Family Holdings
Family Holdings #15 – Record-breaking figures for MBB leave us wanting more
Constellation Software
All articles on Constellation Software from Tresor Capital News.
Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
Deep Dives
Deep Dive – Constellation Software gets serious about AI integration
A report on our one-on-one conversation with CFO Jamal Baksh about the recent results, the strategy around AI, and the recent major acquisition.
Family Holdings
Family Holdings #12 – The AI hype is free, the bill is not
Family Holdings
Family Holdings #10 – From poison pills in software to the AI assault on your brain
Family Holdings
Family Holdings #8 – The purchases and sales of the holding companies
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 #6 – The diverging capital allocation lessons of Google and Markel
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.
Family Holdings
Family Holdings #5 – Holding companies benefit from secular megatrends
Family Holdings
Family Holdings #4 – Swedish solidity and the Belgian stars