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.
Deep Dives
Brookfield Corporation (New York: BN) has been known for decades as an investor in real assets – infrastructure, real estate, private equity, and renewable energy, often with its own capital as a starting point, later supplemented by the ever-increasing inflow of institutional investors. This institutional money now forms the core of the asset management
Deep Dives
This week, we delve deeper into the serial acquirer Heico Corporation (New York: HEI-A). The American company, active in the aftermarket for aircraft parts, has recently posted another record quarter. Net profit rose to USD 177.3 million (+30%), operating income to USD 502.1 million (+22%), and revenue
Deep Dives
On the stock market, investors are constantly searching for the holy grail: a company that not only generates superior returns but does so with a predictability and sustainability that spans decades. These companies are rare. They are not defined by the latest technological hype or the whims of quarterly earnings, but by
Deep Dives
The Canadian investment holding company Brookfield Corporation (New York: BN) is at a tipping point in its development. Whereas the company was known for decades primarily as a global manager of real estate, infrastructure, and renewable energy, the strategy has clearly broadened in recent years. The combination of strongly growing insurance activities, a record amount of deployable