Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Chapters Group
All articles on Chapters Group from Tresor Capital News.
Deep Dives
Deep Dive – Constellation and Topicus: AI panic remains invisible in the numbers
The acquisition machines Constellation Software (Toronto: CSU) and Topicus.com (Toronto: TOI) recently published their results for the second quarter of 2026. Constellation elaborated on the results a day later during a conference call. Reason enough this week to dive deeper into the figures and the capital allocation of both
Family Holdings
Family Holdings #33 - What to do with cash?
Deep Dives
Deep Dive – Chapters Group raises profit forecast thanks to AI applications
Over the past few weeks, several press releases have appeared from the German investment holding company Chapters Group (Frankfurt: CHG). What's more, the serial acquirer organised a Capital Markets Day (CMD) and its Annual General Meeting of Shareholders (AGM). Reason enough to take a deeper dive into the
Family Holdings
Family Holdings #29 - Buffett sees Alphabet as the winner of the AI race
Family Holdings
Family Holdings #25 - Digital sovereignty within permanent capital
Family Holdings
Family Holdings #24 - AI, AI, AI
Deep Dives
Deep Dive – Report from the pilgrimage to the Woodstock of Capitalism
Family Holdings
Family Holdings #15 – Record-breaking figures for MBB leave us wanting more
Deep Dives
Deep Dive – Meeting with Chapters management reinforces confidence in AI resilience
An analysis of the figures and strategy of Chapters Group following our conversation with management
Family Holdings
Family Holdings #7 – Record growth meets rising concerns
Deep Dives
Deep Dive – AI versus VMS: investors are throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) supposedly delivering the death blow to niche software. We believe, however, that this fear is grossly exaggerated.