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.
Alphabet
Family Holding Companies
Family Holdings #41 - Family Holding Companies Go All-In on Artificial Intelligence
The week was marked by acquisitions and AI growth. Major holdings and tech companies expanded their operations through strategic acquisitions, while Alphabet and others invested heavily in AI innovation and data center expansion.
Family Holding Companies
Family Holdings #38 - The impact of AI on VMS companies, part 2
This week's topics: Does AI pose a threat to established niche software companies? We don't think so; their true strength lies not in technology, but in deep market knowledge and the high switching costs for their customers. This is confirmed by the CEO of Chapters Group, who emphasizes that the complex migration process, and
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 #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
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
Family Holding Companies
Family Holdings #33 - Addition of new VMS serial acquirer
This week's topics: Asseco Poland, a Polish software 'serial acquirer', offers latent potential through the recent entry of Topicus.com, which now has a controlling interest together with the founder. The implementation of the proven 'Constellation playbook' should drastically increase profitability, as successfully
Family Holding Companies
Family Holdings #32 - Major acquisitions, insider purchases and AI investments
This week's topics: Alphabet's potential investment in the crucial AI infrastructure company Vast Data is a direct example of their broader 'moonshot' strategy, aimed at financing the fundamental building blocks of future technology. Prosus reallocates capital by selling its stake in competitor Meituan to