Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
Brookfield Corporation
All articles on Brookfield Corporation from Tresor Capital News.
Family Holdings
Family Holdings #13 – European holding companies and the figures of their prized assets
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 #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holdings
Family Holdings #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #48 - MBB reveals its trump card and Prosus steps out of Tencent's shadow
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.
Family Holdings
Family Holdings #42 - Investor AB rides the megatrends of AI and defence
Also in this edition: Scottish Mortgage on keeping investing simple; Brookfield increases its exposure to private credit and energy.
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 #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