Family Holdings
Family Holdings #51 – HEICO once again proves why it is a quality compounder
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.
Family Holdings
Family Holdings #50 - TerraVest and SpaceX: rocketing upward
Family Holdings
Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint
Family Holdings
Family Holdings #48 - MBB reveals its trump card and Prosus steps out of Tencent's shadow
Family Holdings
Family Holdings #46 - Insider purchases point to undervaluation of family holding companies
Deep Dives
Deep Dive – Value and growth at the Tresor Capital Relatiedag (Investor Day) November 2025
An update on our performance in a turbulent market, and why now is the moment to get in.
Family Holdings
Family Holdings #45 – While the world invests, Berkshire's cash gathers dust
Also in this edition: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to reach for the stars.
Family Holdings
Family Holdings #44 - Alphabet's 'small' investments are turning big
Also in this edition: Brown & Brown and Markel report results; Scottish Mortgage on AI; and Brookfield bets on the nuclear energy renaissance.
Deep Dives
Deep Dive – Asseco as the architect of the next Polish growth era
We discuss three reasons why Asseco could grow into the digital champion of Central Europe.
Family Holdings
Family Holdings #43 – Record results at MBB leave us wanting more
Also in this issue: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.
Family Holdings
Family Holdings #42 - Investor AB rides the megatrends of AI and defence
Also in this edition: Scottish Mortgage on keeping investing simple; Brookfield increases its exposure to private credit and energy.
Family Holdings
Family Holdings #41 - Family holding companies go all in on artificial intelligence
This week was dominated by acquisitions and AI growth. Major holding companies and tech firms expanded their operations through strategic acquisitions, while Alphabet and others invested heavily in AI innovation and data centre expansion.