Good Investing Talks

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102 Episódios

What Allocators Get Wrong About India - Raghav Mittal
28/10/2026
14:16
Raghav Mittal (Dhamma Capital) on why India's index hides its growth, how he checks governance on the ground and how he values fast growers.
A Three-Stock Charlie Munger Portfolio - Shaurya Gupta
21/10/2026
14:03
Shaurya Gupta on three companies Charlie Munger admired: TSMC, Amazon and Alphabet, and what eight years of running a firm taught him.
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What 30 Years With Warren Buffett Taught Me - Gisela Baur
15/10/2026
16:41
Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger's trust rule and why she never bought Berkshire.
Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?
06/05/2025
34:33
Alex Furmanski of Union Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock.
What to learn from Buffett's Early Investments, Brett Gardner?
28/04/2025
25:32
Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.
Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?
21/04/2025
53:43
Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.
Why do you like Cardlytics stock, Alejandro Yela of The Hermit?
17/04/2025
42:09
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!
What to learn from Buffett & Munger Unscripted, Alex Morris?
31/03/2025
26:08
What to learn from Buffett & Munger Unscripted, Alex Morris?
Why do you like Mercado Libre, Lucy Chou (Luna Partners)?
19/02/2025
52:25
Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.
Why do you like DoorDash, Jackson Zhu (Square Street Capital)?
12/02/2025
Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

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Good Investing Talks

Good Investing

102 Episódios

What Allocators Get Wrong About India - Raghav Mittal

A Three-Stock Charlie Munger Portfolio - Shaurya Gupta

What 30 Years With Warren Buffett Taught Me - Gisela Baur

Why do you like Deere &amp; Company stock, Alex Furmanski of Unison Asset Management?

What to learn from Buffett's Early Investments, Brett Gardner?

Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?

Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

What to learn from Buffett &amp; Munger Unscripted, Alex Morris?

Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?

What to learn from Buffett & Munger Unscripted, Alex Morris?