Deep Dives
Deep Dive – Report on the Pilgrimage to the Woodstock of Capitalism
Constellation Software
Family Holding Companies
Family Holdings #18 - Cloud Week
Family Holding Companies
Family Holdings #17 - The first figures from Sweden
Family Holding Companies
Family Holdings #16 - Alphabet Builds an AI Empire, Berkshire Avoids a Billion-Dollar Lawsuit
Family Holding Companies
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Family Holding Companies
Family Holdings #14 - From Record Dividends at Asseco to the Facts Behind the Panic in the Private Credit Market
Deep Dives
Deep Dive - Constellation Software is focusing on AI integration
A report on our one-on-one interview with CFO Jamal Baksh about the latest financial results, the company’s AI strategy, and the recent major acquisition.
Family Holding Companies
Family Holdings #12 - The AI hype is free, but the bill isn't
Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
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