Tresor Capital featured in podcast about Chapters Group
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 sharing the written transcript as well, we hope to also be of service to our international readers.
Rowan Nijboer Investing
For those who want to learn how to invest, evaluate, access more similar deep dives, or be part of a community of like-minded investors, we highly recommend Rowan Nijboer's website. Through his membership, Rowan offers full access to his portfolio and shares monthly analyses of quality companies. It is an interesting resource for anyone who is seriously interested in long-term fundamental investing and would like to follow his research process.
Deep Dive Chapters Group
In the extensive 2:13-hour conversation, we discussed the background, the market and competitive advantage, capital allocation, valuation, opportunities, and risks. For those interested in serial acquirers and vertical market software in general, and Chapters Group in particular, this podcast is definitely worth listening to. Listen to it now via the link below.
Transcript of the podcast (generated by AI)
Due to the length of the transcript, we have made the conversation available as a PDF. The documents below contain the full transcript: in Dutch, as well as an English version so that our international readers can also follow along.
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