
Joep Dikken
Analyst at Tresor Capital who researches family investment holdings and serial acquirers; presents investment pitches and company deep-dives including TransMedics, Brookfield, and Prosus.
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Mar 7, 2026 • 48min
#83 | Discover 4 Quality Stocks w/ Joep Dikken from Tresor Capital
Joep Dikken, analyst at Tresor Capital who researches family holdings and serial acquirers. He pitches four high-quality stocks. Conversations cover TransMedics and its end-to-end transplant logistics, Duolingo’s freemium and AI dynamics, Brookfield’s asset-management float strategy, and Prosus’ Tencent-linked holding structure.


