Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
Heico
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Family Holding Companies
Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel
Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
Family Holding Companies
Family Holdings #51 - HEICO proves once again why it is a quality compounder
Family Holding Companies
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holding Companies
Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
Family Holding Companies
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.
Deep Dives
Deep Dive - Record After Record at Heico
This week, we delve deeper into the serial acquirer Heico Corporation (New York: HEI-A). The American company, active in the aftermarket for aircraft parts, has recently posted another record quarter. Net profit rose to USD 177.3 million (+30%), operating income to USD 502.1 million (+22%), and revenue