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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Is Vossloh on track to outgrow expectations, Mr. Trischka?

1:11:34
 
Share
 

Manage episode 359531368 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.
Vossloh Trischka

Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments.

We have discussed the following:
00:00 Teaser
00:29 Intro Good Investing Talks & Disclaimer
01:07 Introducing Thomas Triska
01:41 The regional importance of Vossloh
02:23 Comparing the European & US railway system
04:46 What highspeed train tracks
07:53 Tension clamps
09:35 Research & Development
12:57 Check out Stratosphere
13:24 Maintainance
22:10 The Chinese market & thoughts on maintenance renewal contracts
29:35 The hurdles of demographic change
32:27 Check out GI Plus
33:00 Vossloh since 2014
41:28 Climate targets and demand for products
48:38 Inflation & negotiations with partners
54:40 Backlog and investments
57:28 Goals in terms of profitability
59:37 Thinking about risks
01:04:00 Competition
01:07:51 Shareholder structure
01:09:45 Skin in the game
01:10:30 Management buying shares
01:11:20 Thank you & goodbye

The Good Investing universe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🙏🏻 Join the Supporters Club: https://good-investing.net/support/
➕ Apply to the Plus community: https://good-investing.net/plus/
📃 Enjoy the podcast transcripts: https://good-investing.net/

Helpful services for investors
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📈 Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/

Newsletter & legal
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✉ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/
🏠 Imprint: https://www.good-investing.net/imprint/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Transparency
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.

Affiliate Link = *

Is Vossloh on track to outgrow expectations, Mr. Triska? appeared first on Good Investing.

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 359531368 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.
Vossloh Trischka

Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments.

We have discussed the following:
00:00 Teaser
00:29 Intro Good Investing Talks & Disclaimer
01:07 Introducing Thomas Triska
01:41 The regional importance of Vossloh
02:23 Comparing the European & US railway system
04:46 What highspeed train tracks
07:53 Tension clamps
09:35 Research & Development
12:57 Check out Stratosphere
13:24 Maintainance
22:10 The Chinese market & thoughts on maintenance renewal contracts
29:35 The hurdles of demographic change
32:27 Check out GI Plus
33:00 Vossloh since 2014
41:28 Climate targets and demand for products
48:38 Inflation & negotiations with partners
54:40 Backlog and investments
57:28 Goals in terms of profitability
59:37 Thinking about risks
01:04:00 Competition
01:07:51 Shareholder structure
01:09:45 Skin in the game
01:10:30 Management buying shares
01:11:20 Thank you & goodbye

The Good Investing universe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🙏🏻 Join the Supporters Club: https://good-investing.net/support/
➕ Apply to the Plus community: https://good-investing.net/plus/
📃 Enjoy the podcast transcripts: https://good-investing.net/

Helpful services for investors
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📈 Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/

Newsletter & legal
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✉ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/
🏠 Imprint: https://www.good-investing.net/imprint/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Transparency
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.

Affiliate Link = *

Is Vossloh on track to outgrow expectations, Mr. Triska? appeared first on Good Investing.

  continue reading

84 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.

 

Quick Reference Guide