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@DutchInvestors The Dutch Investors 🦁

The Dutch Investors 🦁 posts on X about $lvmh, luxury, $spot, $adyen the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

• X Week XXXXXXX +86%
• X Month XXXXXXX +143%
• X Months XXXXXXX +493%
• X Year XXXXXXX +2,049%

Mentions: XX #

• X Week XXX +15%
• X Month XXX +52%
• X Months XXX +175%
• X Year XXX +461%

Followers: XXXXX #

• X Week XXXXX +3.90%
• X Month XXXXX +15%
• X Months XXXXX +131%
• X Year XXXXX +670%

CreatorRank: XXXXXXX #

Social Influence #

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Social category influence stocks XXXXX% finance #3697 technology brands XXXXX% countries XXXX% cryptocurrencies XXX% fashion brands #1727 luxury brands #2877 automotive brands XXXX% travel destinations XXXX% social networks XXXX%

Social topic influence $lvmh #1, luxury #976, $spot #1570, $adyen 2.91%, $mcpa #1, asml 2.43%, $ryaay 2.43%, $wlnpa 1.94%, $evost 1.94%, $googl XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @checkitoutfrg @moneyfacturers @stonkmetal @ainvestorbrief @exceedinvest @janzakucia @exceed_invest @boriszr @jomasilva88 @fiscalai @pedroleongarci2 @philoinvestor @compoundandfire @janklp @alexatnovella @lada1016 @barajitas77 @aartkenens @investingvisual

Top assets mentioned Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) Markel, Corp. (MKL) Kinsale Capital Group, Inc. (KNSL) Taiwan Semiconductor (TSM) Cheeseball (CB) Palantir (PLTR) Microsoft Corp. (MSFT) Remitly Global, Inc. Common Stock (RELY) Intel Corporation (INTC) Costco Hot Dog (COST) Amazon.com, Inc. (AMZN) Hasbro, Inc. (HAS) DLocal Limited Class A Common Shares (DLO) KONINKLIJKE PHILIPS N.V. (PHG) Tesla, Inc. (TSLA) Wise (WISE) Global Payments Inc (GPN)

Top Social Posts #

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Top posts by engagements in the last XX hours

"It's a very corporate answer. She sidesteps the core concern: whether pricing is too high (or low) relative to what the market currently values. Also she said something that does raise some concern and if you ask us is the core problem for $LVMH"
@DutchInvestors on X 2025-07-29 09:16:22 UTC 3006 followers, 2221 engagements

"Its not done yet Now that the scandal involving Worldline $WLN.PA has come to light the company is facing disastrous second-order effects 👇🏼🧵"
@DutchInvestors on X 2025-06-28 10:26:32 UTC 3000 followers, 2079 engagements

"🚨Evolution $EVO.ST and Hasbro $HAS sign exclusive global deal Evolution will develop all online live casino & slot games for MONOPOLY and other Hasbro titles launching in 2026. Hasbro Gaming Director said; At Hasbro were all about play whether its classic board games or casino experiences. After a thorough RFP process weve chosen Evolution as our exclusive partner for online live casino and online slots for Hasbro Games titles. We trust them (Evolution) to bring our brands to life in fresh exciting ways for our adult fans and look forward to our partnership. @toddhaushalter Evolution's CPO"
@DutchInvestors on X 2025-07-03 12:04:56 UTC 2971 followers, 2301 engagements

"Thank you for providing this insightful information @InvestingVisual If we understand this information correctly they operationally have the same business model: they are both PSP's. But Adyen has a wider global coverage (way) more volume and a wider product range. A few questions: Who are the main customers of DLocal Are they big enterprises (like Nike McDonalds Dominos etc.) or more SMBs How come that revenue growth already slowed down so much at such an early stage What do you think will happen if Adyen and Stripe shift focus to the same. markets as DLocal currently does Do you expect"
@DutchInvestors on X 2025-07-21 17:04:24 UTC 2883 followers, XXX engagements

"All things considering it's a pretty bad H2 report by $LVMH. For LVMH it's about: 1) keeping the luxury feel and not dropping further into masstige and ultra-premium 2) investing in the right things (brand building story telling the supply chain etc.) LVMH also needs the Asian consumer (it's most important customers) to become interested again in (LVMH's) luxury goods. Time will tell. What's your view on LVMH and the luxury space Let us know in the comments.💬"
@DutchInvestors on X 2025-07-24 19:07:09 UTC 2884 followers, 1861 engagements

