My Baarlo presentations
They say sharing is caring. Once a year, I put that into practice by giving a presentation for my colleagues at our team off-site. Here are those presentations.
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Insane alternative assets
For those who dare, the hunt for uncorrelated returns is eternal. However, returns for traditional asset types tend to be more correlated (and less cool) than we'd like to believe. Hence, I've laid out some crazy asset types you can invest in. That is, if you're brave enough.
What I learned from an investing presentation with a fancy name
I attended the Asset Investment Night 2025. And even though you won't get the goodie bag I got, I'll still give you some of my key takeaways. I attended to learn more about investing in markets shaped by geopolitical developments, triggered by recent developments, and as
My review of Barbarians at the Gate
"A few million dollars are lost to the sands of time." - Ross Johnson Rating: 4/5 Barbarians at the Gate is a corporate classic that should be read by everyone interested in tales of finance history, specifically the origins of private equity, corporate intrigue, or wants a
Bolstering Europe—and your portfolio: European defence comparables
Europe is rearming—fast. With €800 billion on the table, the ReArm Europe Plan is set to reshape the continent’s defense industry. For investors, the real question isn’t whether money will flow, but who will collect the biggest share. Let’s break it down.