Will AI surpasses human-level intelligence? And when is this likely to happen? We are taking about Human-level AI, often referred to as...

In just 50 years, the microprocessor technology experienced a 100-billion-fold improvement, right on schedule for Moore's Law. Here’s a...

Strange that. But not strange at all. If you go to first principles, every individual is driven by incentives: pain and pleasure. So when...

After El Salvador, Costa Rica and Bhutan, Indonesia has recently joined the list of countries that have already started or soon intend to...

I spent my previous life in corporate finance buying and selling companies this was in the 1990s and the word EBITDA was not yet...

It was only a few months back that we reported on Majorel being acquired leading to a spike in price of 40%. Now on 10 July 2023 another...

SBM Offshore is rated a Buy or Strong Buy by many analysts. In the magazine for investors Effect (issue 6 June 2023), SBM Offshore is...

On Wednesday 26 April 2023 after a takeover bid the price of the somewhat unknown Majorel Group Luxembourg S.A. spiked. Just a month...

Giffen goods are a peculiar phenomenon in economics where an increase in the price of a good leads to an increase in its quantity...

Our Quant model generates an active return of ~10% p.a. on average, over the medium term. And now Momentum is an additional filter that...

I used the Christmas break to ponder what such a company would be. As this is the follow-up of the last post please see the earlier post...

First of all, there is no perfect company. Only a company that responds perfectly to its ever changing environment. And boy, is our...

Randstad NV has been performing solidly since it has been an Outperform in Sept '22 and was added to our portfolio. It has a fortress...

We live in a changing world, massively changing. Where business models need to adapt to digital or falter. When Joseph Schumpeter coined...

In financial economics and accounting research, post–earnings-announcement drift or PEAD (also named the SUE effect) is the tendency for...

Bitcoin loves being attacked. Bitcoin especially likes it when something tries to kill it. And it’s also very fond of people trying to...

“Bitcoin is extremely volatile” say the journalists, economists and bankers. Is it though? If you were on a boat that was being tossed...

Bitcoin is growing up. It is therefore more than 10 years old and cannot be ignored. In fact, it can never be removed. It is the new...

Ctac has been an Outperform for some time now. A great Dutch company operating in the IT / cloud sector. A clear growth market with...