Deep Dives
Deep Dive – Report on the Pilgrimage to the Woodstock of Capitalism
Topicus
Deep Dives
Deep Dive - 5 Holding Companies Worth Buying, According to Tresor Capital
Family Holding Companies
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Family Holding Companies
Family Holdings #14 - From Record Dividends at Asseco to the Facts Behind the Panic in the Private Credit Market
Deep Dives
Deep Dive - Constellation Software is focusing on AI integration
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.
Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Deep Dives
Deep Dive - Software and private equity under the spell of Artificial Intelligence
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
Deep Dive - AI versus VMS: investors throwing the baby out with the bathwater
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.
Family Holding Companies
Family Holdings #4 - Swedish reliability and Belgian stars
Family Holding Companies
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
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.