Teqnion Stock Explained w/ Daniel Zhang

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  • Опубліковано 27 вер 2024
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    Stig Brodersen interviews Daniel Zhang about Teqnion. Daniel Zhang is the Director of M&A at Teqnion. Teqnion AB is an industrial group that invests in and develops solid, profitable specialized businesses with an endless horizon.
    IN THIS EPISODE, YOU'LL LEARN:
    - How did Daniel Zhang get his job as Director of M&A at Teqnion?
    - What made Stig decide to buy a stock in Teqnion?
    - What are the competitive advantages of Teqnion?
    - How Daniel thinks about “owner’s earnings” when he and other investors read Teqnion's financial statements.
    - Which profit does he focus on when speaking with his subsidiaries?
    - Which hurdle rate does he use for his subsidiaries when they decide how much of profits should be retained or sent back to the HQ?
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КОМЕНТАРІ • 46

  • @TheInvestorsPodcastNetwork
    @TheInvestorsPodcastNetwork  Рік тому +3

    Check out this video next: ua-cam.com/video/b6lTfy1VwGM/v-deo.html
    IMPORTANT: Please beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor's Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!

    • @Brandon-gw4ed
      @Brandon-gw4ed 5 місяців тому

      We continuously report, but UA-cam never does a thing about it.

  • @BrandonRodriguez283
    @BrandonRodriguez283 Рік тому +12

    Daniel is such a cool and humble guy, and has a very ethical and rational way of thinking about business and shareholders.

  • @gunterke
    @gunterke Рік тому +3

    I have become a Teqnion shareholder recently and really enjoy learning more from the team. It's a bunch of people who really love what they do and they're in it for the very long run. I wish Daniel and his colleagues the best of luck. I'll be along with them for the ride.

  • @bradleyhope3652
    @bradleyhope3652 Рік тому +1

    Great to meet you Daniel and Johan!

  • @PJski
    @PJski Рік тому

    Love the pullback in shares over the last week or two, finally hit a point where I felt comfortable in adding another sizeable position (at 165). Among the largest holdings in my portfolio, and feeling good about it for the very, very long term. :) Thanks for putting this together - new sub, c/o this video. :)

    • @TheInvestorsPodcastNetwork
      @TheInvestorsPodcastNetwork  Рік тому

      Thank you so much! ua-cam.com/video/peS-Jh3xtqA/v-deo.html here's another stock analysis you that might interest you 🙌

  • @clayfinck
    @clayfinck Рік тому +1

    Loved this interview!

  • @ramagam90
    @ramagam90 8 місяців тому

    Fantastic interview. Thanks for sharing!

  • @thomasrust6637
    @thomasrust6637 Рік тому

    Can i ask a really stupid question, if you buy shares in teqnion, do you own shares in the group or the parent company? I have been reading the annual reports and cannot figure it out. Most of the numbers quoted on platforms look like they are from the group (revenue, gross profit etc).

  • @vsx9877
    @vsx9877 10 місяців тому

    Thank you so much for this very informative video you guys! Long $TEQ

  • @KubazTKDLBL
    @KubazTKDLBL Рік тому +1

    Amazing podcast

  • @ADifferentPerspective-bc2ho
    @ADifferentPerspective-bc2ho 10 місяців тому

    am i correct if i say that Daniel does not own shares in the company himself? If so, why not?

  • @sabirhazimeh1566
    @sabirhazimeh1566 Рік тому

    Where would one buy shares of this company in the USA?

    • @vsx9877
      @vsx9877 10 місяців тому

      why not buy this in Sweden? It's more liquid than OTC

    • @faw1998ss
      @faw1998ss 9 місяців тому

      How do you buy in Sweden?

  • @naplesinvestor
    @naplesinvestor Рік тому

    What brokerages in the US have access to this company? I can't find it on the usual suspects.

    • @clayfinck
      @clayfinck Рік тому +3

      IBKR worked for me.

    • @naplesinvestor
      @naplesinvestor Рік тому

      @@clayfinck thanks!

    • @chadpedigo7981
      @chadpedigo7981 Рік тому

      Any other firms? have the same question

    • @vsx9877
      @vsx9877 10 місяців тому

      @@chadpedigo7981 The brokerage needs to have access in Sweden. Teqnion is not available in the US

    • @Tendomcgoobin
      @Tendomcgoobin 3 місяці тому

      Fidelity

  • @amith2947
    @amith2947 7 місяців тому

    can the host please allow the guy to speak? I beg you 🙏🙄

  • @chadpedigo7981
    @chadpedigo7981 Рік тому +1

    Is it fair to say that Teqnion is a similar business to Berkshire, realizing that Teq it’s much smaller, less capital, and Swedish?

    • @extramild1
      @extramild1 Рік тому +2

      Not really - BRK has a large insurance business and a stock portfolio. Teq has none of those things.

    • @PJski
      @PJski Рік тому

      @@extramild1 There was a time when BRK had none of those things as well. Respectfully, I think you may have missed the essence of the question. Seeing parallels between where BRK was in it's infancy stages, and where Teqnion is today, isn't a far stretch. Now, whether or not Teqnion will ever come close to BRK's success - that's an entirely different story.

    • @jaapstrik4851
      @jaapstrik4851 Рік тому +1

      @@PJski but for brk, the construct of having an isurance business and investing the free float is quite essential to their success. the similarity between teq and brk is that they are both holdings, and thy try to buy strong companies as whole if they can. brk had a leverage of a free supply of money to invest from their insurance business, which is different from teq.

    • @Tendomcgoobin
      @Tendomcgoobin 3 місяці тому

      Not even remotely similar

  • @RedGoobler
    @RedGoobler Рік тому

    Share buybacks can ofc be great capital allocation depending on valuation relative to other opportunities

  • @77magicbus
    @77magicbus Рік тому

    Great interview. I like the people running this company.

  • @zzd7ry
    @zzd7ry 7 місяців тому

    A refreshing approach to buying and managing businesses and a fantastic interview! How can one by Teqnion stock in the USA?

    • @clayfinck
      @clayfinck 7 місяців тому

      I personally use Interactive Brokers. It's great. Low fees, easy to use, etc.

    • @mjbank6070
      @mjbank6070 7 місяців тому +1

      Interactive Brokers. I bought some shares using that platform. I believe you can use Fidelity but Im not certain

    • @Tendomcgoobin
      @Tendomcgoobin 3 місяці тому

      You can use Fidelity. I own shares on there

  • @user-pl5zx4sp5c
    @user-pl5zx4sp5c 6 місяців тому

    The Chinese host should be fired.

    • @LVH10
      @LVH10 6 місяців тому

      You should be fired

    • @user-pl5zx4sp5c
      @user-pl5zx4sp5c 6 місяців тому

      @@LVH10 i recommend you spend the rest of your life analyzing my diarrhea in lab

    • @user-pl5zx4sp5c
      @user-pl5zx4sp5c 6 місяців тому

      @@LVH10 i suggest you spend the rest of your life analyzing diarrhea in a laboratory

    • @user-pl5zx4sp5c
      @user-pl5zx4sp5c 6 місяців тому +1

      @@LVH10 my diarrhea smells horrible.

    • @Tendomcgoobin
      @Tendomcgoobin 3 місяці тому

      ​@@user-pl5zx4sp5cprobably because you eat a lot of poop