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All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson Chayada Hirunburana David Rindegren Henrik Hviid Jakob Greisen Josefine H. Sørensen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Ulf Arvidsson
15 July 2026

Market breadth and technology leadership

Contrary to popular belief, what an active, fundamentally driven equity investor longs for most is not strong equity markets, but markets with breadth.

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21 December 2021

The transition to the cloud – A midlife checkup

In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.

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