Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Markel Group
All articles on Markel Group from Tresor Capital News.
Family Holdings
Family Holdings #31 - Figures versus sentiment
Family Holdings
Family holdings #21 - Joep visits Scottish Mortgage, Abel puts his own stamp on Berkshire
Deep Dives
Deep Dive – Report from the pilgrimage to the Woodstock of Capitalism
Family Holdings
Family Holdings #18 - The week of the cloud
Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
Family Holdings
Family Holdings #6 – The diverging capital allocation lessons of Google and Markel
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 #35 - Exceptional leadership and MBB's strength in energy & cybersecurity
This week's topics: The quality of management is a crucial but difficult-to-measure factor for long-term value creation, which can be assessed through indirect signals such as communication and capital allocation. The openness of Ryan Rockafellow (TerraVest) and the no-nonsense approach of Tom Gayner (Markel)
Family Holdings
Family Holdings #32 – Major acquisitions, insider buying and AI investments
This week's topics: Alphabet's potential investment in critical AI infrastructure company Vast Data is a direct example of its broader 'moonshot' strategy, aimed at funding the fundamental building blocks of future technology. Prosus is reallocating capital by selling its stake in competitor Meituan in