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News and analysis on family holding companies and serial acquirers, in-depth company profiles and our view on the macro economy and markets. The newsletter for the long-term investor.

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Tresor Capital News 9 Oct Deep Dive – How interest rates and a narrow stock market are widening the discount on holding companies In September, the bond market set the tone on the stock markets. The United States delivered strong figures, Tresor Capital News 9 Oct Family Holdings #41 - MBB: "We're always a man short" Tresor Capital News 9 Oct Economy & Markets #41 - Will the midterms put the brakes on the AI race?

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Family Holdings News and analysis on the family holding companies and serial acquirers we follow. Deep Dives In-depth analyses of a single company or theme, based on our own research and contact with management. Economy & Markets The trends and events that move financial markets and what they mean for investors.

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About Tresor Capital

Why we write this newsletter

We don't advertise and we don't do active marketing. Investors and clients get to know us through this newsletter and our media appearances. Sharing what we know is the best way to show how we think, and how closely we follow the companies and markets we cover.

Every day we keep a close eye on our investment universe, analysing acquisitions, results, management changes and market developments. In this newsletter we share what we learn along the way.

The newsletter shows how we look at companies, not what we do in our portfolios. We don't write about our transactions or the size of our positions, and many of the companies we follow never appear here. Family holding companies are also just one of our building blocks: in our portfolios we combine them with complementary strategies and products.

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