"🔔New podcast episode Our conversation with fund manager Dan Shuart from Eagle Point Capital is now available on all platforms. We talk about: X. Strategic mediocrity X. Building conviction X. What companies he looks for And much more 🎧 Listen below"
@DutchInvestors on X 2025-07-24 14:05:01 UTC 3004 followers, XXX engagements

"What strengthens their market position are their stable gross- and net profit margins. The company is able to thrive even during mediocre market circumstances. Currently you pay a PE ratio of XX. Time will tell if this is too expensive or not. If Lotus Bakeries $LOTB.BR is able to keep growing at low teen percentages for the XX years ahead its probably still going to be a fantastic investment. 📈"
@DutchInvestors on X 2025-07-21 12:43:01 UTC 2942 followers, XXX engagements

"One of Belgium's finest companies is down XX% from its ATH Lotus Bakeries $LOTB.BR 🍪 Meanwhile the revenue has steadily grown with a XXXX% CAGR over the past XX years. Not one single year of revenue decline which underscores their pricing power"
@DutchInvestors on X 2025-07-21 12:42:59 UTC 2942 followers, 6540 engagements

"@BorisZR Thats exactly how we see it. Ideally a sentiment-driven drop will occur soon unjustified by fundamentals. That would be a great opportunity to buy or add"
@DutchInvestors on X 2025-07-28 12:35:40 UTC 2978 followers, XXX engagements

"@JomaSilva88 Not that were aware of. It could be due to testing significant cost savings or an attempt to pressure Google into offering lower ad prices. Important for $GOOG $GOOGL shareholders to keep monitoring if this trend continues"
@DutchInvestors on X 2025-07-27 09:20:32 UTC 2883 followers, XXX engagements

"Kinsale Capital $KNSL. Here's what's happening. Yesterday Kinsale came with Q2 results. What investors need to know. 👇 Competition is heating up Competitors like Lloyd's $LLLOY Markel $MKL and Chubb $CB recognize how profitable the E&S market has become. This increases competition leading to lower premium prices which is a negative for Kinsale. This hurts especially in their Commercial Property division which accounts for nearly 1/4 of the gross written premiums. The commercial property division declined XX% Y/Y. Growth is slowing down Net written premiums only increased 6.6%. That's slow"
@DutchInvestors on X 2025-07-25 14:53:56 UTC 3006 followers, 1894 engagements

"We listened to the entire #LVMH Q2 earnings call and found something interesting. Here's what you missed from $MC.PA Q2 FY25 call🧵"
@DutchInvestors on X 2025-07-29 09:16:18 UTC 3006 followers, 30.5K engagements

"$MC.PA is a luxury holding with XX different kind of luxury brands ranging from premium to extremly luxurious. The sentence mentioned by the CFO which kind of worries us is this; "Moderate pricing is used only to offset inflation or tarrifs not as a strategy." Let's unpack"
@DutchInvestors on X 2025-07-29 09:16:23 UTC 3006 followers, 2226 engagements

"1) Top personnel leaving The best coders and engineers can work anywhere. Why stay at a company that chose to protect fraudulent webshops Thats not the kind of culture top talent wants to be part of. Many will likely leave/dont join $WLN.PA resulting in a weaker product over time. But the ripple effects dont stop there"
@DutchInvestors on X 2025-06-28 10:26:33 UTC 2985 followers, XXX engagements

"Philips $PHIA.AS $PHG was once an innovative consumer company making TVs radios and lightbulbs. Comparable with todays $SONY or even $ASML. But due to poor capital allocation and a lack of innovation its become a shadow of its former self. Out of curiosity I skimmed their annual report. Turns out they barely manufacture anything themselves anymore. Low-cost Asian factories do the work using Philips patents. Philips logo gets slapped on and Philips earns a licensing fee. Meanwhile debt levels are sky-high (compared to their cash level and EBITDA). Not the kind of business long-term quality"
@DutchInvestors on X 2025-07-13 07:55:15 UTC 3006 followers, 2200 engagements

"Funny enough the most profitable users come from North America and Europe. Just XX% of the XXX million (RoW) users are paying subscribers. Those are far less profitable (and usually cost more money.)"
@DutchInvestors on X 2025-07-29 19:12:52 UTC 3006 followers, XX engagements

"Palantir $PLTR Youve probably heard the name. Some love it others hate it. One of our analysts will be diving deep into the company and industry. Together with Yorrin from @FluentInQuality were spending the next X months getting to know Palantir inside and out. Industry tech business model. Everything. Stay tuned"
@DutchInvestors on X 2025-07-28 18:54:16 UTC 3006 followers, 1427 engagements

