Good Investing Talks

Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvestingApply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future plans of the German company. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:35 Introduction LPKF01:30 History of LPKF: The laser specialist04:10 LPKF’s problem-solving07:40 Explanation PCB08:42 The precision of laser technology09:20 The solar technology10:32 The beginnings of LPKF18:30 Laser processing20:20 Keeping the competitive edge23:30 Gaining & filtering information26:06 The different business units of LPKF28:52 Recruiting talent30:20 The deal with profitability & scaling33:42 The sale cycle44:44 Reaching out to potential partners49:06 Self-understanding as a supplier52:44 Learning curves56:01 Considering external factors01:01:51 Recurring revenue01:03:05 Community exclusive: customer concentration01:04:08 Transitioning to service01:09:05 Service in smaller markets01:10:00 Acquisitions in LPKF01:10:57 Skin in the game01:12:27 Closing thoughts01:16:33 Thank you01:16:57 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join our Supporters Club: https://good-investing.net/support/ TIKR – our data tool *: https://tikr.com/goodinvesting/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * What is the laser technology champion LPKF planning? appeared first on Good Investing - Understanding businesses & Connecting investors.

Dev Kantesaria from Valley Forge Capital Management discusses his high-quality approach to investing, emphasizing emotional discipline and managing groupthink. Topics include starting over in a new field, historic lessons, and reflections on Amazon. He also shares insights on pricing power, management, and the current market conditions.

Founder of Discerene Group, Soo Chuen Tan, shares insights on global investing, mentoring, value traps, balancing offense and defense in investments, building a strong foundation, navigating long-term partnerships, investing in Meggitt case study, and having a disprovable thesis in investing.

I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introducing Irakli Gilauri of Georgia Capital02:45 Post-Soviet-Georgia in the 1990s06:51 Starting to work in Georgia08:05 Working for the Bank of Georgia17:48 Investment criteria for Georgia Capital19:50 Defining “cheap”20:50 Understanding Georgia22:30 Where is Georgia unique?27:10 Is corruption a thing?27:50 Spinning off Georgia Capital from the Bank of Georgia32:38 The fair value of Bank of Georgia34:40 Reasons for leaving Bank of Georgia36:01 Targets for Georgia Capital37:28 The service industry40:33 Adapting the structure42:11 Managing people49:05 Learning from mistakes to56:16 Russia’s war & impact on Georgia (Capital)01:03:09 Is there a threat from Russia?01:05:50 Russian migrants01:09:45 Community Exclusive: Boiling investments down01:10:34 Energy production in Georgia01:12:04 The NAV calculator01:14:57 Finding external investors01:17:23 Example of the water asset01:21:51 Capital allocation01:25:40 Thoughts on dividends01:29:22 Renewable energy01:33:03 Where will Irakli be in 5 years?01:34:10 Who might follow?01:35:10 The outlook01:39:25 Closing thoughts01:39:58 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 = * Is Georgia Capital a chance to cheaply invest in quality assets? appeared first on Good Investing - Understanding businesses & Connecting investors.

A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining. Together with Fabian Erismann of the Earth Resource Investment Group I made a deep dive into the mining sector and its pitfalls. We also discussed how mining could be sustainable. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Introduction Fabian Erismann03:14 The basis for the green transition05:40 Scaling in the mining industry07:45 The declining deposits quality & copper09:30 Trends that counter the decline in grade quality11:18 New technologies to improve mining efficiency13:45 Capital intensity in mining15:51 How capital is spent16:50 Scarcity & outlook on global demand trends17:55 Geological factors21:10 Mining types24:00 Reasons for being bullish about copper26:50 Phases of mining31:22 Project development & mistakes to avoid33:00 The timeframes of setting up mines34:00 Supply for VW & other car makers35:43 Noise vs. facts in exploring space41:20 Valuing of explorers44:05 Sustainability in mining45:42 Costs of building a mine47:10 Sources of funding for exploration projects49:51 Infrastructure needed around a mining project53:40 Costs of running a mine55:35 Correlations in the cost curve57:10 Renewable energy supplies in mining01:00:40 Workforce management in mining01:02:12 Possible failures in mining01:05:15 Community Exclusive: Best practice in sustainability01:06:06 The circular economy in copper mining01:11:22 Dealing with mining waste01:12:21 Evaluating long-running projects01:15:00 Upsides to long-running projects01:18:45 Liabilities & follow-up costs of closed projects01:22:18 The role of management in ming01:23:46 Dealing with volatility in the market01:25:45 Important leadership factors01:27:40 Closing remarks01:28:05 Thank you01:28:13 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 = * Are mining stocks a chance to profit from the green transition, Fabian Erismann? appeared first on Good Investing - Understanding businesses & Connecting investors.

