Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
KKR & Co
All articles on KKR & Co from Tresor Capital News.
Family Holdings
Family Holdings #13 – European holding companies and the figures of their prized assets
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 #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #48 - MBB reveals its trump card and Prosus steps out of Tencent's shadow
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
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 #40 – Asseco and Topicus light up the sky in Poland
This week's topics: Topicus has received the green light to expand its stake in the Polish IT giant Asseco Poland to 24.84%, ushering in a new era focused on long-term value creation. The strategic alliance brings in the disciplined capital allocation and operational expertise of Topicus