In the media

The rise of artificial intelligence (AI) dominates conversations in boardrooms and investor forums. The technological advances are undeniable and the potential impact on various sectors is immense. For investors in the software sector, and vertical market software (VMS) in particular, this raises a crucial question: does AI pose an existential threat to the sustainable, “sticky” business models that characterize this sector, or is it instead a catalyst for a new phase of growth?

This week, Tresor Capital partner and co-owner Michael Gielkens was a guest on Milou Brand and Pim Verlaan’s Young Investing podcast. It reflected on the unique characteristics of family businesses, and holding companies in particular. This was part one of a two-part series; the second installment will be published in two weeks, focusing on serial acquirers.

An interview with holding specialist Michael Gielkens, partner at Tresor Capital, recently appeared in issue 263 of Mister Market Magazine. We would like to share this interview with you here….

Holdings specialist Michael Gielkens lectured on behalf of Tresor Capital, “Investing in Family Holding Companies and Serial Acquirers.”

On Feb. 22, 2025, holding specialist Michael Gielkens gave an exclusive presentation on behalf of Tresor Capital at the VFB Fundamental Analysis Day. 📊 The central theme: “Beating the stock market with family holdings.”

Recently, Michael Gielkens gave a lecture on holdings. He is a friendly man with tons of experience in the stock market. Today, let’s look at Michael Gielkens’ ten holding lessons.