Пікірлер

• 
  @Value_Geek94478 күн бұрын

  Cakebox is no brainer, thank you fot sharing

• 
  @GoodInvestingTalks8 күн бұрын

  No egg, no brain? 😅

• 
  @Value_Geek94477 күн бұрын

  @@GoodInvestingTalks 6% dividend yield, 10-20% revenue growth for next 5-10 years, CEO owns 30%, ROE,ROCE > 25 last 5 years (No Brainer decision ;))

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  @MNSTgrowth13 күн бұрын

  Christopher is great but the interviewer is not. He should let his guests speak and not interrupt and tell them what not to talk about. Also, how he built his business is a great topic and not a bore. People who watch this channel want to know the details on how to make it

• 
  @GoodInvestingTalks12 күн бұрын

  Thanks. But I really don't get your critique. What time stamp are you referring to?

• 
  @ReflectionOcean22 күн бұрын

  By YouSum Live 00:00:29 Value investing journey from banking to private equity. 00:01:43 Transition to value investing through cash flow analysis. 00:02:03 Turtle Creek's strong track record emphasizing risk minimization. 00:02:43 Portfolio diversification strategy with a focus on risk management. 00:04:32 Buy and hold intention with flexibility based on price changes. 00:05:55 Emphasis on company operations and adaptability over economic moats. 00:07:07 Success in identifying companies adept at acquisitions for growth. 00:08:16 Concentrated portfolio distribution with top holdings' weightings. 00:09:06 Geographical focus on North America with a mid-cap company preference. 00:12:02 Importance of company culture and history in investment assessment. 00:15:01 Idea generation through conversations with industry analysts and conferences. 00:16:46 Patient approach to company selection and valuation process. 00:20:40 Value defined as present value of cash flows for investment decisions. 00:21:00 Market efficiency perception and expectation of future returns. 00:21:34 Reflective long-term thinking in investing. 00:21:42 Rise of passive investing and market changes. 00:22:02 Utilizing big data and back testing for market analysis. 00:22:18 Defining efficiency as stable share prices. 00:22:40 Opportunity in market overreactions for returns. 00:23:24 Aim to outperform market with de-risked portfolio. 00:23:39 Strategy: owning undervalued quality companies. 00:24:02 Willingness to buy more during stock price drops. 00:24:26 Combining quality companies with market irrationality. By YouSum Live

• 
  @jonnagap8723 күн бұрын

  Every time I hear him speak, I come back thinking he is the true successor to the Buffet way and should be running Berkshire. It’s the same simplicity in thought, valuing patience and complete adherence to principles.

• 
  @GoodInvestingTalks8 күн бұрын

  Hahaha... I will pay you a beer if that happens 😅

• 
  @gregorsimon9337Ай бұрын

  Hi, I'm glad to have found you and subscribed your channel. I'm actually invested in Hyundai for a few months. Went pretty good this far. 😊

• 
  @GoodInvestingTalks8 күн бұрын

  Great to see you again! I hope things have developed great for you 😊.

• 
  @davorsostaricАй бұрын

  Great stuff. We need an “update”. Can you get him again?

• 
  @Christian-ry3olАй бұрын

  "What happened in Germany could happen in any country" Yes, currently in Israel. And guy refuses to acknowledge it because of his inherent biases.

• 
  @TheLongestRunwayАй бұрын

  Great! Thanks

• 
  @backpacklyАй бұрын

  Loved the gabelli event today, thank you for the invite!

• 
  @GoodInvestingTalksАй бұрын

  Great you enjoyed it! 😊

• 
  @blek99Ай бұрын

  Hi, could you tell us where (what event) this session was recorded? Great talk btw.

• 
  @GoodInvestingTalksАй бұрын

  In Luxemburg in 2019.

• 
  @AlessandroOrlandi83Ай бұрын

  Very good interview

• 
  @LukeHowardTaylorАй бұрын

  Nice work Theron

• 
  @shaunapetschke3979Ай бұрын

  Did you get your credentials in the mail? I sent my form in ages ago, but have not gotten anything yet.

