InderesPodi and its future

Entertainment
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I recommend subscribing to this Inderes Femme channel, good interviews and discussions on proper topics. :slight_smile:

https://www.youtube.com/@InderesFemme

On the channel above, you can find, among others, these recent interviews.

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The folks from Inderes, @Santeri_Korpinen and an analyst from Sifter, join us in the podcast booth! The topic could be, for example, the semiconductor industry. Thanks :slight_smile:

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Thanks @JNivala, we can try to arrange something like this before summer.
Santeri

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Great idea! Let’s ping Canatu analyst @Atte_Riikola here.

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I’m making an episode for inderesPodi, where the guest is @Erkki_Vesola – Inderes’ former veteran analyst. Eki has a truly impressive and long career in analysis work behind him, and now is a great opportunity to ask him anything that comes to mind :hugs:

What would you like to hear from Eki? Are there any specific topics you’d like us to cover in the podcast? :thinking:

You can throw in questions and ideas about, for example, stock analysis, an analyst’s career path, Eki’s own journey, or how life has been after Inderes. We’ll include these in the episode :studio_microphone:

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Inderesin kahvihuone (Osa 10)
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Great! All discussion about machine shops is interesting. I would be particularly interested in Erkki’s own investments, if he is willing to share them.

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One could also ask Eki the following:

  • As an analyst, he was constantly on the pulse of the market, but now apparently observes the situation more from the sidelines (?). Does this affect his view on investing and strategy?
  • What’s it like to FIRE? Pros and cons
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Ask who are the best CEOs / leaders in Eki’s career? You never know, you might find some people who haven’t been in the spotlight much :man_shrugging:

And additionally, you could ask who has influenced Eki’s long career the most? Perhaps these have been discussed before, but I don’t recall, and I’m interested if there are interesting figures from history.

And finally, you could ask what makes Eki get out of bed these days :joy:

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One could ask Eki how he would invest if he were to start over now with a small capital, but with a long investment horizon of decades. However, you would have the experience, knowledge, and skills gained from your long career. Would you enthusiastically pursue excess returns through stock picking, or would you settle for the market returns of indices?

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If you could only pick stocks from one industry for the next 100 years, what would it be?
How would you evaluate a company if you had no numerical data available at all?

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  1. Do people still stop Eki on the street when he moves around town like any of us, asking about the machine shop sector🙂!?

  2. Does Eki follow the 100% minus age principle in his investments!?

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I also included a link to Eki’s interview from 2023, if it helps those coming up with questions and/or the interviewer. :slight_smile:

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Eki’s interview has apparently been published! 1h 15 min.

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Stylish gentleman. Hopefully, I’ll
 gain experience in the same way as Eki. My wife would hope so too. In reality


17473923061746527212990322247628

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Could we get this on Spotify before the weekend? :cowboy_hat_face:

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We’ll do our best! There’s currently some issue on Spotify’s end, meaning the upload succeeds and appears as published on the Spotify Creators page, but for some reason, it doesn’t want to become public on Spotify. :face_with_crossed_out_eyes:

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After a few struggles, the episode is now available on Spotify as well for you to enjoy. :grin:

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Let’s put this here too, as tax matters surely interest every one of us. :slight_smile:

@Pia_Maljanen interviewed Kati Hannikainen, Legal Director of the Taxpayers’ Association of Finland, about various matters related to investor taxation.

Topics:

00:00 Introduction
00:24 Kati Hannikainen
01:12 Basics of Taxation in Investing
05:51 Most Common Mistakes
08:56 Tax Planning
14:05 Taxation of Future Generations
19:15 Acquisition Cost Presumption
22:39 Holding Company
30:25 Foreign Stocks
45:18 Changes on the Horizon
38:47 Help from a Tax Expert?
40:50 Greetings to the Femmes

It’s worth subscribing to this Inderes Femme YouTube channel, where this video can also be found:
https://www.youtube.com/channel/UCdIHSvzDEvPoL_HlGNMayZA

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Raharadio :radio: is back again after the rush of earnings season! We got to discuss interesting topics again with @Marianne_Palmu and our own Life Science analyst @Antti_Siltanen. :blush:

“The United States is the most important single market for the pharmaceutical industry and the Life Science sector, but the current administration wants to lower drug prices. At the same time, an OECD country report raises concerns about the negligible growth in the proportion of highly educated people in Finland. Is Finland facing an education crisis, and is the stock market the right place for Finnair?”

Topics:
00:00 Introduction
00:46 Current updates
03:58 Situation of the US drug market
24:24 Is Finland facing an education crisis?
40:41 Does Finnair belong on the stock market?
50:34 Money tips

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Tomi interviewed @Isa_Hudd in Inderes’ Portfolio Review series. :slight_smile:

It is said that money does not bring happiness, but it can still significantly increase the feeling of security. Isa Hudd, Inderes’ Swedish community builder, who was motivated to invest by a long recovery and living on a tight budget, reflects on what things in life are worth investing in, even at the cost of a savings rate.

Topics:

00:00 Introduction
00:51 Isa Hudd
08:22 First investments
10:05 Financial security
12:38 Most important things in life
15:26 Housing: home or investment
17:38 Investing
23:35 Isa’s portfolio
28:04 A million now or 5000e for the rest of your life
29:29 Most important lessons from investing

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