Monthly review/October 5, 2026
September portfolio review (+2.0% / +€4458): Muse announced by Meta on September 8th brought a turning point to the portfolio, and the bet on AI agents paid off. In addition to Meta, one other company had an even greater impact, which one?
General/September 15, 2026
Monthly review/September 5, 2026
General/August 31, 2026
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Monthly review/August 28, 2026
I have observed an interesting negative correlation between AI stocks and SaaS companies. When one group of stocks goes down, the other moves up. That is exactly what happened in July.
Thoughts on markets, company deep dives, and portfolio reflections.
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