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.

Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast!

We have discussed the following:
00:00 Preview
00:52 Introducing Xin
01:27 Investing in China now compared to the past years
02:15 Why China is paradise for value investors currently
06:55 Data availability today
10:11 How to make money in a market like China
16:20 Observations on the market
20:57 Finding a good company
26:38 Criteria to build on an idea
28:40 Portfolio structure
30:33 Value through shorting
36:10 Gongniu Group
45:27 Join GI Plus
45:50 When to sell
48:33 Andon Health
56:22 Dealing with competence
01:00:34 Closing thoughts
01:01:43 Goodbye
01:02:00 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 Andon Health + Gongniu Group, Xin Wu (Banyan)? appeared first on Good Investing.

It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast!

We have discussed the following:
00:00 Podcast Preview
01:30 Introducing Dan Rupp
01:51 Why invest in Asia now?
05:36 Defining „Asia“‘s geography
07:37 Why go active instead of passively investing Asia
13:17 Where are the best opportunities?
16:26 Holding period in a volatile market
21:04 Patterns that offer opportunities
24:37 Check out GI Plus
25:08 Portfolio construction in the Asian market
27:40 Things to avoid
30:25 Dan’s thoughts on portfolio size
33:15 Finding the best opportunities
35:40 Case study of Haier
44:27 Why start a fund?
50:20 Meaning behind „Parkway“
51:29 Closing thoughts
52:25 Thank you
52:35 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 Haier D shares, Dan Rupp of Parkway Capital? appeared first on Good Investing.

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks!

We have discussed the following:
00:00 Podcast Preview
00:42 Introducing Dede Eyesan
01:27 Starting out in the fund industry
03:41 How to stay focussed on making money
05:17 What do you look for in a stock?
06:40 What does Jenga Investment Partners stand for?
08:45 What investments are you passionate about?
13:27 What makes you change your mind?
14:51 Where do the ideas for investments come from?
16:30 Where a lot of time goes into
17:51 Investment mistakes
20:00 Development after 5 years
21:46 Checkout GI Plus
22:25 What problems is Alpha Group International PLC stock solving?
28:12 Research process
31:28 Thesis creep: When the thesis changes…
34:23 Dede Eyesan’s Exit strategy
36:00 Why did you start a fund, Dede Eyesan?
39:40 What makes the fund different
43:35 Struggles as a young fund manager
45:30 Framework for portfolio construction
48:25 Meta thougths
51:09 Closing thoughts
51:35 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 Alpha Group International PLC, Dede Eyesan? appeared first on Good Investing.

It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks!

We have discussed the following:
00:00 Podcast preview
00:53 Introducing Sam Hollanders
03:30 What does Chess Capital stand for?
06:27 Starting out in the Photoshop business
09:09 Why start a fund?
12:12 Bringing value to the marketplace
16:06 The competitive advantage
18:25 Investment strategy
22:07 Investments that Sam is passionate about
26:45 The most “boring” investment framework
29:08 Check out Good Investing Plus
29:40 Reasons not to invest
31:40 Turning an idea into an investment
36:20 What has changed in the past 5 years?
37:30 What does Cake Box Holdings PLC do?
43:30 How to be sure Cake Box Holdings PLC is not a fraud
48:48 Sam Hollanders’ Exit strategy
49:50 Framework for portfolio construction
55:25 Closing thoughts
56:15 Goodbye
56:30 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/

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 Cake Box Holdings PLC, Sam Hollanders? appeared first on Good Investing.

It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks!

We have discussed the following:
00:00 Preview for the episode
00:40 Introducing Theron de Ris
03:03 The early impressions
04:50 Understanding Eschler
07:12 What Sorengo Partners stands for
09:40 The investing philosophy of Sorengo Partners
16:42 Typical investment cases
21:52 Check out GI Plus
22:30 Special situations
25:15 The research process
27:30 Changes over the past 5 years
29:00 Theron de Ris on identifying the steps in the cycle
31:30 Larger holdings in the fund
32:40 Jet2Airways
39:45 Patience
41:00 Learnings from helping fund managers
42:30 Things that can go wrong
44:00 Why did you start a fund, Theron de Ris?
47:00 Theron’s competitive advantage as a fund manager
48:00 Portfolio construction
51:50 Closing thoughts
52:10 Thank you
52:22 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 Jet2Airways stock, Theron de Ris? appeared first on Good Investing.

Could Korean stocks offer the same chance for high returns as Japanese stocks had?

I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management.

The video was recorded end of February 2024.

We have discussed the following:
00:00 Podcast preview
00:58 Introducing Petra Capital
02:34 Is South Korea the winner of the US-China conflict?
05:59 Investing atmosphere in the past 2 years
08:12 Friendly activism
09:38 Competition within Korea
13:46 Example company: Hyundai Motor Company GDR stock
17:55 Example company: Youngone Corp stock
20:03 Export orientation
22:27 Idea generation
28:45 How entrepreneurial is Korea?
31:49 Check out GI Plus
32:29 Research process and K-Pop
37:20 Portfolio construction
39:55 Resilience of the portfolio
42:00 Closing thoughts
49:23 Thank you
49:30 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/

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 Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)? appeared first on Good Investing.

In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond.

Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/

Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-meeting-2024-the-reunion/

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 = *

Tom Gayner on the Markel Brunch and the Reunion 2024 appeared first on Good Investing.