Good Investing Talks

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

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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 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

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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 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

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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.
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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 Gi 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

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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 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

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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.
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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

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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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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/

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

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy.

We have discussed the following:
00:00 Introduction to Chris Waller
01:30 Investments Chris Waller is excited about
05:20 What is his strategy?
07:30 Chris Waller’s circle of competence
10:12 Reflecting on Naked Wines
12:45 Finding industry experts
14:38 When to stay away from investing
17:00 Governance
21:20 Terravest investment case
27:56 Terravest’s holding period
31:00 Potential risks with Terravest
33:00 Why Chris became a fund manager
36:52 Check out GI Plus
37:30 Value Investing
39:00 The competitive edge of Chris as a fund manager
41:30 Portfolio construction
44:20 Closing thoughts
45:50 Thank you
46:10 Disclaimer

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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 = *

Chris Waller, why does Plural Investing own TerraVest stock $TVK? appeared first on Good Investing.

In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead.

You can buy the book here: https://amzn.to/3ZtOzTw

Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/

The Good Investing universe
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Transparency
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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.

Affiliate Link = *

The Complete Financial History of Berkshire Hathaway (Adam Mead) appeared first on Good Investing.

In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables.

We have discussed the following:
00:00 Intro
00:35 Welcome to part 2 of the ABO Wind video
01:00 From ABO Wind to ABO Energy
02:00 Becoming a global player in renewables
05:25 Understanding ABO Wind’s markets
07:03 Political shifts
08:20 The most attractive markets
10:25 How to navigate risk in a regulated markets
11:05 The challenging markets
14:30 Learnings from new market entrants
16:15 Patience
18:04 Bottlenecks for ABO Wind
19:30 Margins in the different markets
21:20 The Role of Europe for ABO Wind
24:20 Costs of a megawatt
27:30 The hydrogen pipeline
33:07 Check out GI Plus
33:35 Valuing the hydrogen pipeline
36:03 The battery pipeline
40:00 Valuing the battery pipeline
40:51 Future growth
43:45 Closing thoughts
44:40 Thank you & goodbye
45:00 Disclaimer

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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 are ABO Wind’s best markets, CEO Karsten Schlageter? appeared first on Good Investing.