Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
3i Group
Family Holding Companies
Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel
Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
Deep Dives
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.
Family Holding Companies
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holding Companies
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holding Companies
Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow
Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all
Family Holding Companies
Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
Deep Dives
Deep Dive - In the Shadow of Action, 3i Group's PE Portfolio Delivers Returns
3i Group increases its stake in Action as the discounter continues to grow strongly despite headwinds in France and Germany. At the same time, the private equity portfolio demonstrates that 3i also creates consistent value outside Action through internationalization and scalable niches.
Family Holding Companies
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 euro EU fine for abusing its advertising technology, but at the same time achieved a crucial victory in a US lawsuit where it was decided that the company does not need to be split up. This resulted in a significant jump in the share price. The German investment holding company MBB