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-series
00:22 Check out Interactive Brokers @ https://good-investing.net/ib/ *
01:00 Introducing to Baki Irmak
03:55 Dotcom crash vs. today’s crisis
09:24 Digital tools for stock analysis
09:37 Check out the German video
13:00 Strategy for investments in Digital Leaders
16:18 The 3 pillars of Baki’s approach
21:45 Future opportunities
30:54 The dynamics of inflation/deflation within digital
35:07 Digital transformation leaders
38:45 Digital transformation in emerging markets
44:10 The examples of companies Baki has an eye on
49:28 Companies Baki had liked in 2019/2020 but is staying away from now
54:10 Thoughts around debt
56:30 Updating the tool-set
59:40 Check out the Digital Leaders Fund at thedlf.de
01:00:42 Goodbye
01:00:53 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 = *