"$LVMH is caught between trying to be elite and scalable but neither exclusivity nor scale is dominant. So simply raising prices for inflation/tarrifs erodes the perception of timeless value. We have to keep an eye out on this balacing act. We'll keep an eye out for you"
@DutchInvestors on X 2025-07-29 09:16:27 UTC 3006 followers, 1918 engagements

"Spotify released excellent KPI's and numbers. Subscribers +12% Y/Y to XXX million. MAU +11% Y/Y to XXX million. Revenue +10% Y/Y to XXX billion (+15% currency adj.) Gross Margin improved by XXX bps YoY to 31.5%. EBIT reached 406M"
@DutchInvestors on X 2025-07-29 19:12:49 UTC 3006 followers, XXX engagements

"The CEO of Kinsale Capital $KNSL Michael Kehoe is brutally honest. Thats a rarity among CEOs. Most struggle to admit uncertainty. Kehoe doesnt. Just look at his answers in the last earnings call (see pictures). Kinsale doesnt even give an outlook. As Kehoe puts it "we don't really know what that number is going to be." Theres a lesson in that for investors too: its perfectly fine not to know everything. Be conservative in your assumptions aim to be roughly right and over time returns will follow"
@DutchInvestors on X 2025-07-28 09:41:07 UTC 3006 followers, 12.1K engagements

"Microsofts $MSFT view on payments. Their Dynamics XXX Commerce platform is tightly integrated with Adyen $ADYEN $ADYEN.AS"
@DutchInvestors on X 2025-07-18 10:40:30 UTC 2940 followers, 1154 engagements

"Sundar Pichai $GOOGL CEO said: "We had a standout quarter. . AI is positively impacting every part of the business. Search delivered double-digit revenue growth and our new features like AI Overviews and AI Mode are performing well. Cloud had strong growth in revenues backlog and profitability. Its annual revenue run-rate is now more than $XX billion. . We are increasing our investment in CAPEX in 2025 to $XX billion""
@DutchInvestors on X 2025-07-23 20:55:18 UTC 2864 followers, XXX engagements

"Most of $LVMH revenue still comes from Asia and the U.S. (53% combined). Most regions are down: - U.S. -X% - Japan -XX% - Asia -X% - EU +1% Especially Asia is seeing less spent on luxury goods due to all kinds of reasons. One of them is Trump's tarrifs and uncertainty"
@DutchInvestors on X 2025-07-24 19:07:06 UTC 3006 followers, 1057 engagements

"Two new Wise Platform customers UniCredit $UCG.MI is a big win: its a XX billion publicly listed European bank with XXX billion in assets. Jenius is a tech-savvy bank with around X million users serving both retail and business customers. $WISE.L"
@DutchInvestors on X 2025-07-16 11:48:04 UTC 3003 followers, 1014 engagements

"@CCM_Brett @fiscal_ai Truly amazing how quickly profits can deteriorate when competition intensifies"
@DutchInvestors on X 2025-07-25 18:55:01 UTC 2894 followers, XX engagements

"On a 2018 earnings call #Tesla and SpaceX CEO @elonmusk said he disagreed with one of Warren Buffetts core investment principles. If your only defense against invading armies is a moat you will not last long. What matters is the pace of innovation; that is the fundamental determinant of competitiveness. Or simply said: Moats are lame. Buffett responded with: "Elon may turn things upside down in some areas. I don't think he'd want to take us on in candy." Elon responded with: "I'm starting a candy company and it's going to be amazing. I am super serious". The question is do you win in business"
@DutchInvestors on X 2025-07-11 12:21:58 UTC 2866 followers, XXX engagements

"Ryanairs $RYAAY cost per passenger is way lower than that of its main competitors Wizz Air $WIZZ.L and easyJet $EZJ.L. And even better: the gap is widening. 💸"
@DutchInvestors on X 2025-07-23 16:37:30 UTC 3006 followers, XXX engagements

"A: "We only raise prices when product quality improves. No cheap bags we onboard younger clients via perfumes and small leather goods. Vuitton focuses on brand elevation not price tiers and continues to gain market share with this strategy." Our thoughts. 💬"
@DutchInvestors on X 2025-07-29 09:16:21 UTC 3006 followers, 2159 engagements

"@Rajat_Hubli Dont know $RELY that well but revenues and profits are taking off 🛫. Are you a shareholder of $RELY and/or $WISE Could you elaborate why"
@DutchInvestors on X 2025-07-21 06:28:50 UTC 3006 followers, XXX engagements

