I am Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analyzing holdings and serial acquirers to building long-term strategies. What was once a hobby is now my job.
Deep Dives
In the world of investing, much attention is paid to balance sheets, profit and loss accounts, and macroeconomic trends. Essential, without a doubt. But one of the most critical factors for long-term success is often underemphasized: the quality and motivations of management. The term "skin in
Family Holding Companies
This week's topics: Alphabet's potential investment in the crucial AI infrastructure company Vast Data is a direct example of their broader 'moonshot' strategy, aimed at financing the fundamental building blocks of future technology. Prosus reallocates capital by selling its stake in competitor Meituan to
Deep Dives
Earlier this month, we traveled to Hamburg for the annual Capital Markets Day and shareholders meeting of Chapters Group (Frankfurt: CHG). As Tresor Capital, we consider it of utmost importance to closely monitor the companies in our portfolio. We can confidently report that this day