Family Holdings
Family Holdings #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Constellation Software
All articles on Constellation Software from Tresor Capital News.
Family Holdings
Family Holdings #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #1 – Buffett steps down, Investor AB has beaten the market for 15 years running
Deep Dives
Deep Dive – Boring software is exactly what's worth its weight in gold: our tips for 2026
In a world where AI is becoming ever more widely available, the structural qualities of vertical software companies are coming into sharper focus. In this article, we explain why.
Family Holdings
Family Holdings #51 – HEICO once again proves why it is a quality compounder
Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
Family Holdings
Family Holdings #45 – While the world invests, Berkshire's cash gathers dust
Also in this edition: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to reach for the stars.
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.