Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

After the crash: What are the chances in European Tech, Daniel Kröger?

48:22
 
Share
 

Manage episode 337163641 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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://staging.podcastplayer.com/legal.

Daniel Kröger

Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the current volatile market.

We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:38 Introduction to Daniel Kröger
02:57 Observations on the German vs. US tech scene
05:26 Changes in challenges
08:05 Remarkable adaptations
13:00 Risk for companies within the crisis
15:36 The leg up of Daniels’s fund
19:21 Working with a diversified fund
20:40 The new importance of a positive free cashflow
22:45 Example: Why SES Imagotag is interesting
26:10 SES Imagotag’s business model
27:50 Competitors
29:50 Example: What makes BE Semiconductor interesting
34:30 Dealing with energy & the supply chain
35:00 Community Exclusive
36:15 Example: Airbnb
40:17 The price scheme for hosts and clients
42:55 Future risks in the business
44:50 Closing thoughts: investing during difficult times
45:27 Consumer behavior
48:00 Thank you
48:10 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended account *: https://good-investing.net/wise/
↗ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

What are the chances in European Tech, Daniel Kröger? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 337163641 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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://staging.podcastplayer.com/legal.

Daniel Kröger

Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the current volatile market.

We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:38 Introduction to Daniel Kröger
02:57 Observations on the German vs. US tech scene
05:26 Changes in challenges
08:05 Remarkable adaptations
13:00 Risk for companies within the crisis
15:36 The leg up of Daniels’s fund
19:21 Working with a diversified fund
20:40 The new importance of a positive free cashflow
22:45 Example: Why SES Imagotag is interesting
26:10 SES Imagotag’s business model
27:50 Competitors
29:50 Example: What makes BE Semiconductor interesting
34:30 Dealing with energy & the supply chain
35:00 Community Exclusive
36:15 Example: Airbnb
40:17 The price scheme for hosts and clients
42:55 Future risks in the business
44:50 Closing thoughts: investing during difficult times
45:27 Consumer behavior
48:00 Thank you
48:10 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended account *: https://good-investing.net/wise/
↗ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

What are the chances in European Tech, Daniel Kröger? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play