The year 2024 and expectations for 2025
CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outlook for the coming year.
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.
November 12th 2024
You can read more about superscaling in our White Paper by Bo Knudsen and Senior Analyst Marcus Bellander