Hello, my name is Tim Herglotz, and I’m an engineer at heart who is passionate about three things:
Firstly, I specialize in orchestrating large transactions (+$250M) with automotive customers in EMEA at Amazon Web Services (AWS). My focus is on helping businesses achieve their digital transformation goals with the full power of the AWS cloud. I have had the privilege of working with some of the most innovative and forward-thinking companies in the world, and I am always eager to find new opportunities to drive growth and innovation. Throughout my career, I have built a strong track record of closing large transactions with customers in complex and fast-paced environments.
Secondly, I am a keen participant in the global equity markets. I enjoy researching and writing about macroeconomic trends and am always looking for ways to help others understand and make sense of the complexities of the financial world. I am genuinely interested in researching macroeconomic trends and valuating the business performance (intrinsic value) of companies to identify investment opportunities, mainly in the USA.
Thirdly, It is crucial to understand the importance of intrinsic value and market indicators in making informed investment decisions. My deep understanding of a company’s financials, competitive advantages, growth potential, and risks allows me to determine its true worth (value) and whether it is undervalued or overvalued. I also use market indicators such as stock market indices, interest rates, and economic indicators like GDP and inflation to gain insights into the overall health of the economy and potential opportunities and risks.
By combining my knowledge of intrinsic value with an awareness of market indicators, I am able to navigate the complexities of the market and make informed decisions about when to buy, hold, or sell investments. Maintaining a balanced risk tolerance limits potential losses.
Fun facts about myself: I am Dutch living in Germany and communicate in a “gentle” direct style. I don’t deal well with nonsense (churn) or incompetence.