Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and what he has built with Journalytic. Apply to Plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise* https://good-investing.net/wise/00:40 Introducing Jake Taylor02:28 Changing careers to investing04:00 Jake’s podcasts: “5GQ – Five Good Questions” and “The Hikecast”07:46 Getting information through books10:50 Jake’s book: “The Rebel Allocator”12:14 Coming up with Journalytic16:43 Goals of Journalytic18:53 What you can do with Journalytic31:04 Sleep and the investment process32:01 Upcoming features35:45 Data Ownership36:50 Popular functions38:25 Implementing community feedback40:27 Bias protection42:12 Reflection on own habits46:00 Leaping into a business building47:47 Learnings about software businesses48:48 Hiring employees50:02 Appreciating businesses51:38 Developing software55:55 Data sufficiency58:30 Closing thoughts59:58 Thank you01:00:52 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join our Supporters Club: https://good-investing.net/support/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Jake Taylor, how does Journalytic help investors? appeared first on Good Investing.

Check-out Wise ► https://good-investing.net/wise/ * JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company. Apply to plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise* https://good-investing.net/wise/00:40 Introduction to Dr. Sebastian Grabmaier & JDC01:40 Why get out of bed every morning?02:54 JDC’s history04:30 Learnings from difficult times06:04 Focussing on one thing06:59 Tips for the “past self”07:45 Re-capitalizing JDC with private money09:40 The insurance industry11:16 Clockspeed in the insurance industry13:45 Early mistakes15:10 JDC’s problem solving16:49 The B2B2C model20:13 Difficulty in comparing insurance companies22:11 Onboarding insurance products23:15 Project cycles25:50 Saving banks28:07 Where they earn money32:00 Maintenance costs of the infrastructure32:47 Room to grow34:13 Improving with a client35:35 Comdirect37:00 Reasons for losing customers or change of contracts38:00 Tenders40:16 Having a platform that stands out41:58 Thought experiment on Amazon44:16 The data flywheel?46:38 Areas to grow within the company47:58 Digitalisation49:47 Community Exclusive: Impacts of the pandemic51:00 Addressing customer needs55:12 Demographic shift within the broker industry58:47 Example of Deka01:01:00 Choosing a specialized broker01:03:25 Germany within the European market01:04:50 Expansion01:05:45 Competition for JDC01:06:42 A look into the future01:11:20 The right management mindset01:13:11 What investors look for01:15:49 Staying ahead of the game01:16:22 Thank you01:16:35 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join our Supporters Club: https://good-investing.net/support/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Can JDC digitize the insurance industry, Sebastian Grabmaier? appeared first on Good Investing.

va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out Wise* ► https://good-investing.net/wise/Apply to Plus ► https://www.good-investing.net/plus/Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting We have discussed the following:00:00 Check out Wise* https://good-investing.net/wise/00:40 Introduction to Joachim Kuhn01:38 Founding days of va-Q-tec in Würzburg, Germany04:13 The technology of vacuum thermal insulation05:44 Patents07:10 Obtaining a business sensibility09:16 What drives Joachim Kuhn10:12 Going public on the stock market11:31 Sustainability for the planet12:10 Challenges of the stock market13:42 What people should know about va-Q-tec14:40 Business fields17:10 A cost-efficient technology19:03 Scaling production20:06 TempChain Logistics23:02 Moving on from the pandemic with TempChain24:55 Breaking into new markets26:00 Overview of solutions27:49 Working with customers28:41 Working with sales partners30:06 Impact of the energy crisis32:01 Life cycle of the products34:19 Closing thoughts35:35 Thank you35:53 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join our Supporters Club: https://good-investing.net/support/ TIKR – our data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Is va-Q-tec a hidden European energy champion, Joachim Kuhn? appeared first on Good Investing.

Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvestingApply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future plans of the German company. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:35 Introduction LPKF01:30 History of LPKF: The laser specialist04:10 LPKF’s problem-solving07:40 Explanation PCB08:42 The precision of laser technology09:20 The solar technology10:32 The beginnings of LPKF18:30 Laser processing20:20 Keeping the competitive edge23:30 Gaining & filtering information26:06 The different business units of LPKF28:52 Recruiting talent30:20 The deal with profitability & scaling33:42 The sale cycle44:44 Reaching out to potential partners49:06 Self-understanding as a supplier52:44 Learning curves56:01 Considering external factors01:01:51 Recurring revenue01:03:05 Community exclusive: customer concentration01:04:08 Transitioning to service01:09:05 Service in smaller markets01:10:00 Acquisitions in LPKF01:10:57 Skin in the game01:12:27 Closing thoughts01:16:33 Thank you01:16:57 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join our Supporters Club: https://good-investing.net/support/ TIKR – our data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * What is the laser technology champion LPKF planning? appeared first on Good Investing.

Dev Kantesaria from Valley Forge Capital Management discusses his high-quality approach to investing, emphasizing emotional discipline and managing groupthink. Topics include starting over in a new field, historic lessons, and reflections on Amazon. He also shares insights on pricing power, management, and the current market conditions.

