Michael Gielkens was recently a guest on the podcast of The Shareholder on behalf of Tresor Capital. Together with presenter Nico Inberg they discuss the surprise of the week, the (impact of the) interest rates and the recent quarterly figures.
Naturally, there is also a lot of attention paid to family holding companies, with in particular the link between Philips and newfangled major shareholder Exor, the state of affairs at Sofina, to what extent HAL and Pershing Square are attractive holdings, and a deeper look at MBB and Investor AB.
Also discussed is what a “fair” discount would be, involving various factors. Investor AB and Prosus, among others, are discussed.
In short, plenty of topics in a smooth running conversation. The podcast lasts about an hour and can be viewed on YouTube, or listened to in your favorite podcast app.
