Good Investing Talks

Alex Furmanski (Unison Asset Management) [https://www.good-investing.net/wp-content/uploads/2025/04/alex-furmanski-hp.jpg] 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 Management 00:30 Playing the long game 01:20 Who shaped Alex as an investor 03:50 Risk factors 05:15 Alex Furmanski’s goals 09:00 How Unison Asset Management differentiates itself 11:40 Getting quality for the right price 13:05 Exceptional quality 14:06 Idea generation 16:00 The research process 17:30 Learning from investment mistakes 19:10 Check out GI Plus 19:45 Deere & Company stock – A case for the company 27:14 The holding horizon for Deere & Company 27:52 The ideal investment thesis 30:05 Portfolio construction 32:15 Is it an anxious strategy to portfolio building? 33:50 Thank you 34:00 Disclaimer Join Good Investing Plus ➕ [https://s.w.org/images/core/emoji/16.0.1/72x72/2795.png] Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4e7.png] Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Helpful tools for investors 📈 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c8.png] Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw 📶 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4f6.png] TIKR – great data tool *: https://tikr.com/goodinvesting/ 💱 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4b1.png] 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. 📃 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c3.png] Disclaimer: https://good-investing.net/imprint/disclaimer/ Affiliate Link = * Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? [https://www.good-investing.net/podcast/2025/05/why-do-you-like-deere-company-stock-alex-furmanski-of-union-asset-management/] appeared first on Good Investing - Understanding businesses & Connecting investors [https://www.good-investing.net]. [https://vg02.met.vgwort.de/na/1ece166196ac4fae8e6ec43c83fcdbd6]

Brett Gardner - Buffett’s Early Investments [https://www.good-investing.net/wp-content/uploads/2025/04/brett-gardner-hp.jpg] 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 Investments 00:36 How to meet Brett at the BRK AGM 2025 in Omaha 01:16 The early reception of the book 02:18 How does the book fit into the line-up of all the Berkshire Hathaway books? 04:20 What to expect from reading it 05:17 Writing for value investing nerds 07:26 Parts of the Buffet story that didn’t make the cut 08:38 Brett’s favourite Buffett investments 11:45 Join Good Investing Plus 12:41 What Brett learned about himself while writing 14:50 Insights into the publishing process 17:30 The difficulties of writing & publishing a book 19:50 The time needed 21:06 How to gain traction on Amazon 21:50 Is writing a book about investing worth it? 23:55 Closing thoughts 24:30 Reach out to Brett via brett@buffetsearlyinvestments.com 25:02 Disclaimer GOODINVESTING #INVESTINGBOOK #BUFFETTBOOK Join Good Investing Plus ➕ [https://s.w.org/images/core/emoji/16.0.1/72x72/2795.png] Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4e7.png] Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Helpful tools for investors 📈 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c8.png] Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw 📶 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4f6.png] TIKR – great data tool *: https://tikr.com/goodinvesting/ 💱 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4b1.png] 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. 📃 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c3.png] Disclaimer: https://good-investing.net/imprint/disclaimer/ Affiliate Link = * What to learn from Buffett’s Early Investments, Brett Gardner? [https://www.good-investing.net/podcast/2025/04/what-to-learn-from-buffetts-early-investments-brett-gardner/] appeared first on Good Investing - Understanding businesses & Connecting investors [https://www.good-investing.net]. [https://vg02.met.vgwort.de/na/1ece166196ac4fae8e6ec43c83fcdbd6]

