Family Holdings
Family Holdings #32 - Brookfield and Scottish well positioned in the AI bottlenecks
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Every edition of Family Holdings, Deep Dives, Economy & Markets and Media, newest first.
Family Holdings
Family Holdings #31 - Figures versus sentiment
Deep Dives
Deep Dive: Chapters Group raises profit forecast thanks to AI applications
Over the past few weeks, several press releases have appeared from the German investment holding company Chapters Group (Frankfurt: CHG). What's more, the serial acquirer organised a Capital Markets Day (CMD) and its Annual General Meeting of Shareholders (AGM). Reason enough to take a deeper dive into the
Family Holdings
Family Holdings #30 - Recovery and growth of the fundamentals
Media
Tresor Capital Guests on Podcast About American Serial Acquirer
This week, investment analyst Joep Dikken of Tresor Capital appeared as a guest on the podcast of The Dutch Investors to talk about the American serial acquirer Perimeter Solutions (New York: PRM). In this in-depth episode, host Siem te Hennepe and Joep Dikken take listeners through a thorough due
Deep Dives
Deep Dive – Investor AB sees discount turn into premium after strong second quarter
Swedish family holding company Investor AB (Stockholm: INVE-B) published its results for the first half of 2026 this week. Net asset value grew by 9% in the second quarter to SEK 1,215 billion, or SEK 397 per share. Total return (share price plus dividend) for shareholders came in
Family Holdings
Family Holdings #29 - Buffett sees Alphabet as the winner of the AI race
Economy & Markets
Economy & Markets #29 - The Butterfly Effects on the Global Market
Deep Dives
Deep Dive – AddTech, a Serial Acquirer with Added Value
At the RedEye Serial Acquirer conference 2026 in Stockholm, Joep Dikken and Michael Gielkens spoke extensively with AddTech (Stockholm: ADDT-B) on behalf of Tresor Capital. Just as at the previous edition, Christopher Casselblad was our discussion partner; he is head of communications at AddTech and also responsible for the
Economy & Markets
Economy & Markets #28 - Leverage in Korea
Family Holdings
Family Holdings #28 - The Intertwined AI Interests of the US and China
Family Holdings
Family Holdings #27 - Who and what will be the champion of the AI race?