Good Investing Talks

94 Episodes

1. What are your lessons for compounding in the Nordics, Daniel Glaser?

   Published: 13/02/2021
2. What are the pains of growth for Naked Wines? A talk with CEO Nick Devlin

   Published: 05/02/2021
3. Is Nintendo a multi-bagger? Ryan O'Connor on Todd Wenning deep dive on the japanese stock

   Published: 31/01/2021
4. Is Naked Wines building a mousetrap? A chat with Rowan Gormley

   Published: 25/01/2021
5. Are 1 - 2 investments per year enough? Andrew Rosenblum on AHA moments

   Published: 25/01/2021
6. How friendship helps to find the best stocks - Dennis Hong & Fred Liu

   Published: 25/01/2021
7. What makes internet stocks attractive, Dennis Hong (ShawSpring)?

   Published: 25/01/2021
8. Why are you invested in Sea Limited and Carvana? A Q&A with Fred Liu (Hayden Capital)

   Published: 25/01/2021
9. Why is he heavily invested in Carvana? Investor Clifford Sosin on Carvana

   Published: 25/01/2021
10. How to generate ideas? A talk with outperforming Value Investor Cliff Sosin

    Published: 25/01/2021
11. What is a good Investment process? A talk with the Value Investor Rob Vinall

    Published: 25/01/2021
12. How to evaluate management? A talk with Value Investor Robert Vinall

    Published: 25/01/2021
13. What has a bar to do with finding investment ideas? Guy Spier on idea generation, process & research

    Published: 25/01/2021
14. How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich

    Published: 24/01/2021