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Update 2025: AI euphoria, market concentration, and forgotten opportunities
- Date
August 25th 2025
May 7 dominate, risks increase. Opportunities are offered by small caps, emerging markets and unpopular sectors such as chemicals and e-commerce.
- Date
August 25th 2025
Update 2025: AI euphoria, market concentration, and forgotten opportunities
May 7 dominate, risks increase. Opportunities are offered by small caps, emerging markets and unpopular sectors such as chemicals and e-commerce.
- Date
16. January 2025
Markets 2025: “You can't predict, but you can prepare”
Prepare, don't predict: On US dominance, high valuations, diversification and countercyclical opportunities.
- Date
1. January 2025
Märkte 2024: Ein bewegtes Jahr ohne Richtungswechsel
A turbulent year on the stock market with familiar themes: US tech dominates, recession fails to materialise, Bitcoin booms – the music continues to play.
- Date
10. October 2024
RTL share: Dividend instead of ratings record?
The sale of RTL's Netherlands business could offer shareholders a high special dividend - an exciting opportunity despite declining TV relevance.
- Date
4. August 2024
Shaky markets: Recession or summer storm?
For a long time, the stock market was a happy place, but now comes the surprise: the economy is weakening and when it comes to AI, fantasy is gradually giving way to reason. There are some indications that things could get even more uncomfortable.
- Date
8. May 2024
Berkshire Hathaway meeting and VALUE x BRK
The Berkshire Hathaway meeting took place in Omaha last weekend. In addition to the Annual General Meeting itself, many other interesting events took place, including the VALUExBRK conference organised by Guy Spier.
