Family Holdings
Family Holdings #16 - Alphabet builds AI empire, Berkshire escapes multi-billion claim
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 #15 – Record-breaking figures for MBB leave us wanting more
Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
Family Holdings
Family Holdings #13 – European holding companies and the figures of their prized assets
Family Holdings
Family Holdings #12 – The AI hype is free, the bill is not
Family Holdings
Family Holdings #10 – From poison pills in software to the AI assault on your brain
Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
Family Holdings
Family Holdings #8 – The purchases and sales of the holding companies
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
Family Holdings
Family Holdings #5 – Holding companies benefit from secular megatrends