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Family Holdings #4 - Swedish reliability and Belgian stars
MBB SE
Deep Dives
Deep Dive - MBB Founder Nesemeier: "Aumann could surprise us this year"
This week, we spoke at length with CEO, founder, and major shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.
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Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
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Family Holdings #50 - TerraVest and SpaceX: rocketing upward
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Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow
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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 #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
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Family Holdings #35 - Exceptional leadership and MBB's strength in energy & cybersecurity
This week's topics: The quality of management is a crucial but difficult-to-measure factor for long-term value creation, which can be assessed through indirect signals such as communication and capital allocation. The openness of Ryan Rockafellow (TerraVest) and the no-nonsense approach of Tom Gayner (Markel) are considered prime examples.