Value Bridge

What You'll Gain in Just 10 Minutes: 📚 Invaluable Lessons: Insights from legendary investors like Warren Buffett, Charlie Munger, and Chris Mayer. 🚫 Avoid Pitfalls: Discover 18 common investment mistakes to steer clear of in your journey. 📈 Smart Strategies: Learn the principles of value investing and how to apply them. 💡 Real-Life Examples: Case studies from companies like ZIM, UNTC, PayPal, and Lifco. 🔄 Adapt and Overcome: Strategies to recognize and pivot when investments don't go as planned. 💰 Wealth Creation: Focus on long-term growth and sustainable investment practices. 🧠 Mental Mastery: Emotional discipline and patience as keys to successful investing. 🌍 Holistic Approach: Consideration of geopolitical risks and their impact on investments. Connect with me :) Linkedin - https://www.linkedin.com/in/david-barbato/ Twitter - https://twitter.com/ghrxcutvjb Substack - https://open.substack.com/pub/valuehunt1/p/what-to-avoid-in-investing-warren?r=1xgtcp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=f7cbf259ad514745 Time Stamps 00:00 Intro 02:45 1. The Pitfall of Similarity 03:42 2. The Law of Holes and the Ego's Grip 04:50 3. Aiming for Profit, Not Just Being Right 05:30 4. The Power of Your Circle of Competence 06:26 5. Resisting the Envy Trap 07:15 6. The Risks of Leverage 08:02 7. The Integrity of Management 08:30 8. The Premature Sale 09:01 9. Verifying Your Investment Thesis 09:52 10. The Trap of "Cheap" Stocks Video sources from other channels: https://www.youtube.com/watch?v=GnqWP9dZdr8 https://www.youtube.com/watch?v=e9dZQelULDk

Welcome to the premiere of our Investment Insights series 🌟, where we dive deep into the financial details and engage in thought-provoking debates on companies like Evolution AB and Lumine Group. This episode introduces a unique format that blends in-depth analysis with lively discussions, offering viewers a comprehensive look at two fascinating investment opportunities. Leading our discussion are two distinguished guests: Kaplani Research, a curious and young investor with a keen eye for market analysis and investment strategies 📈, and Value Hunt🔍. What You'll Discover: By watching this episode, viewers will gain valuable insights into: - The core business models of Lumine and Evolution AB, shedding light on their operations, growth potential, and sustainability 🏢. - A balanced view with investment theses and counterarguments, outlining the opportunities and risks tied to each company 🔄. - A thorough analysis of Lumine and Evolution, exploring its competitive edge, financial performance, and potential risks that could affect its value 🛡️. This series aims to equip investors with knowledge, presenting complex investment concepts in an easy-to-understand format. Through our expert-led debates, viewers will be prepared to make more informed decisions, enhancing their investment strategies and market understanding 🧠. Join Kaplani Research and Value Hunt as they dissect and debate EVO and LMN, offering a treasure trove of knowledge and perspectives that challenge conventional wisdom and inspire critical thinking. Whether you're a veteran investor or new to the market, this episode is a must-watch for anyone looking to elevate their investment acumen 🚀. Connect with Kaplani Twitter -   / kaplaniresearch   Linkedin -   / dimitris-markoulis-1055042b0   Connect with me :) Linkedin -   / david-barbato   Twitter -   / ghrxcutvjb   Substack: https://valuehunt1.substack.com Time Stamps 00:00:00 Intro 00:01:38 Evolution 00:43:35 Lumine

