Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Topicus
All articles on Topicus from Tresor Capital News.
Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
Family Holdings
Family Holdings #43 – Record results at MBB leave us wanting more
Also in this issue: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.
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 #40 – Asseco and Topicus light up the sky in Poland
This week's topics: Topicus has received the green light to expand its stake in the Polish IT giant Asseco Poland to 24.84%, ushering in a new era focused on long-term value creation. The strategic alliance brings in the disciplined capital allocation and operational expertise of Topicus
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
Deep Dives
Deep Dive – Software and AI: opportunity or threat?
The rise of artificial intelligence (AI) dominates conversations in boardrooms and on investor forums. The technological progress is undeniable, and the potential impact on various sectors is immense. For investors in the software sector, and particularly in vertical market software (VMS), this raises a crucial question: does AI pose an
Family Holdings
Family Holdings #33 - Addition of a new VMS serial acquirer
This week's topics: Asseco Poland, a Polish software 'serial acquirer', offers latent potential thanks to the recent entry of Topicus.com, which together with the founder now holds a controlling stake. The implementation of the proven 'Constellation playbook' should drastically increase profitability, as previously