"Simpler is often more likely to be right Danil Zhang (Chief Acquisition Officer at Teqnion $TEQ.ST) X Simple to understand unknown and promising stocks"
@DutchInvestors on X 2025-07-15 14:05:15 UTC 3000 followers, 2248 engagements

"@AInvestorBrief True Constalation Software Lifco Investor AB Teqnion and Heico to name a few. But Im not sure Stripe will fit in this list"
@DutchInvestors on X 2025-06-13 12:04:24 UTC 2890 followers, XXX engagements

"Investing in trains sounds great right Its clean growing and two players CRRC $CRRCY () and Alstom $ALO.PA () are dominating the global rail market. But does that make them great investments Lets dive in. 🚄👇"
@DutchInvestors on X 2025-06-19 07:18:22 UTC 2933 followers, 1351 engagements

"ASML at XX times earnings() 🤔 There's currently a big gap between the EPS growth since 2019 and the stock increase. - EPS rose XXX% - Share price increased XXX% As a result and due to a moderate 2026 outlook $ASML $ASML.AS is currently trading at only XX times earnings. Let's take the mid-point of their 2030 outlook: - Revenue of XX billion - Gross margin of XX% this could lead to a profit margin of XX% or XXXX in FY 2030 So: - Revenue CAGR of XX% - Earnings CAGR of XX% (for XX times earnings and a clear monopoly) Do you think ASML is currently undervalued"
@DutchInvestors on X 2025-07-22 13:35:24 UTC 2999 followers, 4569 engagements

"The bad news for Worldline $WLN.P continues. Worldline Australia made AUD 68m (42m) operating loss on revenues down XX% to AUD 81m (49m). The business now needs more capital. Who will fill the gap $ADYEN $TRIPE $GPN $FI We'll see"
@DutchInvestors on X 2025-07-26 19:56:06 UTC 3006 followers, 1116 engagements

"Any Palantir $PLTR experts/shareholders I'd love to connect learn and/or read your thesis report of exchange thoughts"
@DutchInvestors on X 2025-07-28 15:43:56 UTC 3006 followers, XXX engagements

"If you're interested in $SPOT or a shareholder keep track of the following KPI's: X. MAU's (Monthly Active Users) X. Premium subscribers (perhaps most important) X. Revenue by segement (you want growing premium subscribers and converting free listeners)"
@DutchInvestors on X 2025-07-29 19:12:53 UTC 3006 followers, XXX engagements

"Prosus $PRX.AS just launched AI House Amsterdam. A new initiative designed to ensure Europe becomes an AI maker not an AI taker. The House will serve as a campus-style innovation hub bringing together startups ideas and a community of researchers builders and policy leaders. With AI House Amsterdam we are doing what Europe urgently needs concentrating ambition talent and capital here to shape the future of AI everywhere said Fabricio Bloisi CEO of Prosus. Europe has the brains the values and the startups. Were committed to raising our collective ambition towards Europes first trillion-dollar"
@DutchInvestors on X 2025-07-10 18:14:24 UTC 2988 followers, XXX engagements

"This cited a Dutch news site about the Worldline scandal: "Competitor Adyen decided a few years ago to stop doing business with this company but Worldline subsidiary Global Collect Services continued to facilitate the Indian firm. This meant that users were still able to make credit card payments to the fraudulent Indian company." This is why culture matters: $ADYEN keeps bad actors out from the start while $WLN.PA chose to work with them and took on massive risk as a result. Source: NOS"
@DutchInvestors on X 2025-07-01 16:52:11 UTC 3006 followers, 1945 engagements

"$DNP.WA competitor Biedronka $JMT published their 2024 sales update. Biedronka's LFL sales growth was finally up again by XXX% after two quarters of negative LFL growth. Increased food inflation in Poland definitely helped in realizing growth agian. $DNP.WA stock reacts positive now +6.5% given the fact that they've always outperformed Biedronka in LFL sales growth"
@DutchInvestors on X 2025-01-15 10:31:41 UTC 2882 followers, 7230 engagements

"The first cracks are starting to show Intel might pause/discontinue investments in its 14A chip if it cant win a major customer. Moreover TSMC has been reluctant to commit to purchasing ASMLs latest generation of extreme ultraviolet (EUV) lithography machines which cost around $XXX million each suggesting it may continue relying on older equipment instead. If Intel were to exit the chip-manufacturing race it would not only eliminate a major customer for ASML but also ease the competitive pressure on TSMC to invest in new machinery. $TSM $ASML $ASML.AS $INTC"
@DutchInvestors on X 2025-07-27 14:48:59 UTC 3006 followers, 2144 engagements

