Deep Dives
The investment holding company Topicus.com (Toronto: TOI) will get a new CEO as of 1 October. Robin van Poelje is stepping down for personal reasons and will remain chairman of the supervisory board. Ramon Zanders, currently CEO of subsidiary TSS Blue, will succeed him. We spoke this week with
Deep Dives
The acquisition machines Constellation Software (Toronto: CSU) and Topicus.com (Toronto: TOI) recently published their results for the second quarter of 2026. Constellation elaborated on the results a day later during a conference call. Reason enough this week to dive deeper into the figures and the capital allocation of both
Deep Dives
Over the past few weeks, several press releases have appeared from the German investment holding company Chapters Group (Frankfurt: CHG). What's more, the serial acquirer organised a Capital Markets Day (CMD) and its Annual General Meeting of Shareholders (AGM). Reason enough to take a deeper dive into the
Deep Dives
Swedish family holding company Investor AB (Stockholm: INVE-B) published its results for the first half of 2026 this week. Net asset value grew by 9% in the second quarter to SEK 1,215 billion, or SEK 397 per share. Total return (share price plus dividend) for shareholders came in
Deep Dives
At the RedEye Serial Acquirer conference 2026 in Stockholm, Joep Dikken and Michael Gielkens spoke extensively with AddTech (Stockholm: ADDT-B) on behalf of Tresor Capital. Just as at the previous edition, Christopher Casselblad was our discussion partner; he is head of communications at AddTech and also responsible for the
Deep Dives
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
Deep Dives
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
Deep Dives
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&
Deep Dives
The investment holding company Brookfield Corporation (New York: BN) presented its first-quarter 2026 results last week, followed by an extensive conference call and a notably strategic shareholder letter from CEO Bruce Flatt. Flatt also recently spoke at the Milken Institute Global Conference.
Deep Dives
3i Group (London: III) has presented its annual results for the broken financial year 2026. Although the holding company reported a solid total return on equity of 22%, comfortably above its own 15% target, the market reacted nervously with a sharp share price decline. Net Asset Value (NAV) rose to
Deep Dives
Deep Dives