Family Holding Companies
Family Holdings #4 - Swedish reliability and Belgian stars
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.
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
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
In a world where AI is becoming increasingly widely available, the structural qualities of vertical software companies are becoming more apparent. In this article, we explain why.
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