Family Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Terravest
Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Family Holding Companies
Family Holdings #51 - HEICO proves once again why it is a quality compounder
Family Holding Companies
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holding Companies
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
Family Holding Companies
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.
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