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.
Media
This week, Tresor Capital partner and co-owner Michael Gielkens was a guest on the Jong Beleggen podcast by Milou Brand and Pim Verlaan. They discussed the unique characteristics of family businesses, and holding companies in particular. This was part one of a two-part series; the second will be in two weeks.
Family Holding Companies
This week's topics: Alphabet's potential investment in the crucial AI infrastructure company Vast Data is a direct example of their broader 'moonshot' strategy, aimed at financing the fundamental building blocks of future technology. Prosus reallocates capital by selling its stake in competitor Meituan to