Good Investing Talks

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

Aug 9, 2022

48:22

Creator website

Highlights

AI Chapters

Episode notes

What's the Biggest Risk for Companies?

03:26

E Is Still in the Super Market, Right?

01:39

Is the Space for a B B Getting More Attractive?

02:12

Introduction

3min

The Difference Between San Francisco and the West Coast?

3min

What Are the Challenges Through the Changing Environment?

3min

What Are the Most Remarkable Reactions to the Recession?

2min

Is There Anything You Could Not Have Thought Of?

2min

What's the Biggest Risk for Companies?

3min

Where Do You See Chances That Other Investors Might Not See?

3min

How Important Is a Diversified Set Up in a Recession?

3min

Yen, I'm at the Beginning in My Fund.

4min

10.

Is the Revenue They Get Recurring in Sinn?

2min

11.

E Is Still in the Super Market, Right?

2min

12.

Semi Conductors

5min

13.

How Much Energy Do You Need to Produce the Machines?

2min

14.

Marketing to Revenues

4min

15.

Is the Space for a B B Getting More Attractive?

2min

16.

Is the Risk for Abin Being a Future in Your Eyes?

3min

17.

Is It Possible to Estimate the Future of Neflix?

3min

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

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Disclaimer: https://good-investing.net/imprint/disclaimer/
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