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.

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 - Understanding businesses & Connecting investors.

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 - Understanding businesses & Connecting investors.

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 - Understanding businesses & Connecting investors.