Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Terravest
All articles on Terravest 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)
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