John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Who is John Zolidis?02:47 Focussing on retail & restaurants05:03 Tracking the US consumer08:01 Trends in restaurants & retail spaces11:40 Example of stability15:38 Comparing the US and European market20:35 Regional differences between consumers23:28 Thoughts on energy costs27:00 Renting vs. owning property as a company28:33 Availability of retail space in different markets31:05 Dealing with the supply chain volatility35:02 The workforce36:40 What could go wrong in retail & restaurants?40:04 Threats to restaurants43:45 Franchising49:45 The role of “detail” in retail51:35 Consumer feedback as part of the analysis54:10 The close look & the bigger picture when analyzing58:10 Staying objective59:00 John’s unit-level approach01:05:55 Digitization in retail & restaurants01:11:35 Community Exclusive: Luckin Coffee01:12:29 Lululemon01:19:44 Closing thoughts01:20:40 Bye01:20:51 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 = * How to find the best retail & restaurant stocks, John Zolidis? appeared first on Good Investing - Understanding businesses & Connecting investors.

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 Kröger02:57 Observations on the German vs. US tech scene05:26 Changes in challenges08:05 Remarkable adaptations13:00 Risk for companies within the crisis15:36 The leg up of Daniels’s fund19:21 Working with a diversified fund20:40 The new importance of a positive free cashflow22:45 Example: Why SES Imagotag is interesting26:10 SES Imagotag’s business model27:50 Competitors29:50 Example: What makes BE Semiconductor interesting34:30 Dealing with energy & the supply chain35:00 Community Exclusive36:15 Example: Airbnb40:17 The price scheme for hosts and clients42:55 Future risks in the business44:50 Closing thoughts: investing during difficult times45:27 Consumer behavior48:00 Thank you48:10 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.

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-series00:22 Check out Interactive Brokers @ https://good-investing.net/ib/ *01:00 Introducing to Baki Irmak03:55 Dotcom crash vs. today’s crisis09:24 Digital tools for stock analysis09:37 Check out the German video13:00 Strategy for investments in Digital Leaders16:18 The 3 pillars of Baki’s approach21:45 Future opportunities30:54 The dynamics of inflation/deflation within digital35:07 Digital transformation leaders38:45 Digital transformation in emerging markets44:10 The examples of companies Baki has an eye on49:28 Companies Baki had liked in 2019/2020 but is staying away from now54:10 Thoughts around debt56:30 Updating the tool-set59:40 Check out the Digital Leaders Fund at thedlf.de01:00:42 Goodbye01:00:53 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 = * Tech crash? Baki Irmak on tech investing in turbulent times appeared first on Good Investing - Understanding businesses & Connecting investors.

2G Energy is a German Mittelstand company that offers a solution for the Energiewende and European energy security. We had the chance to discuss the company’s technology with Friedrich Pehle. In our interview we discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Who is Friedrich Pehle?01:30 The energy landscape in Europe03:27 Politics and how it interacts with the energy market04:37 Why not wind and solar?07:30 Building the backbone for energy consumption09:26 2G Energy’s CHP explained11:46 Efficiency of heat powering13:05 Areas of demand for 2G Energy14:30 High energy prices as a revenue driver17:49 Handling different gases as energy input20:35 Carbon neutrality23:29 The production of the generators29:09 Supply chain issues32:35 Community exclusive: Making mistakes in the project business33:56 Scaling up production at 2G Energy36:30 Types of customers38:13 Future use cases40:40 Why a customer would choose 2G Energy43:35 Markets46:00 New markets after the Ukraine war50:00 Thought experiment: Competition54:15 Competition today58:20 Dealing with smaller players in the market01:02:08 Lifetime of engines01:05:40 2G Energy’s service business01:11:40 How to make money in the energy industry01:15:15 Customer retention01:17:20 The role of the service business in the future01:21:35 Expected growth with Friedrich Pehle01:24:30 Closing thoughts01:25:35 Thank you01:25:44 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * 2G Energy stock: The solution for Europe’s energy crisis, Friedrich Pehle? appeared first on Good Investing - Understanding businesses & Connecting investors.

The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention, marketing, and the powerful potential of Scayle. Here is the first interview: https://www.good-investing.net/podcast/2022/05/tarek-mueller-about-you/ Here are all our topics: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:37 Introducing Tarek01:05 Target: break-even by FY 23/2405:30 Paths to becoming EBITDA break-even07:45 Growing in existing markets10:30 Acquiring new customers13:40 Inflation and fashion consumption16:36 Watching the stock price & thoughts on buybacks22:22 “Depressed Mr. Market”25:40 Cash position27:42 The customer journey33:30 Managing inventory37:32 Onboarding & keeping standards high @ About You38:35 Supply chain issues39:30 Active customers43:40 Marketing campaigns46:26 Penetration rate outside of DACH49:07 Role of influencers for About You’s model50:45 Marketing steering: Where to spend money?56:13 Day-to-day improvements to the fashion platform59:17 Profit contributions of new customers01:01:55 About You’s platform model01:04:42 Sustainability01:09:22 Second-hand fashion01:14:19 Optionalities in About You’s business01:17:51 Scayle01:23:10 Community Exclusive: Scayle in 5 years01:24:10 Can Scayle attract customers outside of fashion?01:26:30 Scayle’s revenues01:28:05 Thank you01:28:24 Disclaimer More▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ IB – our recommended broker *: https://good-investing.net/ib/ Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/ TIKR – our data tool *: https://tikr.com/goodinvesting Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = * Tarek Müller, can About You’s Scayle outcompete SAP and Salesforce? appeared first on Good Investing - Understanding businesses & Connecting investors.