Family Holdings
Family Holdings #41 - MBB: "We're always a man short"
Joep Dikken
I'm Joep Dikken, investment analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, carrying out fundamental analysis and identifying new investment opportunities.
Family Holdings
Family Holdings #40 - Intertwined interests in the AI race
Family Holdings
Family Holdings #39 – Cost price revolution: the opportunities and the impact
Family Holdings
Family Holdings #38 – Brookfield's new targets
Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Family Holdings
Family Holdings #36 – Private funds do the work at Sofina
Family Holdings
Family Holdings #35 – "Profit is an opinion, cash flow is a fact"
Family Holdings
Family Holdings #34 – Holding company benefits from a historic medical breakthrough
Family Holdings
Family Holdings #33 - What to do with cash?
Family Holdings
Family Holdings #32 - Brookfield and Scottish well positioned in the AI bottlenecks
Family Holdings
Family Holdings #31 - Figures versus sentiment
Family Holdings
Family Holdings #30 - Recovery and growth of the fundamentals