Family Holding Companies
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Brookfield Corporation
Family Holding Companies
Family Holdings #14 - From Record Dividends at Asseco to the Facts Behind the Panic in the Private Credit Market
Family Holding Companies
Family Holdings #13 - European holding companies and the financial results of their flagship companies
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Deep Dives
Deep Dive - Software and private equity under the spell of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has led to significant price movements in a short period of time. Whereas we could previously speak of healthy caution with regard to technological disruption, we have now entered a phase of total irrationality.
Family Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Family Holding Companies
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
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 #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.
Family Holding Companies
Family Holdings #42 - Investor AB Capitalizes on Megatrends AI and Defense
Further: Scottish Mortgage on simple investing; Brookfield increases exposure to private credit and energy.