Goshawk Podcast

An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality.This episode was recorded on 3rd August 2026.You can also watch this vlog on YouTube here: ⁠https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczq⁠Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality.This episode was recorded on 3rd August 2026.You can also watch this vlog on YouTube here: https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczqDisclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 6th July 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 6th July 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 9th May 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 9th May 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

The audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel.This episode was recorded on 27th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel.This episode was recorded on 27th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

The audio-only recording of a vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on Warren Buffett's investment approach.This episode was recorded on 18th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

A vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on Warren Buffett's investment approach.This episode was recorded on 18th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.