Welcome to the premiere of our Investment Insights series 🌟, where we dive deep into the financial details and engage in thought-provoking debates on companies like KPG and DSW Capital. This episode introduces a unique format that blends in-depth analysis with lively discussions, offering viewers a comprehensive look at two fascinating investment opportunities. Leading our discussion are two distinguished guests: Andrew Brown, a seasoned investor and entrepreneur with a keen eye for market analysis and investment strategies 📈, and Tristan, an ex-KPG employee and trust manager who brings a wealth of insider knowledge and insights 🔍. What You'll Discover: By watching this episode, viewers will gain valuable insights into: - The core business models of KPG and DSW Capital, shedding light on their operations, growth potential, and sustainability 🏢. - A balanced view with investment theses and counterarguments, outlining the opportunities and risks tied to each company 🔄. - An in-depth look at KPG's financial health, including debt levels, dividends policy, and the rationale behind stock sales 💸. - A thorough analysis of DSW Capital, exploring its competitive edge, financial performance, and potential risks that could affect its value 🛡️. This series aims to equip investors with knowledge, presenting complex investment concepts in an easy-to-understand format. Through our expert-led debates, viewers will be prepared to make more informed decisions, enhancing their investment strategies and market understanding 🧠. Join Andrew Brown and Tristan as they dissect and debate KPG and DSW Capital, offering a treasure trove of knowledge and perspectives that challenge conventional wisdom and inspire critical thinking. Whether you're a veteran investor or new to the market, this episode is a must-watch for anyone looking to elevate their investment acumen 🚀. Connect with Tristan Twitter -   / hurdle_rate   Linkedin -   / tristan-waine-36289a214   Hurdle Rate Trust - https://www.hurdlerate.com.au/ Koyfin (referral) - https://t.co/rhSC50hjau Connect with Andrew Youtube: @AndrewBrownInvesting Twitter: https://x.com/abrowninvesting?s=20 Substack: https://yesstocksnostocks.com/ TIKR (referral) : http://www.tikr.com/andrew Connect with me :) Linkedin -   / david-barbato   Twitter -   / ghrxcutvjb   Substack: https://valuehunt1.substack.com Time Stamps 00:00:00 Intro 00:04:55 KPG Thesis 00:12:59 KPG Business Model 00:16:36 KPG Valuation 00:18:28 KPG Short Thesis 00:21:47 KPG's Debt 00:25:27 KPG OTC listing 00:28:50 KPG Dividends Policy 00:32:25 KPG Why did Tristan sold? 00:33:56 DSW Capital Business Model 00:40:25 DSW Short Thesis 00:47:08 DSW Is there a moat? 00:49:55 DSW Poor Financial Performance? 00:53:50 DSW How can it go to 0? 00:57:03 DSW Destination analysis

!Not Sponsored! Sleep Science Made Simple: A Clear and Concise Guide - https://www.amazon.com/Sleep-Science-Made-Simple-Concise/dp/3031920597Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00:00 Intro00:04:35 Why Some People Fall Asleep Faster Than Others00:11:18 How to Stop Worrying about Not Sleeping00:19:36 Dealing With Emotions00:31:00 How to Design Good Questions00:38:00 Body Signs of Lack of Sleep00:42:00 Bed Sharing00:45:00 Optimal Sleep Position00:48:00 How Sleep Changes as We Age00:57:00 What are the remaining unknowns about sleep00:59:00 Best Recent Discovery01:01:00 What's the Question that Excites you The Most01:06:00 Must Have Gadget or Tech01:12:00 Working With Professional Athletes

My Write-Up on AFL - https://valuehunt1.substack.com/p/aflax-turnaroud-with100-upside-trading Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00 Intro01:40 Why did Chris join AFL 03:30 10 Bagger Tenure at ASX:ASH 07:20 Tenure at ASH:RHD 08:50 Peter Johns's Role10:20 What if Peter becomes a forced seller12:00 Acquisitions15:10 Local Presence vs Remote19:10 Capital Allocation20:15 Project Titan23:00 AI and its Impact on Law25:15 Challenges and Bottlenecks 29:50 Incentive Structure33:39 Turnaround Stage34:54 Mature Margin Profile35:30 Long-Term Vision37:20 Learning the Law Business41:20 How to assess AFL43:15 Going Private?45:08 Childhood, Passions, and more47:10 Shareholder Value vs Fun Workspace48:20 Motivations in Business and Life50:20 Meditation51:51 Where will Chris be in 5 years53:20 Most Impactful Habits54:27 Stock Price.

Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00 Intro01:30 How did Brent join EnWave02:30 Professional Basketball 03:20 Why do companies pay Royalties 05:57 Industries Served06:50 When did royalties start?07:50 REV technology and ambitions for the future09:10 How Recurring are these royalties10:58 Royalty growth segmentation11:50 Pilot Equipment Rental Conversion14:20 Asset Light? Working Capital Management 17:13 Patent Enforceability19:06 How do you protect patents?21:07 Problems with Patent Enforcement23:50 Operating Leverage 28:44 Full-Scale margin profile29:17 Capital Allocation30:34 Need for Capital?32:30 Competition34:30 What do Investors Fail to Understand 37:26 Board of Directors39:57 Shareholder Structure 41:04 Most Impactful Experiences43:15 Reality vs Expectations of Being a CEO44:11 Dealing with Covid45:07 Mentors46:04 Business Decisions You regret47:04 Incentives48:17 Hardest Feedback49:21 Accomplishments you're proud of50:30 What can go wrong?51:40 Predictability of Product Success 52:40 Long Term vision for the vision53:50 What metrics should we look at?54:30 Managing Stress

Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps00:00 Intro06:16 Recurring Revenue vs Non Recurring07:43 Average Contract Length and Churn10:40 Unit Economics US vs UK12:45 Dual Listing14:22 Inflection in Profitability 15:25 ROI on R&D and CAC20:00 Acquisition Strategy23:09 Net New Customer vs Upsel and Crossell26:40 Pilot Structure28:39 Pricing 30:00 Sensors and Tariffs32:00 Customer Pipeline 34:15 Differentiation 36:47 Assets and Sensors 38:55 AI Risks and Opportunities 41:00 KPI's and metrics43:10 Board of Directors45:00 Mistakes47:40 10-year vision 49:30 Being a Public Company CEO51:40 Interacting with Investors53:30 Fear54:40 Motivations 56:50 Hobbies57:45 Company Stock Price

Substack Write Up (Not Promotion) - https://open.substack.com/pub/valuehunt1/p/global-crossing-airlines-jetmf-americas?r=1xgtcp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueConnect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00 Intro01:36 Why join JET?04:43 ACMI charter demand and recession06:30 Exposure to Interest Rates08:10 Maintenance Capex10:10 Unscheduled Maintenance 11:00 Pilot Shortage12:26 Incentives15:50 Pricing Power17:42 Acquiring vs Leasing 19:34 EBITDA vs ROCE21:21 Going Private?22:40 Best Competitor24:23 Acquisition Multiples25:18 What do you model after?27:16 White Space 29:23 Largest Competitor went Bankrupt 31:00 Customer Journey 32:46 Fleet Expansion vs Blocked Hours34:30 Mature EBITDA margins35:20 Working Capital Management 37:38 Inflection in Profitability40:00 Mistakes as an Exec41:40 How does it feel to be public?43:20 Which competitor would you invest in?44:00 What motivates you?45:26 Fears46:10 Role Models47:40 Hobbies48:40 Stock Price

In this insightful interview with Jo Nakhla, CEO of Tribe, you'll discover the driving forces behind Tribe's innovative approach to property management and licensing. Jo shares the story of why he started the business, the key factors fueling demand, and how Tribe creates value for customers through a seamless journey. Learn about the challenges and opportunities in new developments versus existing buildings, decision-making processes, and strategies to reduce churn and boost app engagement. Dive into Tribe’s growth tactics, profitability milestones, and plans for international expansion. Plus, get a personal glimpse into Jo’s leadership style, hobbies, and thoughts on being a public company CEO. Whether you're interested in proptech, entrepreneurship, or business growth, this interview offers valuable lessons and inspiration! 🚀🏢Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00:00 Intro00:02:50 Licensing 00:06:10 Why Start the Business 00:08:32 Driver of Demand00:11:35 Customer Journey and Value Drivers00:17:30 New Development vs Existing Buildings00:20:05 Who makes the Decision?00:22:40 Churn Rate and App Usage00:25:55 Barriers to Entry00:28:40 Licensing Process 00:33:08 Rental Payments and Take Rate00:34:47 Acquistion Strategy00:41:08 Growth Drivers 00:43:43 Inflection in Profitability 00:46:50 Board of Directors00:50:40 Hobbies and Soccer00:57:55 Being a Public Company CEO01:0111:40 What do you Fear?01:03:30 What could get in the way?01:04:40 Being Acquired01:07:30 International Expansion 01:08:30 Checking the Stock Price

