Good Investing Talks

Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock.

We have discussed the following:
00:00 Introducing Alex Furmanski of Unison Asset Management
00:30 Playing the long game
01:20 Who shaped Alex as an investor
03:50 Risk factors
05:15 Alex Furmanski’s goals
09:00 How Unison Asset Management differentiates itself
11:40 Getting quality for the right price
13:05 Exceptional quality
14:06 Idea generation
16:00 The research process
17:30 Learning from investment mistakes
19:10 Check out GI Plus
19:45 Deere & Company stock – A case for the company
27:14 The holding horizon for Deere & Company
27:52 The ideal investment thesis
30:05 Portfolio construction
32:15 Is it an anxious strategy to portfolio building?
33:50 Thank you
34:00 Disclaimer

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TIKR – great data tool *: https://tikr.com/goodinvesting/
Wise – our recommended savings account *: https://good-investing.net/wise/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

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Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? appeared first on Good Investing.

Brett Gardner, the author of Buffett’s Early Investments (get it here: https://amzn.to/42Mld5Y *) joined us to discuss his book.

We have discussed the following:
00:00 Introducing Brett Gardner – author of Buffet’s Early Investments
00:36 How to meet Brett at the BRK AGM 2025 in Omaha
01:16 The early reception of the book
02:18 How does the book fit into the line-up of all the Berkshire Hathaway books?
04:20 What to expect from reading it
05:17 Writing for value investing nerds
07:26 Parts of the Buffet story that didn’t make the cut
08:38 Brett’s favourite Buffett investments
11:45 Join Good Investing Plus
12:41 What Brett learned about himself while writing
14:50 Insights into the publishing process
17:30 The difficulties of writing & publishing a book
19:50 The time needed
21:06 How to gain traction on Amazon
21:50 Is writing a book about investing worth it?
23:55 Closing thoughts
24:30 Reach out to Brett via [email protected]
25:02 Disclaimer

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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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

What to learn from Buffett’s Early Investments, Brett Gardner? appeared first on Good Investing.

Ryan O’Connor of Crossroad Capital joined us to discuss Nintendo’s new Switch 2 console and its impact on the stock.

We have discussed the following:
00:00 Introducing Ryan O’Connor, the $NTDOY expert
00:38 The Nintendo Switch 2 announcement
05:45 How Nintendo master the art of leaning into the right thing
15:55 AAA games: Where the Switch 2 improves on the base Switch
25:25 The Switch 2 pricing
31:30 Nintendo will continue to deliver
33:20 Join Good Investing Plus
33:40 Early sales indicators
37:55 The 5-year perspective for the Nintendo Switch
40:55 Game selection through the historic lens
44:40 Integrating third-party games into the Nintendo ecosystem
49:22 Closing thoughts
53:00 Thank you
53:15 Disclaimer

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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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? appeared first on Good Investing.

It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat!

We have discussed the following:
00:00 Introducing Alejandro Yela – The Hermit
00:40 Thinking as a hermit
01:35 Alejandro’s investment approach
03:30 Avoiding value traps among small companies
06:26 What ‘The Hermit’ does particularly well
08:00 What’s the endgame?
10:30 Alejandro’s goals and achievements outside of investing
13:14 Idea generation
15:10 The research process
16:42 Good Investing Plus
17:15 Liquidity
19:40 The biggest investment mistake
23:00 Cardlytics
30:35 Differences in EU and US regulations
32:34 Holding on through volatility
34:00 Portfolio construction
39:20 Closing thoughts by Alejandro
41:30 Thank you
41:40 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Cardlytics stock, Alejandro Yela of The Hermit? appeared first on Good Investing.

Alex Morris of TSOH Investing joined us to discuss his new book “Buffett & Munger Unscripted”. You can get it here: https://amzn.to/4iPCtOE

We have discussed the following:
00:00 Introducing Alex Morris
01:07 Why write another book about Berkshire Hathaway?
03:38 How interested investors should read “Buffet & Munger – Unscripted”
04:42 Who the book is for
06:21 The most surprising responses to the book release
07:45 Warren Buffett’s and Charlie Munger’s work
09:22 Topics that didn’t make it in the book
11:15 Alex’s favorite parts of Berkshire Hathaway’s story
14:24 The telematics case & Berkshire’s reaction
17:41 Join Good Investing Plus
18:15 The process of writing: The finish line is not the finish line
21:12 What keeps Alex going while writing
25:00 Closing thoughts & thank you
25:45 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

What to learn from Buffett & Munger Unscripted, Alex Morris? appeared first on Good Investing.

