All articles on KKR & Co from Tresor Capital News.
Family Holdings
This week's topics: Shares in Constellation Software came under pressure this week after founder and figurehead Mark Leonard, three days after a rare AI webinar, unexpectedly stepped down as president for health reasons. During that session, Constellation discussed the impact of AI at length: how the company implements
Family Holdings
This week's topics: Does AI pose a threat to established niche software companies? We think not; their true strength lies not in technology, but in deep market knowledge and the high switching costs for their customers. This is confirmed by the CEO of Chapters Group, who emphasises that
Family Holdings
This week's topics: Asseco Poland, a Polish software 'serial acquirer', offers latent potential thanks to the recent entry of Topicus.com, which together with the founder now holds a controlling stake. The implementation of the proven 'Constellation playbook' should drastically increase profitability, as previously