Tresor Capital guest on 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 also sharing the written-out transcript, we hope to be of service to our international readers as well.
Rowan Nijboer Investing
For anyone who wants to learn about investing, valuation, gain access to more deep dives like this one, or become part of a community of like-minded investors, we can warmly recommend the website of Rowan Nijboer. Through his membership, Rowan offers full insight into his portfolio and shares monthly analyses of quality companies. It is an interesting resource for anyone who is serious about fundamental long-term investing and would like to follow along with 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 anyone interested in serial acquirers and vertical market software in general, and in Chapters Group in particular, this podcast is certainly worth listening to. Listen to it 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 the conversation.
Receive weekly insights in your inbox
Exclusive analyses and updates on family holding companies and global market developments.
Would you like more information about our services?
Get in touch
Disclaimer:
No rights can be derived from this publication. This is a publication of Tresor Capital. Reproduction of this document, or parts thereof, by third parties is only permitted after written permission and with reference to the source, Tresor Capital.
This publication has been compiled by Tresor Capital with the greatest possible care. The information is intended in a general sense and is not tailored to your individual situation. The information should therefore explicitly not be regarded as advice, an offer or a proposal to purchase or trade investment products and/or to make use of investment services, nor as investment advice. The authors, Tresor Capital and/or its employees may hold positions in the securities discussed, for their own account or for their clients.
You should carefully consider the risks before you start investing. The value of your investments may fluctuate. Past performance offers no guarantee for the future. You may lose (part of) your invested capital. Tresor Capital disclaims any form of liability for any inaccuracies or errors. This information is indicative only and subject to change.
Read the full disclaimer at tresorcapitalnieuws.nl/disclaimer .
This article was translated automatically from Dutch using AI. In case of any difference, the Dutch original prevails. Read the original in Dutch.
