Deep Dives
Deep Dive – Report on the Pilgrimage to the Woodstock of Capitalism
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 – Berkshire Hathaway in a New Era: Greg Abel’s First 100 Days Leading Up to the AGM
Deep Dives
Deep Dive - 5 Holding Companies Worth Buying, According to Tresor Capital
Family Holding Companies
Family Holdings #17 - The first figures from Sweden
Family Holding Companies
Family Holdings #16 - Alphabet Builds an AI Empire, Berkshire Avoids a Billion-Dollar Lawsuit
Family Holding Companies
Family Holdings #15 - MBB's Record Figures Leave Us Wanting More
Deep Dives
Deep Dive - Thinking in Generations with Sofina at the Tresor Capital Investor Day, April 2026
On Wednesday, April 1, 2026, we were delighted to welcome no fewer than 135 business partners to our client appreciation day—yet another record. We are thrilled that so many customers made the long journey to Maastricht from Amsterdam, Bruges, or Knokke to attend this event. This time, we were not in Lanaken,
Deep Dives
Deep Dive - Constellation Software is focusing on AI integration
A report on our one-on-one interview with CFO Jamal Baksh about the latest financial results, the company’s AI strategy, and the recent major acquisition.
Deep Dives
Deep Dive - Meeting with Chapters' management bolsters confidence in AI resilience
An analysis of Chapters Group's financial figures and strategy following our meeting with management
Deep Dives
Deep Dive - Buffett's successor Greg Abel shows immediate skin in the game
Investment holding company Berkshire Hathaway is entering a new era as Warren Buffett hands over the reins to Greg Abel. Despite weak quarterly figures, the core remains intact: a strong balance sheet, strict capital allocation, and a long-term focus.
Family Holding Companies
Family Holdings #9 - Navigating a nervous market with a long-term focus
Family Holding Companies
Family Holdings #8 - The purchases and sales of the holdings