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内容由Shareholder Value Management AG提供。所有播客内容（包括剧集、图形和播客描述）均由 Shareholder Value Management AG 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Von der Skyline zum DAX-Rekord und zurück. Heiko Böhmer: "Value-Investieren, aber mit einem modernen Gesicht" - KI-Burggraben?
Manage episode 407679418 series 2689367
内容由Shareholder Value Management AG提供。所有播客内容（包括剧集、图形和播客描述）均由 Shareholder Value Management AG 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Die allmähliche Verfertigung des Investments beim Laufen in Mainhattan. Heiko Böhmer von Shareholder Value auf dem Frankfurter Börsentag: "Wir kratzen jetzt Richtung 18.000 Punkte, obwohl sich an den Rahmenbedingungen wenig verändert hat." Gibt es negative Vibes? Die eine oder andere zu positive Aussicht an den Märkten könnte gewiss zu Enttäuschungen führen. "Wir sehen psychologische Effekte, ein Fear of missing out. Es riecht nach kurzfristiger Übertreibung." Wenn ein Unternehmen keinen Burggraben hat, dann müssen eben andere Faktoren überzeugen. "Wir schauen auf die Zweitrundengewinner."
Mehr dazu in diesem Podcast!
✅✅✅ Abonnieren Sie hier den Shareholder Value Newsletter: https://www.shareholdervalue.de/newsletter
▶️ Hier geht es zum aktuellen Frankfurter Investmentblog: https://www.shareholdervalue.de/blog/author/heiko-boehmer
+++RECHTLICHE HINWEISE+++
100集单集
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Manage episode 407679418 series 2689367
内容由Shareholder Value Management AG提供。所有播客内容（包括剧集、图形和播客描述）均由 Shareholder Value Management AG 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Die allmähliche Verfertigung des Investments beim Laufen in Mainhattan. Heiko Böhmer von Shareholder Value auf dem Frankfurter Börsentag: "Wir kratzen jetzt Richtung 18.000 Punkte, obwohl sich an den Rahmenbedingungen wenig verändert hat." Gibt es negative Vibes? Die eine oder andere zu positive Aussicht an den Märkten könnte gewiss zu Enttäuschungen führen. "Wir sehen psychologische Effekte, ein Fear of missing out. Es riecht nach kurzfristiger Übertreibung." Wenn ein Unternehmen keinen Burggraben hat, dann müssen eben andere Faktoren überzeugen. "Wir schauen auf die Zweitrundengewinner."
Mehr dazu in diesem Podcast!
✅✅✅ Abonnieren Sie hier den Shareholder Value Newsletter: https://www.shareholdervalue.de/newsletter
▶️ Hier geht es zum aktuellen Frankfurter Investmentblog: https://www.shareholdervalue.de/blog/author/heiko-boehmer
+++RECHTLICHE HINWEISE+++
100集单集
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类似 Finanzpodcast der Shareholder Value Management AG 的节目
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Wholesaling Inc with Brent Daniels
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