Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following: 00:00 Podcast preview 00:58 Introducing Petra Capital 02:34 Is South Korea the winner of the U…

Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. More about Antipode…

This week Investing in Good features Topeka Symphony Executive Director Kevin Burton as he discusses opportunities for community involvement in the symphony, the upcoming season and the continued development of the youth orchestra.بقلم Clint Patty

In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-mee…

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following: 00:00 Introduction to Chris Waller 01:30 Investments Chris Waller is excited about 05:20 What is his strategy? 07:30 Chris Waller’s circl…

In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus communit…

Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid electric …

In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following: 00:00 Intro 00:35 Welcome to part 2 of the ABO Wind video 01:00 From ABO Wind to ABO Energy 02:00 Becoming a global player in renewables 05:25 Understan…

ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:…

Join us on a episode taped just before the Super Bowl with Chris Stewart, Executive Director of the Bridge of Topeka. Through his ministry, Chris has taken his vision of empowering area children to become servant leaders through long-term mentoring relationships with the Bridge's Lunch Buddies and Life Buddies programs. Learn more at bridgeoftopeka…

In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL). Key times: Has the F…

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following: 00:00 Recap 00:40 Introduction to part 2. Please check out part 1: 01:06 HomeToGo competitors 02:40 Smoobu competitors 06:27 The complexity of problem-solving wit…

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following: 00:00 Teaser 00:32 Intro 00:51 The biggest challenge in the last two years 01:31 Biggest challenge at the moment 04:03 Acquiring new busin…

This month's podcast covers everything from Plato to Kobe to Henry Kissinger as Investing in Good features Omni Circle's Michael Odupitan and the great work Omni Circle is doing in empowering individals in our community.بقلم Clint Patty

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following: 00:00 Intro 00:47 Introducing Steffen Schneider of HomeToGo 01:13 Reasons for considering HomeToGo in a competitive market 02:26 Customer persona A – the renter 08:06 Customer persona B – the sma…

In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager. Stock…

Library Foundation Executive Director Ashley Charest joins us this month to talk all things Topeka Shawnee County Public Library.

We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following: 00:00 Welcoming Per Brilioth 01:19 Getting through volatile periods 03:49 What went wrong with Babylon? 05:40 Learnings from Babylon bankruptcy 11:05 Portfolio…

The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes Investment Director) and John Stavliotis (Antipodes Emerging Markets PM) discuss …

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following: 00:00 Welcoming Matthew Brown to the podcast 00:45 The Beginning of Matthew’s investing career 04:57 The Investment Research Management System 07:39 Reasons for using Notion 1…

This week in Investing in Good, we talk with the President of Stormont-Vail Foundation Amy Burns about the impact the Foundation is making on health care in North-East Kansas.

Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes Investment Director) is joined by Graham Hay (Antipodes Portfolio Manager Industrial, H…

This week's guest (our first) is Pam Evans, Director of Marketing and Development for Family Service and Guidance Center of Topeka.

In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. Here you can find the first part: https://www.good-investing.net/podcast/2023/09/christopher-tsai-what-is-the-ultimate-goal-of-investing/ We have discussed the following: 00:00 Check out Pa…

I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We have discussed the following: 00:00 Welcoming Shaurya Gupta 00:33 Making it through the first 5 year 04:43 Starting a partnership early 06:33 Check out Stratosphere 07:0…

In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries more sustainable. It might surprise you that the con…

We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin. We have discussed the following: 00:00 Welcoming a special guest in our new studio 00:57 Navigating investing for 23 years 02:00 Building a client base 04:30 Chris‘ ultimate goal 05:15 The early portfolio …

Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services. We have discussed the following: 00:00 Welcome 00:27 Disclaimer 00:40 Introducing Joshua Collinsworth 02:06 L…

At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world. In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest. Key Times: I…

In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/ We have discussed the following: 00:00 Teaser 00:26 Good Investing Talks Intro 01:10 What were your best in…

The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% off its all-time highs. But it’s the seven largest US tech stocks which have contributed half of the performance in global equities this quarter and calendar year. In this quarterly update episode, Alison Savas (Investment Director) …

It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel’s reputation. We have discussed the following: 00:00 Introduction 01:05 Introducing Tom Gayner 01:50 Describing the market with music 06:57 “Touring” to bu…

Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms. In this conversation with Alison Savas, Ian discusses why he believes the west has a "vanishingly small" chance of avoiding recession, but explains how a new source of liqu…

It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded. The domestic recovery has been slower than expected and exports continue to be weighed down by economic deterioration in the West. But John Stavliotis (Lead PM of Antipod…

Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the cusp of the closely-watched Fed pivot. But will the pivot come as quickly as the market expects and will the outcomes …

Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge. The episode also covers potential investment opportunities given the dislocation in US and European financials, including insights into ou…

Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments. We have discussed the following: 00:00 Teaser 00:29 Intro Good Investing Talks & Disclaimer 01:07 Introducing Thomas Triska 01:41 The regional i…

Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following: 00:00 Introduction 00:21 Good Investing Talks Intro 01:00 Why did you not invest in Apple? 08:37 Handling mistakes 14:00 Check out Stratosphere https://www.stratosphere.io/ and get 25% off with the code goodinvesting 14:…

Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can find additional information: https://www.alpha-star-aktienfonds.de/europa/ In Good Investing Plus, we have also discussed an investment idea…

Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed the following: 00:00 Teaser & Introduction 00:57 Welcome back, Guy Spier 01:33 Guy’s meditation prac…

Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment. In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offshore wind), the role of gas, and shares perspectives on the challenges the world faces in the transiti…

Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining. We have discussed the following: 00:00 Introduction 01:05 Introducing Anthony Young 02:05 Disclaimer 02:12 Anthony‘s background 03:25 From…

Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. In part 1 (1:00 - 15:00), Alison and Rameez discuss the state of global equities - including Antipodes' views on markets and the macro in the US, Europe and China. In part 2 (15:00 - 27:00), the discussion turns to gold. After a lacklustre p…

Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their performance? The answer is surprisingly good! We have discussed the following: 00:00 Teaser 00:12 Introduction & Disclaimer 00:41 Introducing Mark Cohen & Raphi R…

Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and what he has built with Journalytic. Apply to Plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.net/sup…

Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardware, Industrials and Commodities Healthcare Domestic Asia and EM Domestic Developed Markets. This is our final episode for the year. We thank you all for listening and wish you a safe and happy holiday period. …

Check-out Wise ► https://good-investing.net/wise/ * JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company. Apply to plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.net/suppor…

In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis. They discuss why investors should consider Emerging Markets now, along with some of the key opportunities across emerging economies - including Mexico, Indonesia and Brazil.بقلم Antipodes Partners

va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out Wise* ► https://good-investing.net/wise/ Apply to Plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.n…