Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
Joep Dikken
I am Joep Dikken, junior analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, performing fundamental analyses, and identifying new investment opportunities.
Deep Dives
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 Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Family Holding Companies
Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel
Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
Family Holding Companies
Family Holdings #4 - Swedish reliability and Belgian stars
Family Holding Companies
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Family Holding Companies
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
Family Holding Companies
Family Holdings #51 - HEICO proves once again why it is a quality compounder
Family Holding Companies
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holding Companies
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint