Family Holding Companies
Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software
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.
Family Holding Companies
Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years
Deep Dives
Deep Dive - 3 Experts, 3 Strategies for 2026
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.
Deep Dives
Deep Dive - Boring software is now worth its weight in gold: our tips for 2026
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.