• 
  @GoodInvestingTalksАй бұрын

  No. But I am in Germany. Could take long to ship

• 
  @PetraCapitalАй бұрын

  Yes, Petra has funds in which qualified investors (both Korean and international) can invest. Petra has outperformed the Korean benchmark by a wide margin since its inception in 2009. Please direct your inquiries to our company's email in the homepage.

• 
  @daniellevens99902 ай бұрын

  Chan is great! If you want to invest in Korea, Petra is a great vehicle

• 
  @GWalker-vr7oe2 ай бұрын

  Is Petra Capital recommending Youngone Corp or Youngone Holdings?

• 
  @GoodInvestingTalks2 ай бұрын

  This interview is no investment advice and no recommendation. The stocks are used as an example 😊.

• 
  @awanderer90002 ай бұрын

  Does Petra Capital have a fund in which general public or qualified investors can invest? What is the performance of this fund (3yr, 5yr, 10yr, since inception annualized)? I could not find this information anywhere.

• 
  @crunchycho2 ай бұрын

  excellent. i had no interest in korean businesses, but this definitely warrants more research!

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  @GoodInvestingTalks2 ай бұрын

  Thank you very much!

• 
  @FainaruFurasshu2 ай бұрын

  Atos has collapsed by 97% LMFAO

• 
  @GoodInvestingTalks2 ай бұрын

  Investing is hard.

• 
  @Hddftkkk2 ай бұрын

  This very successful gentleman gets zero engagement and Andy Elliott videos are stuffed with comments. Smh - what a world!

• 
  @fcaspergerrainman2 ай бұрын

  Can I be honest? He is a good “talker”…not a good investor, look at his track record…look at the numbers, for real. Just because someone can blah blah blah and met Buffett once doesn’t mean he is a good investor…sorry too blunt but it’s fact

• 
  @johnperalta732 ай бұрын

  Great video! I'm from Omaha so when I stumbled upon your video I thought I'd watch to see what outsiders have to say about Omahaand BRK. You've done good research. Enjoy your time here! My personal opinion about transportation for anyone coming to Omaha is to get a rental car. It may cost you more, but you can't beat the freedom & flexibility to explore that a car provides.

• 
  @GoodInvestingTalks2 ай бұрын

  Thank you very much for this wonderful compliment! It means a lot 😊. I totally see your point. It makes sense if you are around longer. But most AGM visitors are just in for a few days and mainly are at Old Market. Public transport is totally fine then. And more $ of that spend stay in Omaha and the community.

• 
  @scottiebumich2 ай бұрын

  at near $70CAD the price seems very stretched. I hold a position but am starting to lighten up. Pricing in so much future M&A. Already sold off 10% of position at $61CAD. Will sell another 20% at $75CAD.

• 
  @GoodInvestingTalks2 ай бұрын

  Thank you for your insight!

• 
  @dipaknadkarni622 ай бұрын

  Thank you very much. I will be there for the first rime.

• 
  @dipaknadkarni622 ай бұрын

  time.

• 
  @GoodInvestingTalks2 ай бұрын

  I hope you enjoy it!

• 
  @JohnChen-hv2xq2 ай бұрын

  Hi thank you for this great video! Quick question about the tickets - even if my friend and I are not shareholders, once we got the tickets from Ebay, we are all set, correct? There will not be any further verifications during the event that would restrict us non-shareholders from accessing certain spaces in the AGM that are accessible to other normal shareholders?

• 
  @GoodInvestingTalks2 ай бұрын

  I don't know of anything that could be a problem. And you can always just buy 1 share.

• 
  @weekendcode2 ай бұрын

  Hello, I have a question. I am a shareholder of Berkshire Hathaway stock on December 30th of last year. I heard that last year's shareholder meeting gave each person four credentials. How many credentials can one person receive at the door this year? (at CHI center will call) I live in Korea, so I will bring my stock certificate in English. I'd like to bring a few people with me to the shareholder meeting. I look forward to your reply as soon as possible. and thank you for your video.