Ryan O'Connor - Switch 2 [https://www.good-investing.net/wp-content/uploads/2025/04/ryan-hp.jpg] 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 expert 00:38 The Nintendo Switch 2 announcement 05:45 How Nintendo master the art of leaning into the right thing 15:55 AAA games: Where the Switch 2 improves on the base Switch 25:25 The Switch 2 pricing 31:30 Nintendo will continue to deliver 33:20 Join Good Investing Plus 33:40 Early sales indicators 37:55 The 5-year perspective for the Nintendo Switch 40:55 Game selection through the historic lens 44:40 Integrating third-party games into the Nintendo ecosystem 49:22 Closing thoughts 53:00 Thank you 53:15 Disclaimer Join Good Investing Plus ➕ [https://s.w.org/images/core/emoji/16.0.1/72x72/2795.png] Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4e7.png] Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Helpful tools for investors 📈 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c8.png] Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw 📶 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4f6.png] TIKR – great data tool *: https://tikr.com/goodinvesting/ 💱 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4b1.png] 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. 📃 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c3.png] Disclaimer: https://good-investing.net/imprint/disclaimer/ Affiliate Link = * Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? [https://www.good-investing.net/podcast/2025/04/is-the-switch-2-lifting-nintendo-stock-on-another-level-ryan-oconnor/] appeared first on Good Investing - Understanding businesses & Connecting investors [https://www.good-investing.net]. [https://vg02.met.vgwort.de/na/1ece166196ac4fae8e6ec43c83fcdbd6]

Alejandro Yela [https://www.good-investing.net/wp-content/uploads/2025/04/alejandro-yela-hp.jpg] 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 Hermit 00:40 Thinking as a hermit 01:35 Alejandro’s investment approach 03:30 Avoiding value traps among small companies 06:26 What ‘The Hermit’ does particularly well 08:00 What’s the endgame? 10:30 Alejandro’s goals and achievements outside of investing 13:14 Idea generation 15:10 The research process 16:42 Good Investing Plus 17:15 Liquidity 19:40 The biggest investment mistake 23:00 Cardlytics 30:35 Differences in EU and US regulations 32:34 Holding on through volatility 34:00 Portfolio construction 39:20 Closing thoughts by Alejandro 41:30 Thank you 41:40 Disclaimer Join Good Investing Plus ➕ [https://s.w.org/images/core/emoji/16.0.1/72x72/2795.png] Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4e7.png] Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Helpful tools for investors 📈 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c8.png] Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw 📶 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4f6.png] TIKR – great data tool *: https://tikr.com/goodinvesting/ 💱 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4b1.png] 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. 📃 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c3.png] Disclaimer: https://good-investing.net/imprint/disclaimer/ Affiliate Link = * Why do you like Cardlytics stock, Alejandro Yela of The Hermit? [https://www.good-investing.net/podcast/2025/04/why-do-you-like-cardlytics-stock-alejandro-yela-of-the-hermit/] appeared first on Good Investing - Understanding businesses & Connecting investors [https://www.good-investing.net]. [https://vg02.met.vgwort.de/na/1ece166196ac4fae8e6ec43c83fcdbd6]

Alex Morris - Buffett & Munger Unscripted [https://www.good-investing.net/wp-content/uploads/2025/03/allex-morris-hp.jpg] 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 Morris 01:07 Why write another book about Berkshire Hathaway? 03:38 How interested investors should read “Buffet & Munger – Unscripted” 04:42 Who the book is for 06:21 The most surprising responses to the book release 07:45 Warren Buffett’s and Charlie Munger’s work 09:22 Topics that didn’t make it in the book 11:15 Alex’s favorite parts of Berkshire Hathaway’s story 14:24 The telematics case & Berkshire’s reaction 17:41 Join Good Investing Plus 18:15 The process of writing: The finish line is not the finish line 21:12 What keeps Alex going while writing 25:00 Closing thoughts & thank you 25:45 Disclaimer Join Good Investing Plus ➕ [https://s.w.org/images/core/emoji/16.0.1/72x72/2795.png] Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4e7.png] Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/ Helpful tools for investors 📈 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c8.png] Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw 📶 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4f6.png] TIKR – great data tool *: https://tikr.com/goodinvesting/ 💱 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4b1.png] 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. 📃 [https://s.w.org/images/core/emoji/16.0.1/72x72/1f4c3.png] Disclaimer: https://good-investing.net/imprint/disclaimer/ Affiliate Link = * What to learn from Buffett & Munger Unscripted, Alex Morris? [https://www.good-investing.net/podcast/2025/03/what-to-learn-from-buffett-munger-unscripted-alex-morris/] appeared first on Good Investing - Understanding businesses & Connecting investors [https://www.good-investing.net]. [https://vg02.met.vgwort.de/na/1ece166196ac4fae8e6ec43c83fcdbd6]