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Tech bubble? Tech crash? Baki Irmak on tech investing in turbulent times

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Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Baki Irmak

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 = *

Tech crash? Baki Irmak on tech investing in turbulent times appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

99 episodes

Artwork
iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 23, 2025 10:56 (27d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 336504663 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Baki Irmak

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 = *

Tech crash? Baki Irmak on tech investing in turbulent times appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

99 episodes

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