Expert Talk: Holdings met Joren Van Aken

from Beurs en beleggen podcast De Aandeelhouder · host De AandeelHouder - Nico Inberg, Albert Jellema in gesprek met beleggingsexperts

In deze nieuwe editie van Expert Talk bespreekt Nico Inberg met holding expert Joren Van Aken de stand van zaken omtrent de West-Europese beursgenoteerde holdings. Joren komt elke drie maanden langs om inzichten op zowel marktontwikkelingen als specifieke aandelen te geven.Onder andere bedrijven als Exor, D'Ieteren, Sofina, Peugeot Investments, GBL & HAL Investments komen voorbij.Tijdslijn:00:00 - 16:25 NAV groei & korting16:25 - 29:20 Buybacks & Dilutie29:20 - 35:30 Top Picks 202635:30 - 35:31 D'Ieteren35:31 - 38:00 Exor38:00 - 40:25 Brederode40:25 - 42:20 Sofina42:20 - 46:10 GBL46:10 - 47:25 Peugeot Invest47:25 HAL Investments

Episode metadata supplied by the publisher feed · Published Feb 12, 2026

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