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Family holding companies and the markets.
From the latest news and developments in global markets to deep dives with insights from our conversations with management.
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- Economy & Markets · 2 Oct Economy & Markets #40 - Is the Netherlands heading down the French road?
- Family Holdings · 25 Sep Family Holdings #39 – Cost price revolution: the opportunities and the impact
- Family Holdings · 18 Sep Family Holdings #38 – Brookfield's new targets
- Economy & Markets · 18 Sep Economy & Markets #38 – Oil crisis and AI concerns hit the market, while the Fed raises rates
Log in to read the deep dives as well.
Family Holdings
Family Holdings #40 - Intertwined interests in the AI race
Family Holdings
Family Holdings #40 - Intertwined interests in the AI race
Economy & Markets
Economy & Markets #40 - Is the Netherlands heading down the French road?
Family Holdings
Family Holdings #39 – Cost price revolution: the opportunities and the impact
Family Holdings
Family Holdings #38 – Brookfield's new targets
Economy & Markets
Economy & Markets #38 – Oil crisis and AI concerns hit the market, while the Fed raises rates
Deep Dives
Deep Dive – Topicus changes CEO, not approach
Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Economy & Markets
Economy & Markets #36 – Rising interest rates weigh on sentiment
Family Holdings
Family Holdings #36 – Private funds do the work at Sofina
Family Holdings
Family Holdings #40 - Intertwined interests in the AI race
Family Holdings
Family Holdings #39 – Cost price revolution: the opportunities and the impact
Family Holdings
Family Holdings #38 – Brookfield's new targets
Family Holdings
Family Holdings #37 – From stock market plans for Belron to Berkshire's AI ambitions
Family Holdings
Family Holdings #36 – Private funds do the work at Sofina
Family Holdings
Family Holdings #35 – "Profit is an opinion, cash flow is a fact"
Family Holdings
Family Holdings #34 – Holding company benefits from a historic medical breakthrough
Family Holdings
Family Holdings #33 - What to do with cash?
Family Holdings
Family Holdings #32 - Brookfield and Scottish well positioned in the AI bottlenecks
Free with sign-up · 11 min
Deep Dive – Topicus changes CEO, not approach
Free with sign-up · 13 min
Deep Dive – Constellation and Topicus: AI panic remains invisible in the numbers
Free with sign-up · 15 min
Deep Dive – Chapters Group raises profit forecast thanks to AI applications
Free with sign-up · 12 min
Deep Dive – Investor AB sees discount turn into premium after strong second quarter
Free with sign-up · 13 min
Deep Dive – AddTech, a serial acquirer with added value
Free with sign-up · 12 min
Deep Dive – At the table with KKR: A 'K-Shaped Everything'
Free with sign-up · 19 min
Deep Dive – Investor AB stays the course under the Wallenberg empire in turbulent times
Free with sign-up · 18 min
Deep Dive – Constellation CEO Mark Miller sets the tone with skin in the game
Free with sign-up · 13 min
Deep Dive – Brookfield CEO Bruce Flatt looks through the macro fog and deploys his permanent capital as a weapon
Economy & Markets
Economy & Markets #40 - Is the Netherlands heading down the French road?
Economy & Markets
Economy & Markets #38 – Oil crisis and AI concerns hit the market, while the Fed raises rates
Economy & Markets
Economy & Markets #36 – Rising interest rates weigh on sentiment
Economy & Markets
Economy & Markets #31 – Technology markets seek new equilibrium after major sell-off
Economy & Markets
Economy & Markets #29 - The butterfly effects on the global market
Economy & Markets
Economy & Markets #28 - Leverage in Korea
Economy & Markets
Economy & Markets #26 - OpenAI IPO delay and mass layoffs at VW
Economy & Markets
Economy & Markets #24 - From Van Veldhoven to Mars
Economy & Markets
Economy & Markets #23 - The north converges towards the south
About Tresor Capital
Why we write this newsletter
We don't advertise and we don't do active marketing. Investors and clients get to know us through this newsletter and our media appearances. Sharing what we know is the best way to show how we think, and how closely we follow the companies and markets we cover.
Every day we keep a close eye on our investment universe, analysing acquisitions, results, management changes and market developments. In this newsletter we share what we learn along the way.
The newsletter shows how we look at companies, not what we do in our portfolios. We don't write about our transactions or the size of our positions, and many of the companies we follow never appear here. Family holding companies are also just one of our building blocks: in our portfolios we combine them with complementary strategies and products.
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Joep Dikken
Michael Gielkens
Michel Salden