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
October 18, 2024
1 hr 56 min
51
Full
54 of 62
Episode 51 · October 18, 2024
Building a Framework for Business Quality with Simon Kold
0:00 / 1:56:31
Excerpt playback isn’t available for this episode — use the full-episode link.
Search the Record
Moment search isn’t open for this episode yet
When it opens, you’ll be able to type any phrase and jump straight to the second it was said.
Guy Spier Episodes Around October 18, 2024
Episode 54 of 62 — walk the feed in the order it was published.
23:46Jeff Henriksen: Learning by Teaching. Gaining the Behavioral Edge in Investing
1:56:31This episodeBuilding a Framework for Business Quality with Simon Kold
Summary
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
Episode details and artwork are published by the show’s own feed. Sentinel plays short cited excerpts and links every episode back to its publisher.