🚀 In this video, we’ll look at how companies like Wilson Securities, Chubb, and IMB compare, who’s gaining or losing market share, and why. You’ll learn about IMB’s strengths, how they compete, and whether this is a "winner-takes-all" market. We’ll also touch on financial transparency, the impact of economic challenges, and what it’s like to lead a company through change. Plus, hear personal insights from a CEO about their fears, motivations, and lessons learned. 🌟 Perfect for anyone curious about business and leadership!Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00:00 Intro00:03:34 Market Share Wilson and Chubb 00:15:06 Subscription Revenue 00:20:03 Acquisitions and Capital Requirements 00:24:10 Undadjusted Free Cash Flow00:27:40 Tariffs 00:30:36 Transparecency, Capital Raise, and Guidance00:34:37 Converting Residential Customers00:40:15 Recurring Revenues00:42:30 Sidecar growth00:47:20 Childhood and Background00:51:10 Transition from Investor to Operator00:54:25 Peter Kennan01:00:00 Being a Public Company CEO01:02:30 Mistakes and Capital Raise (Again)01:10:00 Fears01:11:50 Role Models and Why01:18:23 Managing Emotions01:21:40 Forecasting 01:24:10 Checking Stock Price

🚀 In this video, I sit down with Shawn Wilson, CEO of BuildDirect ($BUILD.V), to dive into the company’s strategy for scaling revenue, improving profitability, and navigating the competitive North American flooring market. 🏠💼 From Pro Centers to e-commerce, Shawn shares insights on balancing short-term performance with long-term vision, tackling supply chain challenges, and leveraging innovation to capture a larger market share. Whether you're an investor, entrepreneur, or just curious about the flooring industry, this interview is packed with valuable lessons and behind-the-scenes strategies! 🌟📈Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00:00 Intro00:01:15 Profitable Growth00:03:22 Growth Drivers00:04:30 Reducing Debt00:05:55 Motivations for Joining BuildDirect 00:10:00 Capital Raise? Dillution00:13:06 How do Pro Centers complement E-Commerce?00:15:50 Organic Growth vs Acquired Growth00:19:34 What are Pro Centers?00:25:25 Differentiation, Competitive Advantage, Competition00:35:30 Expanding into Adjacent Markets00:41:02 What about the construction cycle?00:45:00 Tariffs 00:48:17 Acquisition Pipeline00:52:10 Childhood00:55:00 Favourite Mistake00:59:20 Fears01:00:00 Hobbies01:03:20 Checking Stock Price

In this engaging one-hour interview with Bill Bennett, CEO of IVFH, viewers will gain valuable insights into his leadership journey, including the challenges and mistakes he's faced as an executive. Bill shares his vision for the future of IVFH, discusses key growth strategies, and reflects on what motivates him in his role. Additionally, he opens up about his personal aspirations, role models, and the balance between work and life. This conversation offers a unique perspective on the specialty food industry and the mindset of a successful CEO. 🌟📈Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps00:00:00 Intro00:02:50 Why Join IVFH00:08:50 Reinvesting Opportunities 00:14:15 Benchmark Companies 00:20:20 Competitive Advantages00:26:06 Catalogue Decrease and AI00:31:06 KPI's to evaluate growth phase00:37:06 Expansion Plans for the Cheese Retailing BU00:41:20 Key Growth Drivers for 202500:45:40 Mistakes as a CEO00:49:00 Key Learnings in IVFH00:52:23 Where do you see yourself in 10y00:54:25 Hobbies00:57:00 Role Models01:00:30 Checking the Stock Price

