Why do you own so much stock of HomeToGo, Steffen Schneider?

Good Investing Talks

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.

1y ago 56:29

MP3•Episode home

Steffen Schneider - HomeToGo

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company.

We have discussed the following:
00:00 Recap
00:40 Introduction to part 2. Please check out part 1:
01:06 HomeToGo competitors
02:40 Smoobu competitors
06:27 The complexity of problem-solving within the business
11:00 What investors love
12:23 HomeToGo Pro
13:27 Doppelgaenger
15:15 Overlap in customers
16:45 Building on data
21:40 Please check out GI Plus
22:15 Skin in the game for Steffen
25:00 How capital is allocated
29:51 Gut feeling vs. Data-based decisions
32:23 Moon shots vs. being down to earth
33:42 Focus on mergers and acquisitions
38:56 Price development since 2021
41:15 Growth in the holiday rental market
44:00 Online vs. offline business
45:25 HomeToGo growth
48:30 Hypothetical scenario: No more marketing expenses
52:10 Outlook on the next 5 years: Revenue or profitability
54:36 Closing thoughts
55:40 Thank you
56:00 Disclaimer

Join Good Investing Plus
Apply here to Plus: https://good-investing.net/plus/

Our newsletter
Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
TIKR – great data tool *: https://tikr.com/goodinvesting/
Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you own so much stock of HomeToGo, Steffen Schneider? appeared first on Good Investing - Understanding businesses & Connecting investors.

98 episodes

#Trading #Business #MBA #Good Investing - Tilman Versch #Good Investing #Guy Spier