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Half-time: Status on the stock markets

Bo Knudsen, CEO and Portfolio Manager, shares our view on the stock market status in 2023. He also discusses the impact of Artificial Intelligence (AI).

July 11th 2023

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The year 2024 and expectations for 2025

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How to Extract Value from Data?

While some companies are favourably positioned to capture long-term value from a data-driven business model, for the majority, data will be a prerequisite to remain competitive and not necessarily a long-term driver of shareholder value.

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Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.

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Superscaling in the 2020s and beyond

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.