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Deep Dives
Deep Dive - 3 Experts, 3 Strategies for 2026
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.
Deep Dives
Deep Dive - Boring software is now worth its weight in gold: our tips for 2026
In a world where AI is becoming increasingly widely available, the structural qualities of vertical software companies are becoming more apparent. In this article, we explain why.
Family Holding Companies
Family Holdings #51 - HEICO proves once again why it is a quality compounder
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Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Economy & Markets
Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity
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Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Economy & Markets
Economy & Markets #49 - Europe is becoming divided in terms of pace and vision
Family Holding Companies
Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow
Economy & Markets
Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels
Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all