Family Holdings
Family Holdings #8 – The purchases and sales of the holding companies
Brown & Brown
All articles on Brown & Brown from Tresor Capital News.
Family Holdings
Family Holdings #7 – Record growth meets rising concerns
Family Holdings
Family Holdings #5 – Holding companies benefit from secular megatrends
Family Holdings
Family Holdings #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Deep Dives
Deep Dive – 3 experts, 3 strategies for 2026
Three experienced investors share their views on AI, quality and valuation and offer guidance on positioning for 2026.
Family Holdings
Family Holdings #51 – HEICO once again proves why it is a quality compounder
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 #43 – Record results at MBB leave us wanting more
Also in this issue: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.
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 #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