Deep Dives
Deep Dive - 5 buy-rated holding companies according to Tresor Capital
Topicus
All articles on Topicus from Tresor Capital News.
Family Holdings
Family Holdings #15 – Record-breaking figures for MBB leave us wanting more
Family Holdings
Family Holdings #14 – From record dividends at Asseco to the facts behind the panic in the private credit market
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.
Family Holdings
Family Holdings #10 – From poison pills in software to the AI assault on your brain
Family Holdings
Family Holdings #9 – Navigating a nervous market with a long-term focus
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.
Deep Dives
Deep Dive – AI versus VMS: investors are throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) supposedly delivering the death blow to niche software. We believe, however, that this fear is grossly exaggerated.
Family Holdings
Family Holdings #4 – Swedish solidity and the Belgian stars
Family Holdings
Family Holdings #3 – Distribution and infrastructure determine the AI battle at Alphabet and Brookfield
Deep Dives
Deep Dive – 3 experts, 3 strategies for 2026
Three experienced investors share their views on AI, quality and valuation and offer guidance on positioning for 2026.
Deep Dives
Deep Dive – Boring software is exactly what's worth its weight in gold: our tips for 2026
In a world where AI is becoming ever more widely available, the structural qualities of vertical software companies are coming into sharper focus. In this article, we explain why.