Family Holdings
Family Holdings #44 - Alphabet's 'small' investments are turning big
Also in this edition: Brown & Brown and Markel report results; Scottish Mortgage on AI; and Brookfield bets on the nuclear energy renaissance.
Alphabet
All articles on Alphabet from Tresor Capital News.
Family Holdings
Family Holdings #41 - Family holding companies go all in on artificial intelligence
This week was dominated by acquisitions and AI growth. Major holding companies and tech firms expanded their operations through strategic acquisitions, while Alphabet and others invested heavily in AI innovation and data centre expansion.
Family Holdings
Family Holdings #38 - The impact of AI on VMS companies, part 2
This week's topics: Does AI pose a threat to established niche software companies? We think not; their true strength lies not in technology, but in deep market knowledge and the high switching costs for their customers. This is confirmed by the CEO of Chapters Group, who emphasises that
Family Holdings
Family Holdings #37 - Half-year results D'Ieteren and the architecture of Alphabet's dominance
This week's topics: D’Ieteren took a heavy hit after disappointing half-year results: profit before tax fell by 22.7% and revenue by 2.9%, triggering a share price decline of almost 10%. Under the bonnet, however, the core business remains strong: Belron and PHE delivered solid
Family Holdings
Family Holdings #36 - Why Alphabet is winning the AI race and MBB is a bargain
This week's topics: Alphabet suffered a setback this week with a multi-billion EU fine for abusing its advertising technology, but at the same time secured a crucial victory in a US lawsuit, in which it was decided that the company does not need to be broken up.
Family Holdings
Family Holdings #34 – From good to great: the choice for Swedish top class
This week's topics: We sold our position in Indutrade earlier this year to reinvest in the superior-performing sector peers Addtech and Lifco, which score significantly better on profitability and return on invested capital. The AI revolution is manifesting itself in various ways: from the pragmatic, decentralised innovation
Family Holdings
Family Holdings #33 - Addition of a new VMS serial acquirer
This week's topics: Asseco Poland, a Polish software 'serial acquirer', offers latent potential thanks to the recent entry of Topicus.com, which together with the founder now holds a controlling stake. The implementation of the proven 'Constellation playbook' should drastically increase profitability, as previously
Family Holdings
Family Holdings #32 – Major acquisitions, insider buying and AI investments
This week's topics: Alphabet's potential investment in critical AI infrastructure company Vast Data is a direct example of its broader 'moonshot' strategy, aimed at funding the fundamental building blocks of future technology. Prosus is reallocating capital by selling its stake in competitor Meituan in