Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Asseco Poland
All articles on Asseco Poland from Tresor Capital News.
Deep Dives
Deep Dive – Asseco as the architect of the next Polish growth era
We discuss three reasons why Asseco could grow into the digital champion of Central Europe.
Family Holdings
Family Holdings #40 – Asseco and Topicus light up the sky in Poland
This week's topics: Topicus has received the green light to expand its stake in the Polish IT giant Asseco Poland to 24.84%, ushering in a new era focused on long-term value creation. The strategic alliance brings in the disciplined capital allocation and operational expertise of Topicus
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