Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings
Michael Gielkens
I am Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analyzing holdings and serial acquirers to building long-term strategies. What was once a hobby is now my job.
Deep Dives
Deep Dive - Software and private equity under the spell of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has led to significant price movements in a short period of time. Whereas we could previously speak of healthy caution with regard to technological disruption, we have now entered a phase of total irrationality.
Family Holding Companies
Family Holdings #7 - Record growth meets growing concerns
Family Holding Companies
Family Holdings #6 - The divergent lessons in capital allocation from Google and Markel
Deep Dives
Deep Dive - AI versus VMS: investors throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) dealing the death blow to niche software. However, we believe that this fear is greatly exaggerated.
Family Holding Companies
Family Holdings #5 - Holdings benefit from secular megatrends
Family Holding Companies
Family Holdings #4 - Swedish reliability and Belgian stars
Media
Tresor Capital featured in podcast about Chapters Group
Together with host Quinten Hafkamp and Rowan Nijboer, Tresor Capital partner and co-owner Michael Gielkens recorded a deep dive podcast this week about serial acquirer Chapters Group. Below, we share both the link and the transcript of the deep dive podcast. The podcast is in Dutch, but thanks to the transcript, it can be understood by English speakers.
Deep Dives
Deep Dive - MBB Founder Nesemeier: "Aumann could surprise us this year"
This week, we spoke at length with CEO, founder, and major shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.
Family Holding Companies
Family Holdings #3 - Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
Family Holding Companies
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years