Family Holdings
Family Holdings #39 – Cost price revolution: the opportunities and the impact
Constellation Software
All articles on Constellation Software from Tresor Capital News.
Family Holdings
Family Holdings #38 – Brookfield's new targets
Deep Dives
Deep Dive – Topicus changes CEO, not approach
The investment holding company Topicus.com (Toronto: TOI) will get a new CEO as of 1 October. Robin van Poelje is stepping down for personal reasons and will remain chairman of the supervisory board. Ramon Zanders, currently CEO of subsidiary TSS Blue, will succeed him. We spoke this week with
Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Family Holdings
Family Holdings #36 – Private funds do the work at Sofina
Family Holdings
Family Holdings #35 – "Profit is an opinion, cash flow is a fact"
Family Holdings
Family Holdings #34 – Holding company benefits from a historic medical breakthrough
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 #32 - Brookfield and Scottish well positioned in the AI bottlenecks
Family Holdings
Family Holdings #31 - Figures versus sentiment
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