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.

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.

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.

We had the pleasure to chat with Laure d’Hauteville & Christophe Nobileau of Focus Entertainment about the publisher’s changing business model, the growing pipeline, and upcoming, exciting games. Here are the topics we have discussed:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 What does Focus Entertainment do?00:55 Creating returns in the gaming sector05:45 Strengths of Focus Entertainment11:20 The marketing strength17:52 The change in Focus Entertainment’s strategy19:55 Community Exclusive: Doubling down on the videogame industry20:50 Alternative sources of revenue23:30 Producing high-quality games games27:21 Sequels vs. one-off deals30:10 Why license owners trust Focus Entertainment31:40 M&A transactions and acquiring other companies33:37 The M&A transaction process36:50 Additional value to bought companies38:30 Closing thoughts39:44 Goodbye39:52 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 = * Winning with game franchises? A talk about Focus Entertainment appeared first on Good Investing.

VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle. We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introducing David Nangle01:00 Competitiveness in emerging markets03:40 Observations on emerging markets08:35 Toolbox to reach the 30% and not overpay10:03 The play between numbers crunching vs. qualitative factors12:00 Thoughts on optionalities12:40 VEF’s services15:04 Borders of founder’s focussedness16:42 VEF’s strengths17:40 ??20:30 Coping with powerlessness & frustrations23:40 What will happen with NAV?28:20 Down rounds ahead?31:20 Macro impacts on company valuations33:00 Brazil34:45 Capital allocation38:10 Listings38:55 Cash40:36 Insight into 2 portfolio holdings: Creditas & Konfio47:00 Community exclusive: Expectations for the cooperation between Creditas & Nubank47:40 Creditas’ loss50:12 Creditas’ efficiency in customer acquisition52:05 Recurring & upfront revenue53:10 Rethinking sizing56:12 Learnings from the Russia conflict58:00 Konfio’s future59:40 Interesting learnings01:01:30 The next Creditas?01:02:30 The next Konfio?01:04:27 Egypt01:05:45 Playbook to open new markets01:07:00 Climate risks01:13:00 Closing thoughts01:13:50 Thank you01:13:57 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 = * David Nangle, how do Creditas and Konfio contribute to VEF’s success? appeared first on Good Investing.

About You is a very interesting German company. The team around the founder Tarek Müller wants to build a European and German leader in the fashion e-commerce space. In my interview with Tarek, we have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:37 Who is Tarek Müller?02:00 About You’s founding story04:30 About You’s achievements06:30 Early investors of About You08:55 What attracted the first investors to About You?12:24 Independence from investors14:01 The vision of a global leadership18:15 Consistencies and changes22:03 Managing change25:00 Tarek’s personal development27:30 About You’s employees29:15 Managing the employees32:10 A company from Europe winning the online game?35:30 The US market40:25 Competing with Zalando and Amazon44:23 Pricing @ About You45:50 Incubating to grow47:05 Acquiring to grow50:30 The data game52:00 Expanding to new markets01:00:24 Italy01:02:23 Managing logistics01:03:30 Who is managing About You?01:11:10 What does Tarek personally get out of this all?01:12:10 What does Tarek Müller want to do after growing About You?01:17:46 Goodbye01:18:27 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, how does About You want to win globally? appeared first on Good Investing.

It was a great pleasure to bring Nick Devlin of Naked Wines back for a follow-up on the company’s progress since last year. We have discussed the following:00:00 Check out In Practise: https://to.inpractise.com/3C5Frbq00:36 Introduction01:37 Naked Wines’ growth framework04:39 What’s the staff-to-growth ratio?07:15 Where is the biggest challenge to finding new people?09:00 Community Exclusive: Wine availability and becoming a great partner10:15 Grading Naked Wines in terms of their performance in marketing13:45 Areas to improve18:20 Areas to stabilize before investing in further growth22:32 Inflation & price increases25:02 Taking market share26:50 Models that are losing market-share28:36 Reacting to inflation & thoughts on sustainability32:52 Improving the customer experience36:01 WineGenie37:56 The “Netflix” metaphor40:42 Selling premium vs. non-premium wine42:35 Managing volume45:12 Marketing strategies in different countries47:58 The 3 tier system in the US50:00 Apple’s identifier & its impact on Facebook52:00 Could Naked become listed in the US one day?53:50 Thank you54:00 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 = * Nick Devlin, how does Naked Wines show strength in turbulent times? appeared first on Good Investing.

