Рет қаралды 494
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.
The first episode can be found here • Can HomeToGo win as bo...
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
#goodinvesting #germanstocks #hometogo
Join Good Investing Plus
➕ Apply here to Plus: good-investing.net/plus/
Our newsletter
📧 Subscribe to our newsletter: www.good-investing.net/contac...
Helpful tools for investors
📈 Stratosphere - beautiful stock analysis tool* - stratosphere.io/?lmref=bJ0jjw
📶 TIKR - great data tool *: tikr.com/goodinvesting/
💱 Wise - our recommended savings account *: 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: good-investing.net/imprint/di...
Affiliate Link = *