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The Dutch Investors
Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey.
Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
The Dutch Investors
Serial acquirers & holding companies w/ Michael Gielkens
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 apart
- Spotting quality operators (and red flags to avoid)
- Why Sweden breeds so many acquirers
- Goodwill, what it is, how it works, and how it distorts
- Assessing management quality and incentives
- Holding company discounts explained
- Michael’s favorite companies
And much more...
You can also find us on:
- X @DutchInvestors
- Substack @The Dutch Investors
- Instagram @The Dutch Investors
- 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!
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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.