이 팟캐스트 소개 🔗
Learn from investors who think in decades
진행자:
업데이트 빈도:
every 21 days
평균 오디오 길이:
61 minutes
게스트 인터뷰
스폰서 있음
영어
미국
에피소드 102 개
2021년 1월 24일부터
episodic
최신 에피소드 🔗
Raghav Mittal watched a boring Indian supplier to steel mills grow into a 100-bagger over 10 years. He never bought it. He thinks many allocators make the same mistake with India: they judge the whole country by its index.
In this talk from the first Good Investing Night in Munich, the founder o…
이전 에피소드 🔗
Shaurya Gupta started his investment firm, Gupta Partnership, at 21. Eight years later, he says the biggest lesson is to expect far more volatility than you think. Then he presents three companies that Charlie Munger studied and admired but, as far as we know, did not own directly.
Get Shau…
Gisela Baur met Warren Buffett as a young German financial journalist in the 1990s. A 10-page letter got her to Omaha. At a baseball game he greeted her by name. She has followed him for almost 30 years since.
In this talk from the first Good Investing Night in Munich, she shares what she le…
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 Management00:30 Playing the long game01:20 Who …
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 Investments00:36 How to meet Brett at the BRK AGM 2025 in Omaha01:…
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 expert00:38 The Nintendo Switch 2 announcement05:45 How Nintendo master the art of lean…
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 Hermit00:40 Thinking as a hermit01:35 Alejandro’s investment approach03:30 Avoi…
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 Morris01:07 Why write another book about Berkshire Hathaway?03:38 How interested …
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 overview01:05 Introducing Lucy Chou & Luna Partners02:10 Why did you start an investing fi…
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 Preview01:00 Introducing Jackson Zhu01:33 Jackson’s oil investment in 202005:45 Experiences from bein…
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