I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
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I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
Building a Framework for Business Quality with Simon Kold
The Education of a Value Investor
1 hour 56 minutes 31 seconds
1 year ago
Building a Framework for Business Quality with Simon Kold
Simon Kold is a Danish entrepreneur and investor who’s making waves in the financial world with his firm, Kold Investments. Before founding Kold Investments, Simon spent over a decade at Novo Holdings, a powerhouse investment firm managing around €150 billion in assets. His approach to investing is anything but ordinary. Simon runs a single-strategy, concentrated public equity firm that focuses on companies with network effects and scale advantages, a strategy that sets him apart from the crowd. He’s all about finding businesses that have the power to grow and dominate in their sectors.
Full transcript available here: https://aqfd.docsend.com/view/akcftczb463rhcam
Contents:
(00:00:01) Stand-Up, Fall Down, Get Back Up: Lessons from Comedy and Life
(00:13:47) From Stand-Up to Stocks: The Unlikely Path
(00:30:30) Falsification, Not Verification: Rethinking Investment Strategies
(00:53:30) Tattooed in Business: The Long-Term Rewards of Relentless Commitment
(01:02:57) The Evolving Landscape of Business: Insights on Leadership and Network Effects
(01:20:47) Demutualization: Unlocking Hidden Value in Financial Infrastructure
(01:26:07) Network Effects, Brand Identity, and the Global Shifts Reshaping Investments
(01:37:33) Investing in Relationships: Timing, Goodwill, and Business Success
The Education of a Value Investor
I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
