Deep Dives
Deep Dive – Report on the Pilgrimage to the Woodstock of Capitalism
Economy & Markets #18 - Energy Turmoil and a Weak Yen Can't Stop the U.S. AI Rally
Economy & Markets #17 - Chippers Lead the Shift from Risk Off to Risk On
Deep Dive - 5 Holding Companies Worth Buying, According to Tresor Capital
Family Holdings #17 - The first figures from Sweden
Family Holdings #16 - Alphabet Builds an AI Empire, Berkshire Avoids a Billion-Dollar Lawsuit
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Deep Dive - Thinking in Generations with Sofina at the Tresor Capital Investor Day, April 2026
On Wednesday, April 1, 2026, we were delighted to welcome no fewer than 135 business partners to our client appreciation day—yet another record. We are thrilled that so many customers made the long journey to Maastricht from Amsterdam, Bruges, or Knokke to attend this event. This time, we were not in Lanaken,
Family Holdings #14 - From Record Dividends at Asseco to the Facts Behind the Panic in the Private Credit Market
Deep Dive - Constellation Software is focusing on AI integration
A report on our one-on-one interview with CFO Jamal Baksh about the latest financial results, the company’s AI strategy, and the recent major acquisition.
Family Holdings #13 - European holding companies and the financial results of their flagship companies
Deep Dive - Meeting with Chapters' management bolsters confidence in AI resilience
An analysis of Chapters Group's financial figures and strategy following our meeting with management
Family Holdings #12 - The AI hype is free, but the bill isn't