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📈 Brookfield Deep Dive Part 3
Brookfield week part III
7 hrs ago
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Jochen Vandenbergh
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💰 5 Lessons From 'The Psychology of Money'
The Psychology of Money is the best personal finance book ever. The book explains that money is not about being smart, but about how you behave.It shows…
Dec 16
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📈 Brookfield Deep Dive Part 2
Brookfield has a strong moat thanks to its huge size, trust, and permanent capital that lets it invest for the long term. It is active in three strong…
Dec 14
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Jochen Vandenbergh
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📈 Brookfield Deep Dive
A company that returned 19% per year on average for 30 years? Brookfield Corporation. Let’s dive into a Deep Dive of this amazing company.
Dec 11
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Jochen Vandenbergh
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How to Survive A Market Crash
The market looks expensive and heavily driven by a few Big Tech stocks, which makes many investors worry we’re near a market peak. You can’t predict a…
Dec 9
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Best Buys December 2025
By monthly tradition, you’ll get an update on our Best Buys of the month. The company we highlight this month is Paycom ($PAYC). We also highlight…
Dec 7
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A look into my soul
I spent a month in the Dominican Republic to think about life, work, and what true wealth means, and I realized that friends, family, and giving back…
Dec 4
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Update Kelly Partners Group
Kelly Partners Group recently held it's Annual General Meeting. We dove into the meeting and update our investment case.
Dec 2
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November 2025
A Look Into The Portfolio
Times on the stock market are very interesting. Quality is struggling while everything related to AI and momentum seems to skyrocket. A dangerous thing…
Nov 30
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Portfolio Update: November 2025
ChatGPT said:The market looks strange right now: AI stocks are booming while many high-quality companies are cheap, giving long-term investors rare…
Nov 27
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10 Rules from Seth Klarman
Seth Klarman is a legendary value investor who built Baupost Group and earned over 20% returns per year for more than 40 years by focusing on safety…
Nov 25
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Update Buy-Hold-Sell List: November 2025
Quality is on sale
Nov 23
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