Family Holding Companies
Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all
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 #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.
Family Holding Companies
Family Holdings #43 - MBB Breaks Records and Rises to New Heights
Also: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.
Family Holding Companies
Family Holdings #42 - Investor AB Capitalizes on Megatrends AI and Defense
Further: Scottish Mortgage on simple investing; Brookfield increases exposure to private credit and energy.
Media
Tresor Capital Guest on Beating the Benchmark
Partner Michael Gielkens was recently a guest on Beating the Benchmark, a LinkedIn Live webinar by fintech company Performativ. During a conversation with Christian Lindvall, Tresor Capital's disciplined investment strategy was explained. This strategy underlies the outperformance that the family holding strategy has achieved since 2017 compared to
Family Holding Companies
Family Holdings #41 - Family Holding Companies Go All-In on Artificial Intelligence
The week was marked by acquisitions and AI growth. Major holdings and tech companies expanded their operations through strategic acquisitions, while Alphabet and others invested heavily in AI innovation and data center expansion.
Deep Dives
Deep Dive - In the Shadow of Action, 3i Group's PE Portfolio Delivers Returns
Last week, the British investment holding company 3i Group (London: III) presented its annual update during the Capital Markets Seminar. This event is essentially an overview of the group's private equity portfolio, because you could almost forget that 3i owns numerous other investments besides Action. Yet
Family Holding Companies
Family Holdings #40 - Asseco and Topicus create fireworks in Poland
This week's topics: Topicus has received the green light to increase its stake in the Polish IT giant Asseco Poland to 24.84%, ushering in a new era focused on long-term value creation. The strategic alliance introduces the disciplined capital allocation and operational expertise of Topicus and its parent company Constellation.