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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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About Tresor Capital
Why do we write about this?
In this newsletter we write about family holding companies, serial acquirers, the macro economy and the markets. Sharing knowledge is the best way for us to show how we think. Those who read us every week can see how closely we follow the companies and markets we cover.
Some of the companies discussed are held in client portfolios. Not every company discussed is held in portfolios, and not every position is discussed here.
Joep Dikken
Michael Gielkens
Michel Salden
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