Inflation Misunderstood: More Than Just Rising Prices
For nearly four decades, the Netherlands enjoyed remarkable price stability. Between 1983 and 2022, inflation rarely made headlines, surpassing 3% in only four years, with a peak of 4.5% in 2002. This era of predictable prices came to an abrupt end in 2022, when inflation surged to a striking 10%, thrusting the topic back into…
Berkshire Hathaway: from GAAP to Economic Reality
In this article, I want to shed some light on the financial statements of Berkshire Hathaway. Berkshire is a company that can best be described as a diverse collection of businesses, consisting of a large insurance segment, wholly-owned subsidiaries in a variety of industries such as retail and manufacturing, partly-owned businesses in the form of…
The Investor-Manager Match: Why Compatible Capital is the Key to Long-Term Success
In the investment management industry, success isn’t just about picking the right stocks—it’s about partnering with the right investors. The importance of this relationship becomes particularly evident during market downturns, when investment philosophies are truly tested. The Critical Role of Investor Alignment When markets decline and uncertainty rises, many investors naturally feel uneasy about their…
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Roman Esseveld 