• 
  @GoodInvestingTalks2 ай бұрын

  I have no idea. Just buy the tickets you need on eBay. The link is in the guide.

• 
  @tinoramoser10632 ай бұрын

  Thank you!

• 
  @GoodInvestingTalks2 ай бұрын

  You are welcome!

• 
  @SPLUGA2 ай бұрын

  What a nice lad this Chris Wallace !

• 
  @SPLUGA2 ай бұрын

  When will we get an update of NakedWines?

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  @GoodInvestingTalks2 ай бұрын

  It gotten too small for a Q&A on the channel. But you could read Chris' report: www.pluralinvesting.com/research

• 
  @Cloninginvesting2 ай бұрын

  🤝🤝🤝

• 
  @nursyakhira13503 ай бұрын

  Hi. Do u know what contact numbers to call/email if the shareholder has any question abt the AGM?

• 
  @GoodInvestingTalks3 ай бұрын

  There is just the PDF on Berkshire's website. That is it.

• 
  @nursyakhira13502 ай бұрын

  @@GoodInvestingTalks Can we bring our spouse to attend this event? Whats the requirement?

• 
  @GoodInvestingTalks2 ай бұрын

  @@nursyakhira1350 Please read and watch the materials

• 
  @crunchycho3 ай бұрын

  nice talk.

• 
  @GoodInvestingTalks3 ай бұрын

  Thank you very much! 💚

• 
  @samvitpatel11223 ай бұрын

  ' I know the world does not need any more investment firms but I need to invest.' Great video.

• 
  @andrewc78933 ай бұрын

  Hi! Any idea WHEN the eBay ticket will be released? I followed your guide that took me to the eBay page, it only sells the book currently, cannot find ticket yet. Thanks!!

• 
  @GoodInvestingTalks3 ай бұрын

  Just WAIT is the answer 🤗 (sorry, but it does not help to push at this point 😅).

• 
  @GoodInvestingTalks3 ай бұрын

  In case you want to notified via mail, please subscribe to my BRK newsletter www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/#what-can-you-expect-from-our-good-investing-berkshire-agm-2024-guide

• 
  @GoodInvestingTalks2 ай бұрын

  They are available now.

• 
  @herbertfoelser38453 ай бұрын

  The KGaA plan is very unpopular on the finance market, for good reasons. The shares values of ABO wind is showing the desaster

• 
  @Lyn-rr2uf3 ай бұрын

  🙄 "Promosm"

• 
  @GoodInvestingTalks3 ай бұрын

  Pardon?

• 
  @GustavoVolpato13 ай бұрын

  Do you know if tickets are already up? i cant seem to find the forms i used a couple years back yet

• 
  @GoodInvestingTalks3 ай бұрын

  I expect them in the coming next two-three weeks.

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  @gustavovianavolpato57933 ай бұрын

  @@GoodInvestingTalks do you mean the forms or the tickets? because last time i completed some forms and then i got tickets by mail... so you mean you expect the forms in the next weeks right?

• 
  @GoodInvestingTalks3 ай бұрын

  @@gustavovianavolpato5793 The proxy form is already linked in the guide. Feel free to use it

• 
  @GoodInvestingTalks2 ай бұрын

  Both are available now.

• 
  @chrisl62383 ай бұрын

  What happens to your seating during the lunch break, or if you need to use the restroom? Is it “move your feet, lose your seat,” or do you get an assigned seat once you enter?

• 
  @GoodInvestingTalks3 ай бұрын

  You could loose it, but usually there should be seating nearby available nearby. You could leave a jacket or a towel (only if you are German 😅) to reserve the seat. Personally, I tend to rewatch large parts of the Q&A after the AGM and use the day for networking.

• 
  @tobiasfsdfsd3 ай бұрын

  Nice interview! Good questions!

