Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
Deep Dive - AI versus VMS: investors throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) dealing the death blow to niche software. However, we believe that this fear is greatly exaggerated.
Family Holdings #5 - Holdings benefit from secular megatrends
Economy & Markets #4 - Geopolitical risk declining, or not?
Family Holdings #4 - Swedish reliability and Belgian stars
Tresor Capital featured in podcast about Chapters Group
Together with host Quinten Hafkamp and Rowan Nijboer, Tresor Capital partner and co-owner Michael Gielkens recorded a deep dive podcast this week about serial acquirer Chapters Group. Below, we share both the link and the transcript of the deep dive podcast. The podcast is in Dutch, but thanks to the transcript, it can be understood by English speakers.
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.
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Economy & Markets #3 - What will happen to the dollar? Applying for jobs again thanks to AI?
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Economy & Markets #2 - Trump plays real-life Risk
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
Deep Dive - 3 Experts, 3 Strategies for 2026
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.