Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
Scottish Mortgage Trust
All articles on Scottish Mortgage Trust from Tresor Capital News.
Family Holdings
Family Holdings #8 – The purchases and sales of the holding companies
Family Holdings
Family Holdings #6 – The diverging capital allocation lessons of Google and Markel
Family Holdings
Family Holdings #5 – Holding companies benefit from secular megatrends
Family Holdings
Family Holdings #4 – Swedish solidity and the Belgian stars
Family Holdings
Family Holdings #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
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 #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.
Family Holdings
Family Holdings #34 – From good to great: the choice for Swedish top class
This week's topics: We sold our position in Indutrade earlier this year to reinvest in the superior-performing sector peers Addtech and Lifco, which score significantly better on profitability and return on invested capital. The AI revolution is manifesting itself in various ways: from the pragmatic, decentralised innovation