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This week, investment analyst Joep Dikken of Tresor Capital appeared as a guest on the podcast of The Dutch Investors to talk about the American serial acquirer Perimeter Solutions (New York: PRM). In this in-depth episode, host Siem te Hennepe and Joep Dikken take listeners through a thorough due
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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 by also
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Day-to-day noise dominates the stock markets, where the focus rarely extends beyond the next quarterly report. Genuine value creation, however, unfolds over decades and generations. A culture of permanence forms the foundation for this. This very theme was central to a recent, in-depth conversation on the podcast
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Partner Michael Gielkens recently appeared on Beating the Benchmark, a LinkedIn Live webinar hosted by fintech company Performativ. In a conversation with Christian Lindvall, he explained Tresor Capital's disciplined investment strategy. This strategy underpins the outperformance that the family holding company strategy has achieved relative to global benchmarks
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Anyone relying on standard financial screeners or a quick glance at traditional ratios risks making a crucial mistake: judging every company by the same yardstick. This one-size-fits-all approach is particularly misleading when analysing serial acquirers and family holding companies. These are not traditional companies but, in essence,
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This week, Tresor Capital partner and co-owner Michael Gielkens was a guest for the second time on the Jong Beleggen podcast hosted by Milou Brand and Pim Verlaan. This episode takes a deeper look at serial acquirers: companies that grow strategically by systematically acquiring other companies. Although most acquisitions
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This week, Tresor Capital partner and co-owner Michael Gielkens was a guest on the De Jong Beleggen podcast hosted by Milou Brand and Pim Verlaan. The conversation focused on the unique characteristics of family businesses, and holding companies in particular. This was part one of a two-part series;