Where do you currently find value, Swen Lorenz? A talk on opportunities like Fiverr and SNP скачать в хорошем качестве

Where do you currently find value, Swen Lorenz? A talk on opportunities like Fiverr and SNP

Swen Lorenz is a well-traveled investor. He writes about stocks for https://www.undervalued-shares.com. In the livestream we have discussed: 2:03 Swens home on a canal island. 7:02 How his investment style changed 10:28 How Hypoport his investment style 13:18 Idea generation 16:15 Building networks 17:40 What is Fiverr doing? 19:20 Why he likes Fiverr 22:00 What is the surplus for customers and service providers? 24:20 Trust and cultural values 26:38 Fiverr Pro 28:30 Growth: Cost of it & Effects of scale 29:38 Capital allocation 35:30 The tension of commoditising creativity 37:30 Options of companies besides Fiverr 38:55 Fiverr's management 42:34 Perspective for the next 5 to 10 years 45:00 Are we in the Dot.com Bubble 2.0? 47:30 Innovation in the Internet Economy 48:30 SNP 53:26 Software vs. consultants 54:50 SAP focus? 58:20 Conficence on the transformation 1:00:00 SNP in 5 or 10 years 1:01:30 Management 1:04:30 Change investment cases & divesting The 10 questions for Swen start 1:07:00 Why Sark? 1:09:20 Hedging and portfolio management 1:11:20 Skin in the game 1:13:20 Porsche 1:15:10 Interesting regions 1:18:15 Airline industry 1:20:30 Stem cells 1:22:30 Delek Group Here are the mentioned links: Pavel Begun on the Turkish Ulker Biskuvi:    • Ulker Biskuvi stock - How sweet is the ret...   The Fiverr report: https://www.undervalued-shares.com/re...  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #valueinvesting #snp #fiverr Mehr | More ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 💻 Homepage: https://www.valuedach.de/ - English: https://www.valuedach.com/ 📩 Newsletter: https://www.valuedach.de/kontakt/valu... 👥 LinkedIn:   / valuedach   🐥 twitter:   / valuedach   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Deutsch: https://www.valuedach.de/impressum/di... English: https://www.valuedach.de/en/imprint/d... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