Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all
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Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
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Family Holdings #45 - While the World Invests, Berkshire's Cash Gathers Dust
Further: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to ascend into space.
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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.
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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.
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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.
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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.
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Family Holdings #40 - Asseco and Topicus create fireworks in Poland
This week's topics: Topicus has received the green light to increase its stake in the Polish IT giant Asseco Poland to 24.84%, ushering in a new era focused on long-term value creation. The strategic alliance introduces the disciplined capital allocation and operational expertise of Topicus and its parent company Constellation.
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Family Holdings #39 - Constellation Software Shares AI Vision: Founder Mark Leonard Steps Down
This week's topics: The share of Constellation Software came under pressure this week after founder and figurehead Mark Leonard unexpectedly stepped down as president for health reasons, three days after a rare AI webinar. During that session, Constellation extensively discussed the impact of AI: how the company pragmatically implements applications, what efficiency gains
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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
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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.
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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