• 
  @GoodInvestingTalks3 ай бұрын

  Thank you! 😊

• 
  @mmm-cake3 ай бұрын

  👏

• 
  @christophenour3 ай бұрын

  Great interview! Adam's book is a gem.

• 
  @GoodInvestingTalks3 ай бұрын

  Thank you! Great to hear that 😊

• 
  @larrysummers55564 ай бұрын

  Wow these are good

• 
  @GoodInvestingTalks3 ай бұрын

  Thank you very much!

• 
  @bwmrtham57304 ай бұрын

  Yes... Bcos is really slow.... 😂😂😂😂😂😂

• 
  @GoodInvestingTalks4 ай бұрын

  Perfect to watch the Berkshire Meeting again 😅

• 
  @simmrosscapital4 ай бұрын

  Thanks for the Interview, Tilman.

• 
  @GoodInvestingTalks4 ай бұрын

  You are welcome! 😊

• 
  @ethanoyamawang4 ай бұрын

  Is naked wine doing okay? new ceo just fired ?

• 
  @GoodInvestingTalks4 ай бұрын

  They seem to struggle a lot.

• 
  @ethanoyamawang4 ай бұрын

  @@GoodInvestingTalksI hope they survive . Bellini seems also in trouble

• 
  @GoodInvestingTalks4 ай бұрын

  @@ethanoyamawang My fingers are also crossed. It seems to be going better 😊.

• 
  @ethanoyamawang4 ай бұрын

  @@GoodInvestingTalks typo Belivini

• 
  @jamieb80464 ай бұрын

  Very informative video. As an investor myself (still learning), I really found this video informative and enjoyable to watch. Thank You!

• 
  @GoodInvestingTalks4 ай бұрын

  Very happy to have helped you! 😊

• 
  @Dividendflywheel4 ай бұрын

  Thanks for this video @5:19 investing philosophy.

• 
  @GoodInvestingTalks4 ай бұрын

  You are welcome! 😊

• 
  @elderdragon56574 ай бұрын

  buy rice, sell rice! it's that simple.

• 
  @andrearobinson98094 ай бұрын

  Great presentation, Tilman, It is wonderful, like Fodors or Frommers when I travel to Europe before our friend -Google appeared. Very detailed - I will check in March as you have informed us. Your presentation shines with a kind personality.

• 
  @GoodInvestingTalks3 ай бұрын

  Thank you very much! 😊

• 
  @DC-sc1ce3 ай бұрын

  This is amazing Tilman! I am attending for my first time this year and travelling from Ireland. Would love to meet with people and network.

• 
  @GoodInvestingTalks3 ай бұрын

  @@DC-sc1ceFeel free to check out our conference on the website.

• 
  @Atom154 ай бұрын

  Not sure how HomeToGo can be seen as a great investment if their service is just a platform for other listings. As long as you can invest into margins such as Airbnb I would not expose myself to more risk with Hometogo. Lot of buzzwords but not much behind it. Also never invest in a company that doesn't uphold GAAP.

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  @Atom154 ай бұрын

  Also if you are really serious about investing in a company. Apply to them for a position (Strategy & Operations) and see how the people talk about the business. In my case, I talked with HR and a Head of and both seemed to be rather dull and didn't scream knowledge to me. Pay also seems to be below average for new employees therefore not a great investment otherwise they would be able to afford better employees. Another point I wanted to add is if somebody from Hometogo reads this. Your use of the words AI and the introduction of a product such as Doppelgänger are not new in the industry and the impact is minimal if the trust in the brand is not there. If I talk to 10 people around me 9 will tell me they don't know the brand. Additionally, please don't market another openai API call as the AI super product. Furthermore, if somebody looks at your website and checks for content or a community around it (which an online travel business should focus on atm), there is literally nothing there to portray a feeling to the customer. The trends you show are from 2021 and 2022 but nothing from 2023 for whatever reason and you also don't seem to work with any travel-related media to push your brand. Its really not expensive to create some easy content for your customers and broaden the reach of your offerings.