MBB SE

All articles on MBB SE from Tresor Capital News.

Family Holdings

Family Holdings #36 - Why Alphabet is winning the AI race and MBB is a bargain

This week's topics: Alphabet suffered a setback this week with a multi-billion EU fine for abusing its advertising technology, but at the same time secured a crucial victory in a US lawsuit, in which it was decided that the company does not need to be broken up.

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)