Baki Irmak runs the Digital Leaders Fund. At the start of this mini-series, we discuss how he manages his tech portfolio in turbulent times.
We have discussed the following:
00:00 Intro to the mini-series
00:22 Check out Interactive Brokers @ https://good-investing.net/ib/ *
01:00 Introducing to Baki Irmak
03:55 Dotcom crash vs. today’s crisis
09:24 Digital tools for stock analysis
09:37 Check out the German video
13:00 Strategy for investments in Digital Leaders
16:18 The 3 pillars of Baki’s approach
21:45 Future opportunities
30:54 The dynamics of inflation/deflation within digital
35:07 Digital transformation leaders
38:45 Digital transformation in emerging markets
44:10 The examples of companies Baki has an eye on
49:28 Companies Baki had liked in 2019/2020 but is staying away from now
54:10 Thoughts around debt
56:30 Updating the tool-set
59:40 Check out the Digital Leaders Fund at thedlf.de
01:00:42 Goodbye
01:00:53 Disclaimer
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Tech crash? Baki Irmak on tech investing in turbulent times appeared first on Good Investing - Understanding businesses & Connecting investors.
