Good Investing Talks

Why do you own so much stock of HomeToGo, Steffen Schneider?

Feb 6, 2024

56:29

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company.

We have discussed the following:
00:00 Recap
00:40 Introduction to part 2. Please check out part 1:
01:06 HomeToGo competitors
02:40 Smoobu competitors
06:27 The complexity of problem-solving within the business
11:00 What investors love
12:23 HomeToGo Pro
13:27 Doppelgaenger
15:15 Overlap in customers
16:45 Building on data
21:40 Please check out GI Plus
22:15 Skin in the game for Steffen
25:00 How capital is allocated
29:51 Gut feeling vs. Data-based decisions
32:23 Moon shots vs. being down to earth
33:42 Focus on mergers and acquisitions
38:56 Price development since 2021
41:15 Growth in the holiday rental market
44:00 Online vs. offline business
45:25 HomeToGo growth
48:30 Hypothetical scenario: No more marketing expenses
52:10 Outlook on the next 5 years: Revenue or profitability
54:36 Closing thoughts
55:40 Thank you
56:00 Disclaimer

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