Deep Dives
Deep Dive – Berkshire Hathaway in a new era: 100 days of Greg Abel ahead of the AGM
Michael Gielkens
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
Deep Dive - 5 buy-rated holding companies according to Tresor Capital
Family Holdings
Family Holdings #17 - The first figures from Sweden
Family Holdings
Family Holdings #16 - Alphabet builds AI empire, Berkshire escapes multi-billion claim
Family Holdings
Family Holdings #15 – Record-breaking figures for MBB leave us wanting more
Deep Dives
Deep Dive – Thinking in generations with Sofina at Tresor Capital Relationship Day, April 2026
On Wednesday 1 April 2026, we had the pleasure of welcoming no fewer than 135 relations at our relations day, once again a record. We are delighted that so many clients made the long journey to Maastricht, from Amsterdam, Bruges or Knokke, to attend this day. This time we were
Deep Dives
Deep Dive – Constellation Software gets serious about AI integration
A report on our one-on-one conversation with CFO Jamal Baksh about the recent results, the strategy around AI, and the recent major acquisition.
Deep Dives
Deep Dive – Meeting with Chapters management reinforces confidence in AI resilience
An analysis of the figures and strategy of Chapters Group following our conversation with management
Deep Dives
Deep Dive – Buffett successor Greg Abel immediately shows skin in the game
Investment holding company Berkshire Hathaway is entering a new era now that Warren Buffett is handing over the reins to Greg Abel. Despite weak quarterly results, the core remains intact: a strong balance sheet, strict capital allocation and a long-term focus.
Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
Family Holdings
Family Holdings #8 – The purchases and sales of the holding companies
Deep Dives
Deep Dive – Software and Private Equity in the Grip of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has, in a short period of time, led to substantial share price movements. Where previously we could speak of healthy caution towards technological disruption, we have now arrived at a phase of total irrationality.