I had the pleasure to welcome Per Brilioth of VNV Global back. We have discussed the following: 00:00 Check out Interactive Brokers https://good-investing.net/ib/00:38 Introduction01:21 VNV’s involvement in Russian & Ukrainian companies02:16 Areas of investments affected by the conflict03:50 Per’s communication with companies05:57 A Change of strategy for the emerging markets?07:09 Consequences for other investments09:00 Who is selling?11:33 Impact on NAV13:08 Valuations in the private vs. public world17:10 Investment breakdown19:10 Are you turning into an “asset manager”?24:55 Managing the portfolio27:05 Outlook on different portfolio companies29:50 Thoughts on SPAC listings37:40 Babylon Health43:20 How can Babylon win in healthcare?47:53 AI’s challenges50:38 Babylon’s acquisition strategy53:17 Winning the US market55:30 Measuring Babylon’s success56:50 The future?57:47 Community Exclusive: Surprises in VNVs journey: VOI59:10 VOI’s innovations01:02:40 VOI’s strategy to become market leaders01:04:44 New team members01:09:29 Growth and the corporate culture01:13:13 New horizons01:15:39 Closing thoughts by Per01:17:00 Staying optimistic during change01:20:45 Thank you & goodbye01:21:06 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 = * Per Brilloth, how do you want to win with Babylon Health stock? appeared first on Good Investing.

They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf We have discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introduction02:15 Nintendo before the Switch release06:44 What Nintendo has achieved since 2017?08:30 Active users14:33 The demographics of Nintendo customers33:45 Nintendo’s marketing power38:45 Lego & Nintendo48:07 Building trust01:00:30 Return on investment01:06:13 Community Exclusive: Biggest fear of a Nintendo investor01:07:00 The Switch selling cycle to existing customers01:10:30 The developer ecosystem01:11:29 The “Switch Pro”01:20:19 Todd’s departure from this episode01:20:48 Hardware forward and backward compatibility01:25:59 Nintendo Switch online01:48:28 Monetization possibilities02:00:00 Read Ryan’s letter!02:00:55 A hopeful outlook02:03:29 Goodbye02:03:41 Disclaimer Here you can find the transcript of this conversation: https://www.good-investing.net/2022/04/27/ryan-oconnor-todd-wenning-is-nintendo-stock-winning-in-the-2020s/ 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 = * Is Nintendo stock winning in the 2020s, Ryan O’Connor & Todd Wenning? appeared first on Good Investing.

Roger Peeters is an outspoken expert for the German stock market. With the DWS Concept Platow, he is running a successful Germany fund. Our video was recorded before the Russian invasion of Ukraine. So, we don’t facto the recent developments in. We discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:39 Introduction00:52 Crisis’ in the past 15 years05:10 impact on the style of investing08:26 Using a diverse investing style10:54 The German market15:12 Meetings with CEOs and board members18:45 Networking20:00 Must-knows of the German stock market22:47 Interesting unlisted companies24:00 Wirecard27:42 Areas Roger does not understand30:30 Defining “Mittelstand”33:53 Understanding the “Mittelstand”36:46 Number of companies in portfolio38:05 Factors for sizing40:47 Picking themes for investing (community exclusive)42:03 Sticking with traditional “boring” companies45:44 Focusing on growth47:38 Is growth profitable?48:41 Example Sto SE: What makes them interesting51:13 Example Bechtle: What makes them interesting53:08 Founder families as a factor?54:48 Advice by Roger56:02 Thank you 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 = * How to best invest in Germany? With Roger Peeters of pfp-ADVISORY appeared first on Good Investing.