Family Holdings
Family Holdings #16 - Alphabet builds AI empire, Berkshire escapes multi-billion claim
Alphabet
All articles on Alphabet from Tresor Capital News.
Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
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 #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holdings
Family Holdings #1 – Buffett steps down, Investor AB has beaten the market for 15 years running
Family Holdings
Family Holdings #51 – HEICO once again proves why it is a quality compounder
Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holdings
Family Holdings #48 - MBB reveals its trump card and Prosus steps out of Tencent's shadow
Family Holdings
Family Holdings #45 – While the world invests, Berkshire's cash gathers dust
Also in this edition: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to reach for the stars.