Economy & Markets
Economy & Markets #26 - OpenAI IPO delay and mass layoffs at VW
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Family Holdings
Family Holdings #26 - A hot week on the stock markets
Family Holdings
Family Holdings #25 - Digital sovereignty within permanent capital
Economy & Markets
Economy & Markets #24 - From Van Veldhoven to Mars
Deep Dives
Deep Dive – At the Table with KKR: A 'K-Shaped Everything'
During a recent visit by our analyst Joep Dikken to the London office of investment holding company KKR, he sat down with Philipp Freise and Craig Larson. With these two gentlemen, KKR put experienced professionals at the table. As co-head of European private equity activities, Freise has been with
Family Holdings
Family Holdings #24 - AI, AI, AI
Family Holdings
Family Holdings #23 - TerraVest Chairman Under Fire
Deep Dives
Deep Dive – Investor AB stays the course under the Wallenberg empire in turbulent times
During our trip to Stockholm, analyst Joep Dikken and the undersigned visited the head office of Investor AB (Stockholm: INVE-B). In addition, the Swedish family holding company held its annual general meeting on 7 May 2026 at the China Theatre in Stockholm. In this deep dive, we combine our
Economy & Markets
Economy & Markets #23 - The North Converges towards the South
Deep Dives
Deep Dive – Constellation CEO Mark Miller sets the tone with skin in the game
The investment holding companies Constellation Software (Toronto: CSU) and Topicus.com (Toronto: TOI) published their first-quarter results earlier this month. Another highlight was the shareholders' meeting of both companies, whose question-and-answer session lasted no less than four hours. More than enough reason to devote this week&
Family Holdings
Family Holdings #22 - Three international serial acquirers with quarterly results
Family Holdings
Family Holdings #21 - Joep visits Scottish Mortgage, Abel puts his own stamp on Berkshire