I'm Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analysing holding companies and serial acquirers to building long-term strategies. What was once a hobby is now my job.
Deep Dives
At the RedEye Serial Acquirer conference 2026 in Stockholm, Joep Dikken and Michael Gielkens spoke extensively with AddTech (Stockholm: ADDT-B) on behalf of Tresor Capital. Just as at the previous edition, Christopher Casselblad was our discussion partner; he is head of communications at AddTech and also responsible for the
Family Holdings
Family Holdings
Family Holdings
Family Holdings
Family Holdings
Deep Dives
During our trip to Stockholm, analyst Joep Dikken and the undersigned visited the head office of Investor AB (Stockholm: INVE-B). In addition, the Swedish family holding company held its annual general meeting on 7 May 2026 at the China Theatre in Stockholm. In this deep dive, we combine our
Deep Dives
The investment holding companies Constellation Software (Toronto: CSU) and Topicus.com (Toronto: TOI) published their first-quarter results earlier this month. Another highlight was the shareholders' meeting of both companies, whose question-and-answer session lasted no less than four hours. More than enough reason to devote this week&
Family Holdings
Family Holdings
Deep Dives
The investment holding company Brookfield Corporation (New York: BN) presented its first-quarter 2026 results last week, followed by an extensive conference call and a notably strategic shareholder letter from CEO Bruce Flatt. Flatt also recently spoke at the Milken Institute Global Conference.
Deep Dives