Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Joep Dikken
I am Joep Dikken, junior analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, performing fundamental analyses, and identifying new investment opportunities.
Family Holding Companies
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
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 #49 - Asseco takes the first steps of the Topicus blueprint
Family Holding Companies
Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow
Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all
Family Holding Companies
Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
Deep Dives
Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025
An update on our performance in a turbulent market and why now is the time to get involved.
Family Holding Companies
Family Holdings #45 - While the World Invests, Berkshire's Cash Gathers Dust
Further: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to ascend into space.
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.
Deep Dives
Deep Dive - Asseco as the architect of the next Polish growth era
We discuss three reasons why Asseco can grow into the digital champion of Central Europe.