Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
Sofina
All articles on Sofina from Tresor Capital News.
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 #4 – Swedish solidity and the Belgian stars
Family Holdings
Family Holdings #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #1 – Buffett steps down, Investor AB has beaten the market for 15 years running
Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
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 #39 - Constellation Software shares its AI vision: founder Mark Leonard steps back
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
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)