Great interview. I made a video about Bonsai Partners a few weeks ago and discussed some of the holdings. Super knowledgeable guy and really interesting strategy.
super interesting video and guest. I don't know why this caught my eye, but easily sat through 1.5 hours; rare that I watch a video on RUclips that's more than 30 mins with the exception of Berkshire annual meetings.
Great interview!!! Coming up soon: "How the lack of substance abuse, lack of travel, lack of crazy parties and messy interpersonal relations brought down Berkshire". ;-) Great analogies and wonderful insights.
Great interview guys! Really enjoyed it a lot. Andrew, when you say SaaS software businesses are built on quicksand - could you elaborate a bit more on that and your experiences with it please? Would be very much appreciated!
Just wondering, and I hope you don't mind I ask, but is this the same Andrew Rosenblum who ran the GameLife channel in the mid 2000s? If so, I'm glad to see he's become a better and more successful person. Godspeed.
I don't think so www.engadget.com/2007-04-18-mtv-gamelife-host-arrested-for-vt-style-threat.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMzL77Y4Ss25WyHKdj-b_fj2gEzD9cCp_jHrbJ_KBakjo_IAuX5XshhXMQkArcBjlewbTaAOF3JEtTYL6Ml1iBiLFXFBJrze0-lR2PTIClwr7Qi9D3WdK23GzC7Qlug_bHzGdIKXG3900cES9oK50hzX9groGVoYfkzHOtvY3aoj :D
Great interview. I made a video about Bonsai Partners a few weeks ago and discussed some of the holdings. Super knowledgeable guy and really interesting strategy.
" I am looking for businesses which have high barriers to investment in order to keep my competition out"- Bravo!
So glad I came across this fantastic interview as a first insight into Andrew's thought process...clearly a potential legend in the making!
Hi. Your guest this time...again is great... terrific going. Keep it coming..
👍👍👍
Another great barrier to investment would be company size, which is one I noticed you tend to like.
Incredible story and amazing interview! Andrew is so underrated. Thank you for sharing your knowledge and insights 🙏
super interesting video and guest. I don't know why this caught my eye, but easily sat through 1.5 hours; rare that I watch a video on RUclips that's more than 30 mins with the exception of Berkshire annual meetings.
Very good quality interview...Thank You for Sharing!
great interview. RedBubble seems solid as well.
Brilliant! I wish I was 1/2 as smart as Andrew.
Great interview!!!
Coming up soon: "How the lack of substance abuse, lack of travel, lack of crazy parties and messy interpersonal relations brought down Berkshire". ;-) Great analogies and wonderful insights.
Another world class guest like Hong and Sosin, very thoughtful and insightful. Thank you Tilman!
Pabrai would say just the opposite, that we humans are hardwired against copying
Awesome content!
I really learned a lot here! :)
This channel is awesome, great discovery!!
Thanks man!
Great interview! Keep em' coming!
Great video, insightful
Terrific interview!
here from gamerlife
Great interview guys! Really enjoyed it a lot. Andrew, when you say SaaS software businesses are built on quicksand - could you elaborate a bit more on that and your experiences with it please? Would be very much appreciated!
Lenni, you have to write Andrew in the community :D
Just wondering, and I hope you don't mind I ask, but is this the same Andrew Rosenblum who ran the GameLife channel in the mid 2000s?
If so, I'm glad to see he's become a better and more successful person. Godspeed.
I don't think so www.engadget.com/2007-04-18-mtv-gamelife-host-arrested-for-vt-style-threat.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMzL77Y4Ss25WyHKdj-b_fj2gEzD9cCp_jHrbJ_KBakjo_IAuX5XshhXMQkArcBjlewbTaAOF3JEtTYL6Ml1iBiLFXFBJrze0-lR2PTIClwr7Qi9D3WdK23GzC7Qlug_bHzGdIKXG3900cES9oK50hzX9groGVoYfkzHOtvY3aoj :D
wtf hahah
Great interview!!!
Red Bubble reminds me of Threadless. Any customer here ? I wonder how it compares, and competes.
Hey, hast du einen Link zum Charlie Munger Kissen? Super Interview, Andrew ist so inspirierend!
Danke! Das Kissen ist von Redbubble. Der Shop ist aber wohl gelöscht.
12:20 investment banking path
thank you for your interview btw
What do you want to say? :D
@@GoodInvestingTalks haha nothing really. It was just a bookmark as I find myself also at that crossroads right now.
@@hungphutr okay 😂. Good luck Buddy!
Great interview, but that plant is not a Bonsai.
Thank you. Sometimes you have to think big ;).
@@GoodInvestingTalks 😀
Share price down 85% since this interview
And he sold a lot of his holdings I think 😊
Mark Zuckerberg looks like thin version of Andrew
Lol :D
and less shooty threateny