Deep Dives
Deep Dive – Report on the Pilgrimage to the Woodstock of Capitalism
Deep Dives
Deep Dives
Deep Dive – Berkshire Hathaway in a New Era: Greg Abel’s First 100 Days Leading Up to the AGM
Deep Dives
Deep Dive - 5 Holding Companies Worth Buying, According to Tresor Capital
Deep Dives
Deep Dive - Thinking in Generations with Sofina at the Tresor Capital Investor Day, April 2026
On Wednesday, April 1, 2026, we were delighted to welcome no fewer than 135 business partners to our client appreciation day—yet another record. We are thrilled that so many customers made the long journey to Maastricht from Amsterdam, Bruges, or Knokke to attend this event. This time, we were not in Lanaken,
Deep Dives
Deep Dive - Constellation Software is focusing on AI integration
A report on our one-on-one interview with CFO Jamal Baksh about the latest financial results, the company’s AI strategy, and the recent major acquisition.
Deep Dives
Deep Dive - Meeting with Chapters' management bolsters confidence in AI resilience
An analysis of Chapters Group's financial figures and strategy following our meeting with management
Deep Dives
Deep Dive - Buffett's successor Greg Abel shows immediate skin in the game
Investment holding company Berkshire Hathaway is entering a new era as Warren Buffett hands over the reins to Greg Abel. Despite weak quarterly figures, the core remains intact: a strong balance sheet, strict capital allocation, and a long-term focus.
Deep Dives
Deep Dive - Software and private equity under the spell of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has led to significant price movements in a short period of time. Whereas we could previously speak of healthy caution with regard to technological disruption, we have now entered a phase of total irrationality.
Deep Dives
Deep Dive - AI versus VMS: investors throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) dealing the death blow to niche software. However, we believe that this fear is greatly exaggerated.
Deep Dives
Deep Dive - MBB Founder Nesemeier: "Aumann could surprise us this year"
This week, we spoke at length with CEO, founder, and major shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.
Deep Dives
Deep Dive - 3 Experts, 3 Strategies for 2026
Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.
Deep Dives
Deep Dive - Boring software is now worth its weight in gold: our tips for 2026
In a world where AI is becoming increasingly widely available, the structural qualities of vertical software companies are becoming more apparent. In this article, we explain why.