Family Holdings
Family Holdings #8 - The purchases and sales of the holding companies
All articles
Every edition of Family Holdings, Deep Dives, Economy & Markets and Media, newest first.
Deep Dives
Deep Dive: Software and Private Equity in the Grip of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has, in a short period of time, led to substantial share price movements. Where previously we could speak of healthy caution towards technological disruption, we have now arrived at a phase of total irrationality.
Family Holdings
Family Holdings #7 - Record Growth Meets Rising Concerns
Family Holdings
Family Holdings #6 - The diverging capital allocation lessons of Google and Markel
Deep Dives
Deep Dive: AI versus VMS - Investors are throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) supposedly delivering the death blow to niche software. We believe, however, that this fear is grossly exaggerated.
Family Holdings
Family Holdings #5 - Holding companies benefit from secular megatrends
Economy & Markets
Economy & Markets #4 - Geopolitical risk falling, or is it not?
Family Holdings
Family Holdings #4 - Swedish solidity and the Belgian stars
Media
Tresor Capital guest on podcast about Chapters Group
Together with host Quinten Hafkamp and Rowan Nijboer, Tresor Capital partner and co-owner Michael Gielkens recorded a deep dive podcast this week about serial acquirer Chapters Group. Below we share both the link and the transcript of the deep dive podcast. The podcast is in Dutch, but by also
Deep Dives
Deep Dive - MBB Founder Nesemeier: "Aumann could surprise this year"
This week we spoke extensively with CEO, founder and majority shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.
Family Holdings
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Economy & Markets
Economy & Markets #3 - What will the dollar do? Applying for jobs again thanks to AI?