Founder of Discerene Group, Soo Chuen Tan, shares insights on global investing, mentoring, value traps, balancing offense and defense in investments, building a strong foundation, navigating long-term partnerships, investing in Meggitt case study, and having a disprovable thesis in investing.

I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introducing Irakli Gilauri of Georgia Capital02:45 Post-Soviet-Georgia in the 1990s06:51 Starting to work in Georgia08:05 Working for the Bank of Georgia17:48 Investment criteria for Georgia Capital19:50 Defining “cheap”20:50 Understanding Georgia22:30 Where is Georgia unique?27:10 Is corruption a thing?27:50 Spinning off Georgia Capital from the Bank of Georgia32:38 The fair value of Bank of Georgia34:40 Reasons for leaving Bank of Georgia36:01 Targets for Georgia Capital37:28 The service industry40:33 Adapting the structure42:11 Managing people49:05 Learning from mistakes to56:16 Russia’s war & impact on Georgia (Capital)01:03:09 Is there a threat from Russia?01:05:50 Russian migrants01:09:45 Community Exclusive: Boiling investments down01:10:34 Energy production in Georgia01:12:04 The NAV calculator01:14:57 Finding external investors01:17:23 Example of the water asset01:21:51 Capital allocation01:25:40 Thoughts on dividends01:29:22 Renewable energy01:33:03 Where will Irakli be in 5 years?01:34:10 Who might follow?01:35:10 The outlook01:39:25 Closing thoughts01:39:58 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended account *: https://good-investing.net/wise/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Is Georgia Capital a chance to cheaply invest in quality assets? appeared first on Good Investing.

A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining. Together with Fabian Erismann of the Earth Resource Investment Group I made a deep dive into the mining sector and its pitfalls. We also discussed how mining could be sustainable. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Introduction Fabian Erismann03:14 The basis for the green transition05:40 Scaling in the mining industry07:45 The declining deposits quality & copper09:30 Trends that counter the decline in grade quality11:18 New technologies to improve mining efficiency13:45 Capital intensity in mining15:51 How capital is spent16:50 Scarcity & outlook on global demand trends17:55 Geological factors21:10 Mining types24:00 Reasons for being bullish about copper26:50 Phases of mining31:22 Project development & mistakes to avoid33:00 The timeframes of setting up mines34:00 Supply for VW & other car makers35:43 Noise vs. facts in exploring space41:20 Valuing of explorers44:05 Sustainability in mining45:42 Costs of building a mine47:10 Sources of funding for exploration projects49:51 Infrastructure needed around a mining project53:40 Costs of running a mine55:35 Correlations in the cost curve57:10 Renewable energy supplies in mining01:00:40 Workforce management in mining01:02:12 Possible failures in mining01:05:15 Community Exclusive: Best practice in sustainability01:06:06 The circular economy in copper mining01:11:22 Dealing with mining waste01:12:21 Evaluating long-running projects01:15:00 Upsides to long-running projects01:18:45 Liabilities & follow-up costs of closed projects01:22:18 The role of management in ming01:23:46 Dealing with volatility in the market01:25:45 Important leadership factors01:27:40 Closing remarks01:28:05 Thank you01:28:13 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended account *: https://good-investing.net/wise/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Are mining stocks a chance to profit from the green transition, Fabian Erismann? appeared first on Good Investing.

John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Who is John Zolidis?02:47 Focussing on retail & restaurants05:03 Tracking the US consumer08:01 Trends in restaurants & retail spaces11:40 Example of stability15:38 Comparing the US and European market20:35 Regional differences between consumers23:28 Thoughts on energy costs27:00 Renting vs. owning property as a company28:33 Availability of retail space in different markets31:05 Dealing with the supply chain volatility35:02 The workforce36:40 What could go wrong in retail & restaurants?40:04 Threats to restaurants43:45 Franchising49:45 The role of “detail” in retail51:35 Consumer feedback as part of the analysis54:10 The close look & the bigger picture when analyzing58:10 Staying objective59:00 John’s unit-level approach01:05:55 Digitization in retail & restaurants01:11:35 Community Exclusive: Luckin Coffee01:12:29 Lululemon01:19:44 Closing thoughts01:20:40 Bye01:20:51 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended account *: https://good-investing.net/wise/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * How to find the best retail & restaurant stocks, John Zolidis? appeared first on Good Investing.

Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the current volatile market. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introduction to Daniel Kröger02:57 Observations on the German vs. US tech scene05:26 Changes in challenges08:05 Remarkable adaptations13:00 Risk for companies within the crisis15:36 The leg up of Daniels’s fund19:21 Working with a diversified fund20:40 The new importance of a positive free cashflow22:45 Example: Why SES Imagotag is interesting26:10 SES Imagotag’s business model27:50 Competitors29:50 Example: What makes BE Semiconductor interesting34:30 Dealing with energy & the supply chain35:00 Community Exclusive36:15 Example: Airbnb40:17 The price scheme for hosts and clients42:55 Future risks in the business44:50 Closing thoughts: investing during difficult times45:27 Consumer behavior48:00 Thank you48:10 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended account *: https://good-investing.net/wise/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * What are the chances in European Tech, Daniel Kröger? appeared first on Good Investing.