Are 1 - 2 investments per year enough? Andrew Rosenblum on AHA moments in investing

Рет қаралды 11,487

Күн бұрын

Andrew Rosenblum of Bonsai Partners is an impressive investor. He is looking globally for great business and investment opportunities. Here we chat about his way into investing, his approach, and his investment in RedBubble. Here you can find the transcript of our interview: www.good-investing.net/2020/1...
The topics are:
00:00 - Welcome message and disclaimer
00:59 - Why the name Bonsai?
07:07 - How he entered a hedge fund right after college
15:12 - From investing to cancer research
24:38 - How Andrew is able the generate the best return
32:40 - The scalability of Bonsai Partner's approach
38:33 - How to invest in a niche
43:46 - The positions in Andrews' portfolio
58:15 - The discovery of RedBubble
01:13:36 - Etsy vs Redbubble
01:16:01 - RedBubble's management
01:23:19 - Final thoughts on Good Investing
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#goodinvesting #compounding #goodinvestors
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📺 German content: / @gruninvestieren6097
📃 Disclaimer: www.good-investing.net/imprin...
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Пікірлер: 45

@franktaber 3 жыл бұрын

Great interview. I made a video about Bonsai Partners a few weeks ago and discussed some of the holdings. Super knowledgeable guy and really interesting strategy.

@mikhaillindan9091 2 жыл бұрын

" I am looking for businesses which have high barriers to investment in order to keep my competition out"- Bravo!

@michealgabriel4692 3 жыл бұрын

Great interview! Keep em' coming!

@r.a.p.h4481 3 жыл бұрын

Awesome content! I really learned a lot here! :)

@paragnandha2883 3 жыл бұрын

So glad I came across this fantastic interview as a first insight into Andrew's thought process...clearly a potential legend in the making!

@SFreedberg1 3 жыл бұрын

super interesting video and guest. I don't know why this caught my eye, but easily sat through 1.5 hours; rare that I watch a video on KZfaq that's more than 30 mins with the exception of Berkshire annual meetings.

@clintonrezeki4243 2 жыл бұрын

Incredible story and amazing interview! Andrew is so underrated. Thank you for sharing your knowledge and insights 🙏

@tima7116 2 жыл бұрын

Very good quality interview...Thank You for Sharing!

@murats9679 3 жыл бұрын

Great video, insightful

@2f6e9565 3 жыл бұрын

Hi. Your guest this time...again is great... terrific going. Keep it coming.. 👍👍👍

@patdiener3810 3 жыл бұрын

Terrific interview!

@jeffkessel8288 3 жыл бұрын

great interview. RedBubble seems solid as well.

@marxenbrothers 3 жыл бұрын

Great interview!!! Coming up soon: "How the lack of substance abuse, lack of travel, lack of crazy parties and messy interpersonal relations brought down Berkshire". ;-) Great analogies and wonderful insights.

@itstaimoor 3 жыл бұрын

This channel is awesome, great discovery!!

@GoodInvestingTalks 3 жыл бұрын

Thanks man!

@jimc3978 3 жыл бұрын

Brilliant! I wish I was 1/2 as smart as Andrew.

@l4k 3 жыл бұрын

Another great barrier to investment would be company size, which is one I noticed you tend to like.

@Monopolist91 3 жыл бұрын

Another world class guest like Hong and Sosin, very thoughtful and insightful. Thank you Tilman!

@BradKaellner 3 жыл бұрын

Pabrai would say just the opposite, that we humans are hardwired against copying

@Shinnokxz 3 жыл бұрын

here from gamerlife

@l.c.9217 3 жыл бұрын

Great interview!!!

@marc-lennartbrautigam1736 3 жыл бұрын

Great interview guys! Really enjoyed it a lot. Andrew, when you say SaaS software businesses are built on quicksand - could you elaborate a bit more on that and your experiences with it please? Would be very much appreciated!

@GoodInvestingTalks 3 жыл бұрын

Lenni, you have to write Andrew in the community :D

@havrenne 3 жыл бұрын

Red Bubble reminds me of Threadless. Any customer here ? I wonder how it compares, and competes.

@otaddiction 2 жыл бұрын

Just wondering, and I hope you don't mind I ask, but is this the same Andrew Rosenblum who ran the GameLife channel in the mid 2000s? If so, I'm glad to see he's become a better and more successful person. Godspeed.

@GoodInvestingTalks 2 жыл бұрын

I don't think so www.engadget.com/2007-04-18-mtv-gamelife-host-arrested-for-vt-style-threat.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMzL77Y4Ss25WyHKdj-b_fj2gEzD9cCp_jHrbJ_KBakjo_IAuX5XshhXMQkArcBjlewbTaAOF3JEtTYL6Ml1iBiLFXFBJrze0-lR2PTIClwr7Qi9D3WdK23GzC7Qlug_bHzGdIKXG3900cES9oK50hzX9groGVoYfkzHOtvY3aoj :D

@tixchicken Жыл бұрын

wtf hahah