Deep Dives
On Wednesday, April 1, 2026, we were delighted to welcome no fewer than 135 business partners to our client appreciation day—yet another record. We are thrilled that so many customers made the long journey to Maastricht from Amsterdam, Bruges, or Knokke to attend this event. This time, we were not in Lanaken,
Deep Dives
A report on our one-on-one interview with CFO Jamal Baksh about the latest financial results, the company’s AI strategy, and the recent major acquisition.
Deep Dives
An analysis of Chapters Group's financial figures and strategy following our meeting with management
Deep Dives
Investment holding company Berkshire Hathaway is entering a new era as Warren Buffett hands over the reins to Greg Abel. Despite weak quarterly figures, the core remains intact: a strong balance sheet, strict capital allocation, and a long-term focus.
Deep Dives
The narrative that AI will fundamentally disrupt existing business models has led to significant price movements in a short period of time. Whereas we could previously speak of healthy caution with regard to technological disruption, we have now entered a phase of total irrationality.
Deep Dives
The market seems to have already passed its verdict, with artificial intelligence (AI) dealing the death blow to niche software. However, we believe that this fear is greatly exaggerated.
Deep Dives
This week, we spoke at length with CEO, founder, and major shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.
Deep Dives
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.
Deep Dives
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.
Deep Dives
An update on our performance in a turbulent market and why now is the time to get involved.
Deep Dives
We discuss three reasons why Asseco can grow into the digital champion of Central Europe.
Deep Dives
3i Group increases its stake in Action as the discounter continues to grow strongly despite headwinds in France and Germany. At the same time, the private equity portfolio demonstrates that 3i also creates consistent value outside Action through internationalization and scalable niches.