🛰️ Join us for an exciting hour with Leslie Klein, C-COM Satellite's CEO! 🚀 Discover how this tech pioneer is revolutionizing mobile satellite communications, balancing shareholder dividends with cutting-edge R&D, and preparing for the LEO satellite boom. Klein gets real about leadership challenges, competition with industry giants, and C-COM's global strategy across 100+ countries. Perfect for tech enthusiasts and investors curious about the future of satellite tech!Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps00:00 Intro02:50 Market Transformation and Starlink05:50 New Product Development Stage06:57 Why still a Micro Cap?09:09 Working Capital11:30 Competitive Advantes and Commercialization New Product17:00 Uplisting18:18 Competition and Comoditization 20:30 Conferting Modem OEM's22:40 Tariffs 27:30 Price and Scale 29:20 Military 31:20 TAM shrinking due to 5G?33:00 Biggest Mistakes36:00 Going Public38:20 Being Acquired40:28 Risks41:50 Project Kuiper and Starlink (again)44:11 LEO oligopoly?47:00 Problems with LEO49:30 Being a CEO51:57 Share Buybacks53:39 Hobbies 54:50 Warren Buffett, Arnold Schwarzenegger56:30 Fear

5th European Value Investing Conference (October 25, Lisbon) - https://greekvalueinvestingcentre.com/index.php/ben-graham-centres-5th-european-value-investing-conference/This interview with George Athanassakos is a treasure trove for anyone curious about value investing! 🎯📈 Viewers will learn what it means to be a value investor, how George's entrepreneurial journey shaped his approach, and the key principles behind identifying undervalued opportunities in the market. He shares insights on avoiding value traps, the role of emotional stability in investing, and why institutional biases persist. Plus, you'll hear about his relationship with Prem Watsa, the inspiration behind his book, and the mission of the Ben Graham Centre for Value Investing. Whether you're a seasoned investor or just starting, this interview offers practical wisdom and a fresh perspective on navigating the financial world! 🌟Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps:00:00 Intro02:00 What is a Value Investor?04:00 Why Study Value Investing?06:40 Entrepreneurial Experiences12:00 Prem Watsa20:50 Why isn't everyone a Value Investor?27:00 Institutional Biases33:15 Market Caps35:40 Idea Generation38:00 Valuing Franchise Strength 43:43 Terravest 48:25 Macro52:30 Emotional Stability

🚀 In this exclusive 1-hour interview, Des O'Kell answers tough questions on Enterprise Group’s earnings, strategy, and future while sharing personal insights on leadership, challenges, and what drives him as a CEO. 📈💡Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Legal Disclaimer: Not Financial AdviceThe information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.Time Stamps00:00 Intro 01:03 Mining 03:40 What does Enterprise Group do?09:44 Turbine Quality12:16 Oil & Gas dependency? 15:40 Quarterly Calls17:40 Tariffs21:00 Barriers to adoption of the solution26:40 Q4 earnings bellow expecatations29:30 Capital Raise31:40 Agreement with Flex39:16 2025 lost year due to headwinds?43:30 What is Des's role in the company?46:40 What motivated Des to Co-Found Enterprise Group50:10 Being a Public Company CEO? Motivation52:30 Finding Good People55:30 Hobbies57:10 Fears

Daniel breaks down Investing and Psychology Concepts in the simplest way so that everyone can understand them. I had a great time chatting with Dan about all things value investing, philosophy, time management, psychology, and more.Connect with Daniel:Podcast - https://www.youtube.com/watch?v=dqlyctx0te0&list=PL_xlkwLDH1F83fR-QfIzf6hzouXTlMRrR&index=1Twitter - https://x.com/MnkeDanielSubstack - https://www.danielmnke.com/Warren Buffett - https://drive.google.com/file/d/1tSDBZ--WNg3LpzSs_SQRvuQEPLkgmV7s/viewConnect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Time Stamps:00:00 Intro01:10 Childhood02:50 +100k X account and Blog05:10 Generalist vs Niche Content09:25 The Intrinsic Value Podcast14:10 Passion vs Studies15:50 Quotes

