Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
Brown & Brown
Family Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
Family Holding Companies
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
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 #51 - HEICO proves once again why it is a quality compounder
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 #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 #42 - Investor AB Capitalizes on Megatrends AI and Defense
Further: Scottish Mortgage on simple investing; Brookfield increases exposure to private credit and energy.
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 #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