Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
D'Ieteren
Family Holding Companies
Family Holdings #4 - Swedish reliability and Belgian stars
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 #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
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 #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.