We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies.Some of the topics we cover in this episode:What sets serial acquirers and holding companies apartSpotting quality operators (and red flags to avoid)Why Sweden breeds so many acquirersGoodwill, what it is, how it works, and how it distortsAssessing management quality and incentivesHolding company discounts explainedMichael’s favorite companiesAnd much more... You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer:Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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