro01:00 Why did you not invest in Apple?08:37 Handling mistakes14:00 Check out Stratosphere https://www.stratosphere.io/ and get 25% off with the code goodinvesting14:32 Germany19:56 China24:03 The evil side within humans26:50 Jordan Peterson – also see https://youtu.be/hSNWkRw53Jo30:34 At the moment, what do you love as a Value Investor?35:07 Thank you The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ 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 – 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 = * Guy Spier, how would you invest 1 Mio $ in China? appeared first on Good Investing.

Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can find additional information: https://www.alpha-star-aktienfonds.de/europa/ In Good Investing Plus, we have also discussed an investment idea of Marko in detail. Please apply to it here https://good-investing.net/plus/ We have discussed the following:00:00 Fund starter intro00:30 Welcome to Good Investing Talks01:09 Introduction to Marko Grassmann & AlphaStar01:55 The drive to start a new fund02:56 AlphaStar’s approach to investing04:27 The long-term goal05:20 Things to look out for in investment as quality investors08:55 Mistakes that helped Marko grow as an investor15:23 Companies Marko avoids19:02 Balancing value and quality23:34 Recipe for a starting portfolio27:21 Taking on the role of a boss30:21 Check out GI Plus30:54 Skin in the game33:52 Perspective on the next 3 years37:40 Thank you & goodbye The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ 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 – 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 = * Marko Graßmann, what do you plan with the Alpha Star Europa fund? appeared first on Good Investing.

Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed the following:00:00 Teaser & Introduction00:57 Welcome back, Guy Spier01:33 Guy’s meditation practice05:36 The metaphor of the drunken bar10:24 Givers15:20 Check out Stratosphere & Get 25% off with the code goodinvesting https://www.stratosphere.io/15:50 “Destroying” ideas that don’t fit the portfolio31:10 Setting up filters with the example of Turkey38:33 Thank you The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ 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://www.stratosphere.io/ – Get 25% off with the code goodinvesting 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 = * What happened to the drunk in the bar, Guy Spier? appeared first on Good Investing.

Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining. We have discussed the following:00:00 Introduction01:05 Introducing Anthony Young02:05 Disclaimer02:12 Anthony‘s background03:25 From metals & mining to renewables04:52 Things to look out for in metals & mining05:37 The impact of decarbonization07:37 Reaching net zero and the effect on the commodity business12:13 Remodeling the energy infrastructure13:47 Check out Stratosphere14:17 The volatility of renewables17:02 Material demand in the energy transition18:50 Other interesting metals21:06 Book recommendations23:30 Copper intensity27:34 Copper intensity in housing and mobility31:50 Comparing European and American infrastructure32:52 Check out GI Plus33:35 Can the supply keep up?36:45 Working on existing mines39:35 Outlook on future copper harvest42:53 Ore grades48:08 Counter arguments50:45 The impact of the copper price on the energy transition53:05 China’s demand55:12 The dark sides of the industry01:00:00 Factors to consider when investing01:03:30 Energy input01:06:05 Thoughts on uranium01:07:40 Nearshoring & reshoring01:09:41 Closing thoughts01:12:22 Thank you The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ 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 – 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 = * What chances do metals and mining offer, Anthony Young? appeared first on Good Investing.

Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their performance? The answer is surprisingly good! We have discussed the following:00:00 Teaser00:12 Introduction & Disclaimer00:41 Introducing Mark Cohen & Raphi Rabin-Havt (https://www.stonehousemgt.com/)01:48 The name „Stone House“ & what they do differently04:11 Turning around every stone07:40 Mark Cohen’s background14:37 Check out Wise* https://good-investing.net/wise/15:20 The first years at Stone House18:15 Tips for the younger self when building an investment business21:55 Raphael Rabin-Havt’s background23:37 Lessons from journalism25:55 Changes after Raphi joined Stone House27:40 Three strengths31:45 Check out Good Investing Plus https://good-investing.net/plus/32:08 Filtering through noise36:11 Being a good portfolio manager38:35 Finding the right kind of growth39:27 Important metrics41:47 Dealing with debt43:50 Concentration47:01 The human component in change52:00 The long-duration game while building trust56:49 Activism01:01:44 Working with management01:06:04 “Good” and “bad” crazy01:07:31 The time between interest and investment01:10:20 Challenging each other01:11:33 Multiple expansion01:15:43 Reasons for selling01:18:00 The ideal partners01:20:22 Closing thoughts01:21:53 Goodbye The Good Investing universe▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join the Supporters Club: https://good-investing.net/support/ Apply to the Plus community: https://good-investing.net/plus/ Enjoy the podcast transcripts: https://good-investing.net/ Helpful services for investors▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 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/ Affiliate Link = * How does Stone House invest super concentrated? appeared first on Good Investing.