Ever wondered what it takes to build a multi-million-dollar business and sustain 20% annual growth for over two decades?In this 1-hour conversation with Simon Henry, CEO and founder of DGL Group (ASX:DGL), we dive into his journey, business strategy, market outlook, and vision for the future. Simon shares insights on overcoming challenges, integrating acquisitions, fostering a strong company culture, and advice for young entrepreneurs.If you're an investor, business leader, or aspiring entrepreneur, this is a must-watch for actionable insights and inspiration!Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Time Stamps:00:00 Intro01:43 Culture02:53 Current Bottlenecks 04:23 Integration of Acquisitions06:00 Competition08:40 Becoming Faster and Better10:20 Silver Bullet 12:15 Acquisitions 14:38 What if DGL stopped working17:00 C-Suit Turnover19:40 Motivation and Long Term Vision21:05 Capital Allocation24:30 Operations and MainFreight26:22 Incentives 27:40 Cost Increases28:30 Recent Results30:40 Regret Acquisitions?31:50 Destination for DGL32:40 Making It34:11 Biggest Opportunities and Risks35:40 Childhood39:30 Working Too Hard40:50 Why Chemicals? Why DGL?42:05 How does it feel to be a millionaire?45:30 Rollercoaster - 20% p.a46:03 Adversity46:50 Regrets48:00 Advice for Young Ambitious People

Maj is one of the best Micro-Cap Investors of all time and is currently in the op 2 in the Micro Cap Club. Invest 1h and learn what Maj is currently looking for and how he finds multi-bagger ideasConnect with Maj :)LinkedIn - https://www.linkedin.com/in/maj-soueidan-99a2aa21/Twitter - https://x.com/majgeoinvestingSubstack - https://mscliffnotes.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profileGeoInvesting - https://geoinvesting.com/Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Time Stamps:00:00:00 Intro00:03:11 Early Days00:15:30 Where to Start Learning 00:20:52 Managing Emotions and Drawdawns00:33:00 Managing Different Strategies00:50:15 Private Investing, and Personal Finance00:55:17 Taxes01:00:33 3 words that define Maj's Success 01:01:07 Utility of Money01:02:22 What Maj does outside Investing

It was an honour to chat with Michael Fritzell (Asian Century Stocks). We talked all things investing in emerging markets, uncovering fraud and more.Connect with Mike :)Blog - https://www.asiancenturystocks.com/X - https://www.asiancenturystocks.com/Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Time stamps00:00 Intro00:49 Why Asia03:38 Overlooked Opportunities07:10 Navigating Cultural Barriers10:30 ETF investing in Asia13:25 Setbacks and Lessons16:30 Media Business vs Curiosity19:31 Fairfax India24:22 Management Fairfax25:59 How Fairfax fits into Mike's strat28:40 Inflections and Catalysts31:10 Timing the Market vs Companies34:00 Valuation in Asia37:03 Lessons from Travelling and Living in Asia41:00 Fitting in an Asian country42:20 Bad parts44:24 Advice for students

Tristan is a great Australian investor and former employee at KPG. In this interview you'll learn everything about:- tracking investment ideas- Rationality- Circle of Competence and moreConnect with TristanTwitter - https://twitter.com/hurdle_rateLinkedin - https://www.linkedin.com/in/tristan-waine-36289a214/Hurdle Rate Trust - https://www.hurdlerate.com.au/Connect with me :)Linkedin - https://www.linkedin.com/in/david-barbato/Twitter - https://twitter.com/ghrxcutvjbSubstack - https://valuehunt1.substack.comSpotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743Time Stamps:00:00 Intro01:05 Falling in Love with Investing03:50 Taking the leap from Accounting to Full-Time Investing08:26 Working at companies you invest in10:45 Selling KPG. Regret??12:46 Adversity16:20 Staying Rational18:36 Unique Approach to Investing24:50 Tracking Ideas27:10 Turnover30:12 Sizing34:40 What does it take to go full-time39:22 How do you allocate time42:03 Books45:03 Goal with Hurdle Rate Unit Trust