Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
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Economy & Markets #2 - Trump plays real-life Risk
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
Deep Dive - 3 Experts, 3 Strategies for 2026
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.
Deep Dive - Boring software is now worth its weight in gold: our tips for 2026
Family Holdings #51 - HEICO proves once again why it is a quality compounder
Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Economy & Markets #49 - Europe is becoming divided in terms of pace and vision
Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow
Economy & Markets
Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels
Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all
Economy & Markets
Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment
Family Holding Companies
Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
Economy & Markets
Economy & Markets #46 - Markets Seek Direction Without Data
Deep Dives
Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025
An update on our performance in a turbulent market and why now is the time to get involved.
Family Holding Companies
Family Holdings #45 - While the World Invests, Berkshire's Cash Gathers Dust
Further: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to ascend into space.
Economy & Markets
Economy & Markets #45 - Two Speeds in One Economy: Why the Fed Is Caught Between Growth and Inequality
Strong profit growth at the top masks the pressure on the middle class and SMEs, making monetary policy increasingly difficult to balance.
Family Holding Companies
Family Holdings #44 - Alphabet's 'Small' Investments Become Large
Further: Brown & Brown and Markel with figures; Scottish Mortgage on AI and Brookfield focuses on the renaissance of nuclear energy.
Economy & Markets
Economy & Markets #44 - Opportunities for a New Investment Wave in the Gulf States
Researchers at KKR cite five factors why the Middle East is the place for investors in the coming decade.
Deep Dives
Deep Dive - Asseco as the architect of the next Polish growth era
We discuss three reasons why Asseco can grow into the digital champion of Central Europe.
Family Holding Companies
Family Holdings #43 - MBB Breaks Records and Rises to New Heights
Also: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.