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Good Investing Talks
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Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Connecting Investors & Understanding Businesses
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93 episoade
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Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Connecting Investors & Understanding Businesses
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93 episoade
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×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 - Understanding businesses & Connecting investors .…
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1 How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers? 1:09:53
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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 - Understanding businesses & Connecting investors .…
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1 What can I learn from "On the Hunt for Great Companies"? 44:53
44:53
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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 - Understanding businesses & Connecting investors .…
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1 Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? 49:16
49:16
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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 - Understanding businesses & Connecting investors .…
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1 Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)? 1:02:30
1:02:30
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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 - Understanding businesses & Connecting investors .…
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1 Why do you like Haier D shares, Dan Rupp of Parkway Capital? 53:04
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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 goodinvesting #asia #investinginasia 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 - Understanding businesses & Connecting investors .…
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1 Why do you like Alpha Group International PLC, Dede Eyesan? 52:01
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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 - Understanding businesses & Connecting investors .…
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1 Why do you like Cake Box Holdings PLC, Sam Hollanders? 56:55
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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 - Understanding businesses & Connecting investors .…
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1 Why do you like Jet2Airways stock, Theron de Ris? 52:51
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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 - Understanding businesses & Connecting investors .…
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1 Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)? 49:57
49:57
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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 - Understanding businesses & Connecting investors .…
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1 Tom Gayner on the Markel Brunch and the Reunion 2024 10:02
10:02
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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 - Understanding businesses & Connecting investors .…
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1 Chris Waller, why does Plural Investing own TerraVest stock $TVK? 46:41
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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 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 = * Chris Waller, why does Plural Investing own TerraVest stock $TVK? appeared first on Good Investing - Understanding businesses & Connecting investors .…
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1 The Complete Financial History of Berkshire Hathaway (Adam Mead) 18:01
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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 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Helpful services for investors ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/ TIKR – great data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Newsletter & legal ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Imprint: https://www.good-investing.net/imprint/ Disclaimer: https://good-investing.net/imprint/disclaimer/ 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. Affiliate Link = * The Complete Financial History of Berkshire Hathaway (Adam Mead) appeared first on Good Investing - Understanding businesses & Connecting investors .…
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1 What are ABO Wind's best markets, CEO Karsten Schlageter? 45:20
45:20
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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 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 are ABO Wind’s best markets, CEO Karsten Schlageter? appeared first on Good Investing - Understanding businesses & Connecting investors .…
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1 Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? 38:04
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ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following: 00:00 Intro 00:30 Introducing Karsten Schlageter 00:50 Transforming Abo Wind’s governance into a KGaA 09:30 Closing the KGaA transformation 10:26 The role of minority shareholders 12:27 Are you overstuffed? 17:36 The culture at ABO Wind 19:49 Onboarding of new employees 23:08 Being competitive 25:00 International knowledge exchange 26:10 Check out GI Plus 26:40 Capital allocation 30:20 Looking for the right opportunities 31:29 Capital raises 36:10 Thoughts on dividends 37:35 Check out part 2 37:45 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 = * Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? appeared first on Good Investing - Understanding businesses & Connecting investors .…
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