Great interview, I first stumbled across Dede‘s work some years back over Fintwit after the Global Outperformers Book was released. I like his approach of looking for great growth companies everywhere in the world. He did some work on Poland and even found some interesting stock pick in Finland. I am also seeing his name pop up more and more frequently. It is refreshing to have some quite young Investors doing such great work like Dede with Jenga Investment Partners or the Schober Brothers with their TIP-Investment Partnership.
@andreasfahrner2488 күн бұрын
Cant wait for going there next year! Already in trip planning! 🙂Thanks for the vid!
@GoodInvestingTalks8 күн бұрын
Great to hear that! I already started planning, too 😊
@compounding99910 күн бұрын
Good job! thks if I were 40yrs younger I would apply for the intern job, even for free
@GoodInvestingTalks9 күн бұрын
Very glad you like the conversation!
@gregorsimon933712 күн бұрын
First Hyundai, now Haier D-Shares. Are you going to discuss all the stocks in my portfolio? Go on, I like it. 😊 🎉
@GoodInvestingTalks11 күн бұрын
Yes. For sure 😅
@susymay783112 күн бұрын
Please keep making these wonderful timestamps ❤
@GoodInvestingTalks11 күн бұрын
For sure! They are showing now again :).
@robinspeziale17 күн бұрын
Chris is ahead of his time, excellent interview 👌
@GoodInvestingTalks13 күн бұрын
Thank you!
@Haoeeee20 күн бұрын
It's incredibly impressive what a 24-year-old recent graduate has accomplished: publishing a well-researched case study book and managing a fund brimming with unique ideas. One might listen to the interview and initially think he's just another 'quality growth' investor, but the research he has published suggests otherwise. Congratulations, Dede, on all your success so far. If you continue to excel, you might just put a lot of funds out of business haha!
@Wrex32719 күн бұрын
He's incredibly good. He isn't closed minded to stick to UK/USA, but he looks for quality stocks in less covered markets. He covered Poland pretty well and I can assure from point of view of investor from Poland who knows "something" about business here, ge gets it. This makes me pretty comfortable with his view on another markets such as China or India. Dede I am waiting for more of your researches!
@dannthegentleman426116 күн бұрын
Yes, I am quite sure he will achieve GOAT status over the years. This guy is a once in a generation talent in the investment game.
@ASenseofCapital22 күн бұрын
Patience is key. :)
@GoodInvestingTalks13 күн бұрын
So true 😊
@Value_Geek9447Ай бұрын
Cakebox is no brainer, thank you fot sharing
@GoodInvestingTalksАй бұрын
No egg, no brain? 😅
@Value_Geek9447Ай 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 ;))
@MNSTgrowthАй 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
@GoodInvestingTalksАй бұрын
Thanks. But I really don't get your critique. What time stamp are you referring to?
@ReflectionOceanАй 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
@jonnagap87Ай 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.
@GoodInvestingTalksАй бұрын
Hahaha... I will pay you a beer if that happens 😅
@gregorsimon93372 ай 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. 😊
@GoodInvestingTalksАй бұрын
Great to see you again! I hope things have developed great for you 😊.
@davorsostaric2 ай бұрын
Great stuff. We need an “update”. Can you get him again?
@Christian-ry3ol2 ай 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.
@TheLongestRunway2 ай бұрын
Great! Thanks
@backpackly2 ай бұрын
Loved the gabelli event today, thank you for the invite!
@GoodInvestingTalks2 ай бұрын
Great you enjoyed it! 😊
@blek992 ай бұрын
Hi, could you tell us where (what event) this session was recorded? Great talk btw.
@GoodInvestingTalks2 ай бұрын
In Luxemburg in 2019.
@AlessandroOrlandi832 ай бұрын
Very good interview
@LukeHowardTaylor2 ай бұрын
Nice work Theron
@shaunapetschke39792 ай бұрын
Did you get your credentials in the mail? I sent my form in ages ago, but have not gotten anything yet.
@GoodInvestingTalks2 ай бұрын
No. But I am in Germany. Could take long to ship
@PetraCapital2 ай 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.
@crunchycho3 ай бұрын
excellent. i had no interest in korean businesses, but this definitely warrants more research!
@GoodInvestingTalks2 ай бұрын
Thank you very much!
@FainaruFurasshu3 ай бұрын
Atos has collapsed by 97% LMFAO
@GoodInvestingTalks2 ай бұрын
Investing is hard.
@Hddftkkk3 ай бұрын
This very successful gentleman gets zero engagement and Andy Elliott videos are stuffed with comments. Smh - what a world!
@fcaspergerrainman3 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
@johnperalta733 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.
@GoodInvestingTalks3 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.
@scottiebumich3 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.
@GoodInvestingTalks3 ай бұрын
Thank you for your insight!
@dipaknadkarni623 ай бұрын
Thank you very much. I will be there for the first rime.
@dipaknadkarni623 ай бұрын
time.
@GoodInvestingTalks3 ай бұрын
I hope you enjoy it!
@JohnChen-hv2xq3 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?
@GoodInvestingTalks3 ай бұрын
I don't know of anything that could be a problem. And you can always just buy 1 share.
@weekendcode3 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.
@GoodInvestingTalks3 ай бұрын
I have no idea. Just buy the tickets you need on eBay. The link is in the guide.
@tinoramoser10633 ай бұрын
Thank you!
@GoodInvestingTalks3 ай бұрын
You are welcome!
@SPLUGA3 ай бұрын
What a nice lad this Chris Wallace !
@SPLUGA3 ай бұрын
When will we get an update of NakedWines?
@GoodInvestingTalks3 ай бұрын
It gotten too small for a Q&A on the channel. But you could read Chris' report: www.pluralinvesting.com/research
@Cloninginvesting3 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.
@nursyakhira13503 ай бұрын
@@GoodInvestingTalks Can we bring our spouse to attend this event? Whats the requirement?
@GoodInvestingTalks3 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.
@andrewc78934 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
@GoodInvestingTalks3 ай бұрын
They are available now.
@herbertfoelser38454 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-rr2uf4 ай бұрын
🙄 "Promosm"
@GoodInvestingTalks4 ай бұрын
Pardon?
@GustavoVolpato14 ай бұрын
Do you know if tickets are already up? i cant seem to find the forms i used a couple years back yet
@GoodInvestingTalks4 ай бұрын
I expect them in the coming next two-three weeks.
@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
@GoodInvestingTalks3 ай бұрын
Both are available now.
@chrisl62384 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?
@GoodInvestingTalks4 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.