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#54 | Serial acquirers & holding companies w/ Michael Gielkens
Episode 54
Published 8 months, 1 week ago
Description
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...
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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.