Good Investing Talks

We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are the topics we have discussed:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 What does Focus Entertainment do?00:55 Creating returns in the gaming sector05:45 Strengths of Focus Entertainment11:20 The marketing strength17:52 The change in Focus Entertainment’s strategy19:55 Community Exclusive: Doubling down on the videogame industry20:50 Alternative sources of revenue23:30 Producing high-quality games games27:21 Sequels vs. one-off deals30:10 Why license owners trust Focus Entertainment31:40 M&A transactions and acquiring other companies33:37 The M&A transaction process36:50 Additional value to bought companies38:30 Closing thoughts39:44 Goodbye39:52 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Winning with game franchises? A talk about Focus Entertainment appeared first on Good Investing - Understanding businesses & Connecting investors.

VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introducing David Nangle01:00 Competitiveness in emerging markets03:40 Observations on emerging markets08:35 Toolbox to reach the 30% and not overpay10:03 The play between numbers crunching vs. qualitative factors12:00 Thoughts on optionalities12:40 VEF’s services15:04 Borders of founder’s focussedness16:42 VEF’s strengths17:40 ??20:30 Coping with powerlessness & frustrations23:40 What will happen with NAV?28:20 Down rounds ahead?31:20 Macro impacts on company valuations33:00 Brazil34:45 Capital allocation38:10 Listings38:55 Cash40:36 Insight into 2 portfolio holdings: Creditas & Konfio47:00 Community exclusive: Expectations for the cooperation between Creditas & Nubank47:40 Creditas’ loss50:12 Creditas’ efficiency in customer acquisition52:05 Recurring & upfront revenue53:10 Rethinking sizing56:12 Learnings from the Russia conflict58:00 Konfio’s future59:40 Interesting learnings01:01:30 The next Creditas?01:02:30 The next Konfio?01:04:27 Egypt01:05:45 Playbook to open new markets01:07:00 Climate risks01:13:00 Closing thoughts01:13:50 Thank you01:13:57 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * David Nangle, how do Creditas and Konfio contribute to VEF’s success? appeared first on Good Investing - Understanding businesses & Connecting investors.

About You is a very interesting German company. The team around the founder Tarek Müller wants to build a European and German leader in the fashion e-commerce space. In my interview with Tarek, we have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:37 Who is Tarek Müller?02:00 About You’s founding story04:30 About You’s achievements06:30 Early investors of About You08:55 What attracted the first investors to About You?12:24 Independence from investors14:01 The vision of a global leadership18:15 Consistencies and changes22:03 Managing change25:00 Tarek’s personal development27:30 About You’s employees29:15 Managing the employees32:10 A company from Europe winning the online game?35:30 The US market40:25 Competing with Zalando and Amazon44:23 Pricing @ About You45:50 Incubating to grow47:05 Acquiring to grow50:30 The data game52:00 Expanding to new markets01:00:24 Italy01:02:23 Managing logistics01:03:30 Who is managing About You?01:11:10 What does Tarek personally get out of this all?01:12:10 What does Tarek Müller want to do after growing About You?01:17:46 Goodbye01:18:27 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Tarek Müller, how does About You want to win globally? appeared first on Good Investing - Understanding businesses & Connecting investors.

It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following:00:00 Check out In Practise: https://to.inpractise.com/3C5Frbq00:36 Introduction01:37 Naked Wines’ growth framework04:39 What’s the staff-to-growth ratio?07:15 Where is the biggest challenge to finding new people?09:00 Community Exclusive: Wine availability and becoming a great partner10:15 Grading Naked Wines in terms of their performance in marketing13:45 Areas to improve18:20 Areas to stabilize before investing in further growth22:32 Inflation & price increases25:02 Taking market share26:50 Models that are losing market-share28:36 Reacting to inflation & thoughts on sustainability32:52 Improving the customer experience36:01 WineGenie37:56 The “Netflix” metaphor40:42 Selling premium vs. non-premium wine42:35 Managing volume45:12 Marketing strategies in different countries47:58 The 3 tier system in the US50:00 Apple’s identifier & its impact on Facebook52:00 Could Naked become listed in the US one day?53:50 Thank you54:00 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Nick Devlin, how does Naked Wines show strength in turbulent times? appeared first on Good Investing - Understanding businesses & Connecting investors.

