DiscoverThe Education of a Value InvestorBuilding a Framework for Business Quality with Simon Kold
Building a Framework for Business Quality with Simon Kold

Building a Framework for Business Quality with Simon Kold

Update: 2024-10-18
Share

Description

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 decadeatNovo Holdings, a powerhouse investment firm managing around €150billionin assets. His approach to investing is anything but ordinary. Simon runs a single-strategy, concentrated public equityfirm that focuses on companies with network effectsandscale 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

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Building a Framework for Business Quality with Simon Kold

Building a Framework for Business Quality with Simon Kold

Guy Spier