Episodes

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…