I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the following: 00:00 Check out Interactive Brokers https://good-investing.net/ib/00:38 Introduction01:21 VNV’s involvement in Russian & Ukrainian companies02:16 Areas of investments affected by the conflict03:50 Per’s communication with companies05:57 A Change of strategy for the emerging markets?07:09 Consequences for other investments09:00 Who is selling?11:33 Impact on NAV13:08 Valuations in the private vs. public world17:10 Investment breakdown19:10 Are you turning into an “asset manager”?24:55 Managing the portfolio27:05 Outlook on different portfolio companies29:50 Thoughts on SPAC listings37:40 Babylon Health43:20 How can Babylon win in healthcare?47:53 AI’s challenges50:38 Babylon’s acquisition strategy53:17 Winning the US market55:30 Measuring Babylon’s success56:50 The future?57:47 Community Exclusive: Surprises in VNVs journey: VOI59:10 VOI’s innovations01:02:40 VOI’s strategy to become market leaders01:04:44 New team members01:09:29 Growth and the corporate culture01:13:13 New horizons01:15:39 Closing thoughts by Per01:17:00 Staying optimistic during change01:20:45 Thank you & goodbye01:21:06 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Per Brilloth, how do you want to win with Babylon Health stock? appeared first on Good Investing - Understanding businesses & Connecting investors.

They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf We have discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introduction02:15 Nintendo before the Switch release06:44 What Nintendo has achieved since 2017?08:30 Active users14:33 The demographics of Nintendo customers33:45 Nintendo’s marketing power38:45 Lego & Nintendo48:07 Building trust01:00:30 Return on investment01:06:13 Community Exclusive: Biggest fear of a Nintendo investor01:07:00 The Switch selling cycle to existing customers01:10:30 The developer ecosystem01:11:29 The “Switch Pro”01:20:19 Todd’s departure from this episode01:20:48 Hardware forward and backward compatibility01:25:59 Nintendo Switch online01:48:28 Monetization possibilities02:00:00 Read Ryan’s letter!02:00:55 A hopeful outlook02:03:29 Goodbye02:03:41 Disclaimer Here you can find the transcript of this conversation: https://www.good-investing.net/2022/04/27/ryan-oconnor-todd-wenning-is-nintendo-stock-winning-in-the-2020s/ More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Is Nintendo stock winning in the 2020s, Ryan O’Connor & Todd Wenning? appeared first on Good Investing - Understanding businesses & Connecting investors.

Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was recorded before the Russian invasion of Ukraine. So, we don’t facto the recent developments in. We discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Introduction00:52 Crisis’ in the past 15 years05:10 impact on the style of investing08:26 Using a diverse investing style10:54 The German market15:12 Meetings with CEOs and board members18:45 Networking20:00 Must-knows of the German stock market22:47 Interesting unlisted companies24:00 Wirecard27:42 Areas Roger does not understand30:30 Defining “Mittelstand”33:53 Understanding the “Mittelstand”36:46 Number of companies in portfolio38:05 Factors for sizing40:47 Picking themes for investing (community exclusive)42:03 Sticking with traditional “boring” companies45:44 Focusing on growth47:38 Is growth profitable?48:41 Example Sto SE: What makes them interesting51:13 Example Bechtle: What makes them interesting53:08 Founder families as a factor?54:48 Advice by Roger56:02 Thank you More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * How to best invest in Germany? With Roger Peeters of pfp-ADVISORY appeared first on Good Investing - Understanding businesses & Connecting investors.

Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In this interview, he shared deep insights from his 20+ year investing career. We also talked about the overlap between investing and art. We have discussed the following:00:00 Check out In Practise: https://inpractise.com/?utm_source=tilmanvideo200:35 Who is Christopher Tsai?00:47 Investing in “party markets”02:49 The return of the “party markets”03:31 Investing in 2020/202104:38 After 20+ years as an investor: What has kept Christopher hooked?05:27 What was it like starting a fund with 2507:01 Early lessons learned10:28 Areas of improvement14:00 Innovative technology and the investing game17:33 Businesses that link hardware and software18:54 Building your own reputation instead of being your father’s son24:50 Lessons from Christopher’s grandmother26:14 Building your investment business on the shoulders of giants30:20 Expanding your circle of competence31:52 Non-investing concepts and Christopher’s investing approach38:18 Managing biases41:17 Habits he has let gon in his earlier years42:41 How does art help being a good investor44:10 Letting art change you46:10 “Creating” art yourself47:48 Similarities between art collection and building a portfolio49:40 Filters for quality54:04 Builders in art & investing56:06 The importance of looking for the right people57:00 Would you rather give away a great piece of art or the stock of a great company? (Community Exclusive)57:54 The deeper and darker sides of art01:00:35 Are there always win-win frameworks?01:01:00 Paying for the future as an investor01:03:30 Building certainty in investing for the future01:08:10 Optionality01:09:14 Closing thoughts and Marc Twain01:15:01 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Christopher Tsai, is investing an art? Insight from 20+ years at Tsai Capital appeared first on Good Investing - Understanding businesses & Connecting investors.

Marc Appelhoff is the CEO of Home24 – a leading European e-commerce retailer for the mass markets. In this interview, we discussed the future of this business that is currently heavily shorted. We discussed the following topics:00:00 Check out Interactive Brokers: https://good-investing.net/ib/ *00:37 Introduction: Who is Marc Appelhoff?01:26 Three Reasons to be bullish about the future of Home2403:05 home24’s NPS score03:55 Learnings from building 12 years home2405:40 Scenario: Putting future growth investment on hold07:00 The benefits of growth08:30 home24 in 10 years09:20 Creating long-term value11:00 Competitors15:12 Starting the sofa buying journey17:30 The Butlers acquisition20:50 Brands of the Home24 universe23:40 LTV/CAC27:15 How “cheap” is the acquisition of Butlers?20:30 Marketing channels (Google & Facebook)33:37 Why copying the Home24 concept won’t work35:20 The Customer experience37:30 Consumer taste39:45 Mobly S.A. – The Brazilian subsidiary42:45 Enhancing the home24 business model beyond furniture retail45:15 home24 and delivery49:00 Current logistical woes51:20 The return rate54:00 Sustainability56:40 Encouraging repeat customers59:55 Buybacks (Community exclusive)01:00:47 Thank you & goodbye01:01:07 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ = Affiliate Link Marc Appelhoff (Home24 CEO): How do you build e-commerce’s future? appeared first on Good Investing - Understanding businesses & Connecting investors.

William Oliver and William Barnes run In Practise – a service for expert interviews. In this conversation, we took some time to talk about the art of interviewing. We discussed the following:00:00 What to expect00:28 Introduction01:50 Beginnings of InPractise05:50 Thousands of interviews06:40 How does In Practise help investors10:00 Inspiration from other businesses, e.g. Netflix14:28 Choosing interview partners18:00 The example of Naked Wines19:25 The never-ending flow of information22:30 The Naked Wines case24:20 The limits of interviews29:15 Talking to CEOs or “people on the ground”31:10 Reflecting on biases33:30 (Not) preparing questions35:50 The art of listening40:46 Creating unique insights42:30 The benefits for interview partners49:30 Bridging “language” differences53:30 Margins56:50 “Hacks”01:00:35 Using humor01:03:15 Using emotions – Community exclusive01:04:00 “Managing” your own emotions01:06:47 Limitations of transcripts01:12:30 Time01:15:30 Cultural differences01:18:20 Thank you & Goodbye01:18:59 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ My community: https://www.good-investing.net/plus/ Say thank you: https://www.good-investing.net/thank-… My broker *: https://www.good-investing.net/ib/ Disclaimer: https://www.good-investing.net/imprin…▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ = Affiliate Link How to do great interviews? A chat with Will Barnes & Will Oliver (In Practise) appeared first on Good Investing - Understanding businesses & Connecting investors.