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This episode was recorded on September 11, 2024.

Books Mentioned

• On the Hunt for Great Companies – Simon Kold (to be released on 29 October 2024)
• The Little Book that Builds Wealth – Pat Dorsey
• The Five Rules for Successful Stock Investing – Pat Dorsey
• 7 Powers: The Foundations of Business Strategy – Hamilton Helmer
• Poor Charlie’s Almanack – Charlie Munger, John Collison
• The Outsiders – Will Thorndike
• Michael O’Leary: Turbulent Times for the Man Who Made Ryanair – Matt Cooper
• Factfulness – Hans Rosling
• Superforecasting – Philip Tetlock
• The Checklist Manifesto – Atul Gawande
• Deep Survival – Laurence Gonzales
• The Quest of the Simple Life – William J Dawson
• Parnassus on Wheels – Christopher Morley
• The Clock of the Long Now – Stewart Brand

Companies Mentioned

• Alibaba
• Arm
• TSMC
• ASML
• Ryanair
• John Deere

More on Simon

• LinkedIn – Simon Kold
• Koldinvestments.dk