Insights & Perspectives

Explore in-depth analysis, market commentary, and timeless investment wisdom designed to inform, inspire, and sharpen your financial thinking.

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August 3, 2026
Confessions of a Quant-Loving Value Investor
Article
July 23, 2026
Pressure: What a WWII Forecast Taught Me About Conviction
Article
July 8, 2026
The Zurich Project
Speaker Highlight
June 30, 2026
Q2 2026 Edition
Newsletter
June 24, 2026
SMA Operator Maat Readies First Fund
In the Press
June 22, 2026
Edition 146: Measuring measuring markets, and investors who stayed independent
In the Press
June 18, 2026
Strand Global Macro Talks Ep 12
Podcast
June 16, 2026
TU Investment Club Analyst Program
Speaker Highlight
June 11, 2026
Nordic Value
Speaker Highlight
June 8, 2026
Same Amplifier. Different Problem.
Article
June 6, 2026
Weird Shit Investing Conference
Speaker Highlight
June 2, 2026
The Cinderella Man of investing: Made, not broken, by the years no one was waiting
Article
May 29, 2026
Value Spain
Speaker Highlight
May 25, 2026
It's just me, Redbreast, Chris Hohn & FT
Article
May 19, 2026
AIMA Next Generation Manager Forum
Speaker Highlight
May 7, 2026
Santangel's Review
Speaker Highlight
April 13, 2026
This Week in Intelligent Investing
Podcast
April 1, 2026
Absturz à la 2008?
In the Press
March 25, 2026
The Curious Men of All Markets
Article
March 11, 2026
Concentration: Your brain is the risk, not (always) your portfolio
Article
March 2, 2026
The Unintended Consequence: From a 1905 Paris Classroom to Today's Active Management
Article
December 1, 2025
Fifty Rising Hedge Fund Stars
In the Press
October 13, 2025
Wall Street-Veteran startet Stock-Picker in München, warnt vor Krise
In the Press
August 20, 2025
Former Staffers at Munich Equity Manager Paradigm Poised to Market Own Value Strategy
In the Press
May 29, 2025
The Power of Simplicity: Lessons from Buffett and the MAAT Way
Article