Good Investing Talks

The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention, marketing, and the powerful potential of Scayle.

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.

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.

About You is a very interesting German company that could be a potential global fashion leader.

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.

I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the recent turmoils and their Babylon Health investment.

They are back! Ryan O'Connor and Todd Wenning have joined us to give an update on Nintendo stock and the future of the company.

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.

Christopher Tsai started his fund in his early 20s and is since then invested with an impressive track record. In this interview, he shared deep insights from his 20+ year investor career. We also talked about the overlap between investing and art.

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.

William Oliver and William Barnes run In Practise - a service for expert interviews. Here we took time to talk about the art of interviewing.

Daniel Gehlen and Marc-Lennart Bräutigam of Gehlen Bräutigam Capital run the Gehlen Braeutigam Value HI funds. The fund is specialised on European small and midcaps.

Philipp Haas has a great public track record and shared a lot of stock knowledge on YouTube - to finally launch a fund.

With Joe Frankenfield of Saga Partners I have discussed his steps into investing and how he is approaching high-quality businesses.

Alex Kopel has left his Wallstreet job to found Rowan Street Capital. There he focuses on investing in high-quality businesses & great returns.

ve into this market.

Jeremy Deal and Sleepwell Capital discuss in the final episode of our podcast series on Spotify how the company wins the creators.

Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and his investment in the eBay stock and the Upwork stock.

This is the second part of our discussion about the future of Spotify. Enjoy!

Rom Wilson of ACM Capital has a very interesting investing journey. He learned to invest in China before starting a US-focused fund.

Renewable energies are booming. In this conversation with Karsten Schlageter, a member of the board of ABO Wind, I discussed the business model of the developer ABO Wind.

The audio market might be the last untapped opportunity in social and the internet. Spotify is well-positioned to conquer it. Here we explore the audio market and Spotify's position in it.

In this conversation with Dennis Hong, we discuss the history of ShawSpring Partners.

In the second part of your 2021 conversation, Fred Liu and I discussed the investment process of Hayden Capital. We also take a look at his investment in Sea Limited.

With Andreas Aaen of Symmetry A/S I am happy to discuss his approach and the world of small founder-led companies.

In our conversation, Fred Liu and I covered how he has built Hayden Capital. Enjoy the conversation with the founder of Hayden Capital!

Edward Chang of Pledge Capital started his fund 5 years ago. Since then he compounded money at outstanding rates. It was a pleasure for me to talk to him about this way into investing, his favorite stocks, and where he sees his firm in 5 years.

With David Nangle I talked about the strategy of VEF - the emerging market fintech investor (formerly: Vostok Emerging Finance).

I had the pleasure to discuss the history and potential of Gruppo Mutui Online with one of the founders of the company, Marco Pescarmona.

Good Investing Plus in my new community for experienced investors. You can apply here: www.good-investing.net/plus/

Felix Gode is a good investor with a focus on small and mid-caps from German-speaking countries. We had the pleasure to discuss his strategy and two investments.

These are the topics discussed: 0:00 Intro 1:07 How do you see Worm Capital in 5 years? 3:35 A shoutout to Stream 4:38 Value vs Growth - how Worm Capital sees it 7:51 Why Arne couldn't participate in the interview 9:30 What Dan and Eric's are doing at Worm Capital 15:28 How to filter noise and signal 18:15 What does Worm Capital's new approach mean? 23:43 What kind of companies do they like to invest in 26:39 What role does historical data play for you? 30:57 The top sectors in Worm Capital's focus 33:19 What gives you confidence? 35:53 Are you shorting in the energy sector? And also why you are shorting? 40:16 Why the effort of shorting? 41:24 What are the principles of your company? 46:36 How does digging work 49:55 What digging you did for the big positions for Tesla? 57:07 What else is misunderstood in Tesla? 1:03:09 Where did you get an idea to invest in Spotify? 1:06:12 What options could become real businesses at Spotify? 1:07:40 Why do you prefer Spotify instead of the music labels? 1:08:45 How much the self-disruption is embedded in the DNA of Worm Capital? 1:11:17 Something to add?

With Per Brilioth of VNV Global, I discussed the history of the company, the current portfolio, and Babylon Health.

I had the pleasure to do an interview with Tom Gayner of Markel. We talked about capital allocation and much more.

Rudi van Niekerk is an outspoken expert for investing in South Africa. He is following a long-term-oriented value approach in a rather inefficient market.

Daniel Glaser of River Oak Capital is an outstanding global investor with a strong focus on the Nordics. He walked me through his journey into investing and his approach in this talk. We also discussed his investment in Fortnox.

With Nick Devlin, the CEO of Naked Wines, I had the pleasure to discuss the developments and prospects of the wine e-commerce company.

With Ryan O'Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo.

In this conversation, the former Naked Wines CEO Rowan Gormley sits down with me to discuss the history of his company.

Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat about his way into investing, his approach, and his investment in RedBubble.

In this podcast, Fred Liu and Dennis Hong share how friendship helped them to become better investors. They also share investing insights.

In this talk Dennis Hong and I are discussing the great opportunities that make investing in internet businesses so attractive.

Fred Liu of Hayden Capital is a Value Investor with a focus on quality investments. He is investing concentrated and looking for opportunities in the Asian internet space.

Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors.

Here outperforming investor Cliff Sosin talks about his way to generate ideas and why he declines certain investment ideas.

In this conversation, Rob Vinall of RV Capital outlines his investment process and what he is looking for in companies.

In this interview, Rob Vinall explains how he evaluates management.

At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview, you can learn more about Guy Spier's research process.

At the beginning we learn what mistakes made Guy Spier the investor he is today. At 04:00 we learn how Guy Spier changed his view on mistakes. At 06:27 Guy Spier explains which concepts he copied for his life. Ab 11:13 wechseln wir ins Deutsche und lernen Guys Deutschkenntnisse kennen. Ab 13:06 erfahren wir was den deutschen Anteil von Guy Spier ausmacht. At 16:36 we are back in English and Guy answers the question which people had the biggest influence on him. At 19:10 Guy Spier explains three lessons he learned from Mohnish Pabrai. At 28:39 we learn more about a typical day and week of Guy Spier. At 32:49 we talk about the right incentives in life.