Family Holding Companies
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Joep Dikken
My name is Joep Dikken, and I am an investment analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, conducting fundamental analyses, and identifying new investment opportunities.
Family Holding Companies
Family Holdings #14 - From Record Dividends at Asseco to the Facts Behind the Panic in the Private Credit Market
Family Holding Companies
Family Holdings #13 - European holding companies and the financial results of their flagship companies
Family Holding Companies
Family Holdings #12 - The AI hype is free, but the bill isn't
Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
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