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

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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://player.fm/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.

  continue reading

85 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://player.fm/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.

  continue reading

85 episodes

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