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Building a Framework for Business Quality with Simon Kold

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Manage episode 445724991 series 2830024
Content provided by Guy Spier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guy Spier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 445724991 series 2830024
Content provided by Guy Spier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guy Spier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

60 episodes

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