Good Investing Talks

Good Investing
  • 4.8 (9)
  • Investing
  • Weekly

Learn from investors who think in decades

  1. Oct 28

    What Allocators Get Wrong About India - Raghav Mittal

    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.

    What Allocators Get Wrong About India - Raghav Mittal

  2. Oct 21

    A Three-Stock Charlie Munger Portfolio - Shaurya Gupta

    Shaurya Gupta on three companies Charlie Munger admired: TSMC, Amazon and Alphabet, and what eight years of running a firm taught him.

    A Three-Stock Charlie Munger Portfolio - Shaurya Gupta

  3. Oct 15

    What 30 Years With Warren Buffett Taught Me - Gisela Baur

    Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger's trust rule and why she never bought Berkshire.

    What 30 Years With Warren Buffett Taught Me - Gisela Baur

  4. 05/06/2025

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

    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.

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

  5. 04/28/2025

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

    Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.

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

  6. 04/21/2025

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

    Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.

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

  7. 04/17/2025

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

    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!

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

  8. 03/31/2025

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

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

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