Family Holding Companies
Family Holdings #10 - From toxic pills in software to the AI attack on your brain
Scottish Mortgage Trust
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
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 #4 - Swedish reliability and Belgian stars
Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Family Holding Companies
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holding Companies
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.
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 #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.
Family Holding Companies
Family holdings #34 - From good to excellent: the choice for Swedish excellence
This week's topics: We sold the position in Indutrade earlier this year to reinvest in the superior performing sector peers Addtech and Lifco, which score significantly better on profitability and return on invested capital. The AI revolution manifests itself in various ways: from the pragmatic, decentralized innovation at