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 Introduction
00:52 Crisis’ in the past 15 years
05:10 impact on the style of investing
08:26 Using a diverse investing style
10:54 The German market
15:12 Meetings with CEOs and board members
18:45 Networking
20:00 Must-knows of the German stock market
22:47 Interesting unlisted companies
24:00 Wirecard
27:42 Areas Roger does not understand
30:30 Defining “Mittelstand”
33:53 Understanding the “Mittelstand”
36:46 Number of companies in portfolio
38:05 Factors for sizing
40:47 Picking themes for investing (community exclusive)
42:03 Sticking with traditional “boring” companies
45:44 Focusing on growth
47:38 Is growth profitable?
48:41 Example Sto SE: What makes them interesting
51:13 Example Bechtle: What makes them interesting
53:08 Founder families as a factor?
54:48 Advice by Roger
56:02 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 = *
