Family Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Addtech AB
Family Holding Companies
Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel
Family Holding Companies
Family Holdings #51 - HEICO proves once again why it is a quality compounder
Family Holding Companies
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
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.
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.
Family Holding Companies
Family Holdings #39 - Constellation Software Shares AI Vision: Founder Mark Leonard Steps Down
This week's topics: The share of Constellation Software came under pressure this week after founder and figurehead Mark Leonard unexpectedly stepped down as president for health reasons, three days after a rare AI webinar. During that session, Constellation extensively discussed the impact of AI: how the company pragmatically implements applications, what efficiency gains
Family Holding Companies
Family Holdings #37 - Half-year figures D'Ieteren and the architecture of Alphabet's dominance
This week's topics: D'Ieteren took a hit after disappointing half-year figures: profit before taxes fell by 22.7% and revenue by 2.9%, leading to a share price drop of almost 10%. However, the core remains strong under the hood: Belron and PHE are delivering solid growth.
Family Holding Companies
Family holdings #34 - From good to excellent: the choice for Swedish excellence
This week's topics: We sold the 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 manifests itself in various ways: from the pragmatic, decentralized innovation at