Good Investing Talks

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Good Investing TalksBy Good Investing

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

9 ratings


More shows like Good Investing Talks

View all
Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,362 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,368 Listeners

The Knowledge Project with Shane Parrish by Shane Parrish

The Knowledge Project with Shane Parrish

2,648 Listeners

Odd Lots by Bloomberg

Odd Lots

1,789 Listeners

Founders by David Senra

Founders

1,906 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,317 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

414 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,029 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,052 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

563 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners