Family Holdings #13 - European holding companies and the financial results of their flagship companies

Deep Dive - Meeting with Chapters' management bolsters confidence in AI resilience

An analysis of Chapters Group's financial figures and strategy following our meeting with management

Family Holdings #12 - The AI hype is free, but the bill isn't

Deep Dive - Buffett's successor Greg Abel shows immediate skin in the game

Investment holding company Berkshire Hathaway is entering a new era as Warren Buffett hands over the reins to Greg Abel. Despite weak quarterly figures, the core remains intact: a strong balance sheet, strict capital allocation, and a long-term focus.

Family Holdings #10 - From toxic pills in software to the AI attack on your brain

Family Holdings #9 - Navigating a nervous market with a long-term focus

Family Holdings #8 - The purchases and sales of the holdings

Deep Dive - Software and private equity under the spell of Artificial Intelligence

The narrative that AI will fundamentally disrupt existing business models has led to significant price movements in a short period of time. Whereas we could previously speak of healthy caution with regard to technological disruption, we have now entered a phase of total irrationality.

Family Holdings #7 - Record growth meets growing concerns

Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel

Deep Dive - AI versus VMS: investors throwing the baby out with the bathwater

The market seems to have already passed its verdict, with artificial intelligence (AI) dealing the death blow to niche software. However, we believe that this fear is greatly exaggerated.

Family Holdings #5 - Holdings benefit from secular megatrends