S1E174 - Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries

Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation

Find me on Substack: https://bogumilbaranowski.substack.com/

Michael Gielkens is a partner and co-founder of Tresor Capital, a Netherlands-based independent investment boutique specializing in actively managing wealth through family holding companies and serial acquirers, with deep expertise in capital allocation and owner-operator alignment.

EPISODE NOTES

3:00 - Discussion of Omaha Berkshire meeting as unique phenomenon bringing global investors together; Michael’s Dutch-American background and financial upbringing with CFO father teaching value of money

6:00 - Netherlands as birthplace of...