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.

We have discussed the following:
00:00 Episode overview
01:05 Introducing Lucy Chou & Luna Partners
02:10 Why did you start an investing firm?
05:00 What differentiates Luna Partners?
08:30 Staying sane
10:10 Luna Partners’ goals
12:35 Lucy Chou’s long-term vision
14:00 The importance of relationships
17:46 Join Good Investing Plus
18:30 „Value investing with a twist“
22:25 Examples for transformers, cyclical, shooters & compounders
23:30 Lucy Chou’s Research process
24:35 Investment mistakes & process changes
31:20 Mercado Libre
36:30 Why MeLi among all other e-commerce platforms, Lucy Chou?
40:00 Thoughts on the financial side of Mercado Libre
44:30 Analyzing management
46:45 Lucy Chou on Portfolio construction
50:37 Closing thoughts
51:47 Thank you
51:55 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Mercado Libre, Lucy Chou (Luna Partners)? appeared first on Good Investing.

Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.

We have discussed the following:
00:00 Podcast Preview
01:00 Introducing Jackson Zhu
01:33 Jackson’s oil investment in 2020
05:45 Experiences from being an allocator
07:20 Learnings
13:28 The goal of his fund
15:12 Jackson Zhu’s investing style
16:40 “Certainty”
23:07 Join Good Investing Plus
24:10 Jackson Zhu’s Research process
30:03 The difference between being a private and a professional investor
38:30 Door Dash
50:20 When to sell Door Dash
52:00 Portfolio construction
01:02:02 Closing thoughts
01:04:10 Thank you
01:04:28 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like DoorDash, Jackson Zhu (Square Street Capital)? appeared first on Good Investing.

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story.

We have discussed the following for you:
00:00 Podcast preview
01:14 Introducing Pieter Slegers
02:20 The start of Compounding Quality
06:50 Growing on Warren Buffett’s shoulders
09:45 Growing through engagement
12:15 Learning & following ones passion
15:50 Check out the Plus community
16:30 A typical day
22:40 Productivity hacks
24:00 Turning a passion into a business
32:45 Love what you do
36:20 Growth since the beginnings
40:35 Going all-in
44:30 How to build a skill set
51:30 The dead-ends while experimenting
56:10 Becoming a public persona
59:40 Pieter’s immense output
01:04:08 Addressing a broad audience
01:05:19 Outlook for the future
01:07:40 Closing thoughts
01:08:42 Thank you
01:09:20 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

How did you grow Compounding Quality to 440,000 followers? appeared first on Good Investing.

Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you.

Click here to order the book https://amzn.to/4dMEl7q

Learn more about Simon https://www.simonkold.com

In the podcast, we have discussed the following:
00:00 Highlights to look forward to
01:13 Introducing Simon Kold
04:14 The ideal reader for “On the Hunt for Great Companies”
05:30 Implementing the ideas of the book
09:38 Types of investing books
10:56 Offending certain types of investors
13:29 Surprises for the readers
15:10 Company examples: Apple, Berkshire and more…
20:15 Identifying greatness in a company
24:20 Thought patterns in evaluation that can make investment decisions go wrong
25:30 Check out GI Plus
26:12 Popular myths
29:30 Passion
33:45 Things to look for in a company
38:00 Change for Simon
40:50 On writing
42:45 Closing thoughts & recommendation
44:05 Goodbye
44:45 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

What can I learn from “On the Hunt for Great Companies”? appeared first on Good Investing.

We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market.

We have discussed the following:
00:00 Highlights
00:51 Introducing Will Kim
02:38 Stepping away from the corporate world to play the investing game
04:49 Learnings from the early career
06:19 The goals of investing
07:36 The style of investing
10:33 Inspiration for the investment strategy
12:03 The ideas for the portfolio
13:40 The research process
15:01 Assessing high quality
16:56 Investment mistakes to avoid with the example of Upwork
22:01 Learnings after years of investing
23:21 Nvidia stock
29:34 When to sell
30:13 Portfolio construction
32:52 What sets Will’s process apart
35:08 Airbnb stock
38:10 Why it’s difficult to copy Airbnb
42:14 The research process with Airbnb
46:28 The exit strategy at Airbnb
47:16 Closing thoughts
48:29 Goodbye
48:44 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/

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.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? appeared first on Good Investing.