Today, we’re looking at a company that is polarizing the investing community: Chapters Group AG. Some call it the 'German Constellation Software.Chapters Group has long been a company I’d like to analyze. Not just because of the co...

Some companies always seem too expensive. The company we’ll discuss today, Lotus Bakeries, is one of them. Lotus Bakeries, from now on ‘Lotus’, is a Belgian family-owned snack company. Their most renowned product is the Lotus Biscoff cookie (th...

Our final deep dive of 2025. So we decided to make it a little more special with an extra hour-long deep dive with Niklas from Heavy Moat Investments.Most investors spend their time studying companies they see every day... apps on their...

Exor is an Italian holding company that is owned by Italy’s richest family: the Agnelli’s. The family, through Giovanni Agnelli, still has over 85% of the voting rights. Almost 40% of Exor’s gross asset value consists of its stake in Ferrari. O...

While traveling to Japan, I used their services multiple times, and paid good money for them. So picture this: It’s September 2025, I’m in Japan, sitting in a Shinkansen — the Japanese bullet train — and this thing is flying through mountains a...