Family Holdings
Family Holdings #4 – Swedish solidity and the Belgian stars
Joep Dikken
I'm Joep Dikken, investment analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, carrying out fundamental analysis and identifying new investment opportunities.
Family Holdings
Family Holdings #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holdings
Family Holdings #2 – Headlines vs. fundamentals: private equity & software
Family Holdings
Family Holdings #1 – Buffett steps down, Investor AB has beaten the market for 15 years running
Family Holdings
Family Holdings #51 – HEICO once again proves why it is a quality compounder
Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holdings
Family Holdings #48 - MBB reveals its trump card and Prosus steps out of Tencent's shadow
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
Deep Dives
Deep Dive – Value and growth at the Tresor Capital Relatiedag (Investor Day) November 2025
An update on our performance in a turbulent market, and why now is the moment to get in.
Family Holdings
Family Holdings #45 – While the world invests, Berkshire's cash gathers dust
Also in this edition: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to reach for the stars.
Family Holdings
Family Holdings #44 - Alphabet's 'small' investments are turning big
Also in this edition: Brown & Brown and Markel report results; Scottish Mortgage on AI; and Brookfield bets on the nuclear energy renaissance.