"Reasons you should care about KONE $KNEBV.HE X. Oligopoly First off this is an oligopoly. The big four: Otis Schindler ThyssenKrupp and KONE own roughly XX% of the elevator market. This means extremely high barriers to entry for new entrants. X. Family-run Since January 2024 Philippe Delorme is the new CEO. He brings XX years of experience from Schneider Electric. Even though hes an outsider KONE is still very much a family-run business. The Herlin family controls XX% of the votes"
@DutchInvestors on X 2025-07-04 14:58:35 UTC 2963 followers, XXX engagements

"$SPOT is down almost -XX% on the Q2 report mostly due to a earnings miss and a (slightly) weaker outlook. Justified drop Temporary drop Opportunity Let's find out"
@DutchInvestors on X 2025-07-29 19:12:48 UTC 3006 followers, XXX engagements

"Here are some important factors that make a business more robust. It's rare that a company ticks all the boxes but what companies come to mind Here are a few companies that fit in this 'most robust' category following us: $NEDAP $DNP.WA $APR.WA $WKL $COST"
@DutchInvestors on X 2024-10-06 08:05:10 UTC 3006 followers, 1090 engagements

"I've never been so happy to lose XX. 🧵 Over six year ago one of our co-founders bought his first stock: Aurora Cannabis. Why Because I saw an Instagram post saying weed stocks would boom. Mistake #1"
@DutchInvestors on X 2025-06-12 17:44:23 UTC 2881 followers, 1279 engagements

"Wise $WISE.L Q1 2026 are out Heres what you need to know 🧵. 1) Wises cross-border volumes grew XX% Y/Y. Meanwhile their cross-border revenue only grew 2%. How so Wise is actively lowering their take rate from XXXX% in Q1 2025 to XXXX% last quarter. This is a massive XX% decrease 👏 Wise is playing a completely different games than banks and competitors: instead of trying to take as much money as possible they give a lot of value back to their customers. Thats rare"
@DutchInvestors on X 2025-07-17 15:15:35 UTC 2947 followers, 12.5K engagements

"We think the slightly softer outlook combined with weaker-than-expected EPS put a pause on the excitement at least for now. Expectations met reality. Even the best companies dont grow to the moon forever. That said $SPOT remains an exceptional business led by a top-tier CEO. Valuation-wise still to expensive for our liking"
@DutchInvestors on X 2025-07-29 19:12:54 UTC 3006 followers, XXX engagements

"Plenty of room to grow in U.S. acquiring for Adyen $ADYEN.AS and Stripe. Despite being #10 (Adyen) and #7 (Stripe) in volume they showed the fastest growth in total acquiring volume in 2024. Stripe +109% in volume per merchant; Adyen +21%. Adyen keeps maintaining a clear enterprise focus: $15.16M/merchant far above peers. Others chase SMBs. Adyen plays a different game. Notable is that Stripe saw a XX% decrease in the number of merchants while Adyen saw an increase of 10%. Thanks @oost_marcel for the sharp insights. 📊 Source: Connecting the Dots in Fintech"
@DutchInvestors on X 2025-05-06 11:14:02 UTC 2997 followers, 6148 engagements

"Nothing beats a Jet2 holiday 🏖🎵 No we prefer: Nothing beats a RyanAir quarterly report ✈💸 RyanAir $RYAAY published their Q1 FY 2026 results Here is what stood out to us"
@DutchInvestors on X 2025-07-23 18:37:04 UTC 3006 followers, 1702 engagements

"Finally a pretty interesting question on competition between Sephora Ulta Beauty and Amazon. A: "Sephora is everything Amazon isn't. Sephora is about experience differentiation exclusive brands and enjoyment of shopping experience. So yes there is competition but we are seeing strong results." (Were not exactly Sephoras target customer. Weve been in a few stores mostly trailing our girlfriends but enjoyment isnt the word wed use to describe it.) We'd use: packed expensive and beauty battlefield. $AMZN $ULTA $LVMH"
@DutchInvestors on X 2025-07-29 09:16:26 UTC 3006 followers, 2178 engagements

"Fun fact. Currently analyzing Dutch holding company Prosus $PRX. They own roughly XX% of Tencent and the market cap of Prosus is below their investment in Tencent. So you get Tencent at a discount and everything else they own for free. Like Delivery Hero iFood Just Eat Takeaway PayU and many others. Pretty interesting thesis. They also own XX% of Remitly $RELY"
@DutchInvestors on X 2025-06-18 08:12:55 UTC 2881 followers, XXX engagements

"Otis $OTIS secures a major 6-year contract to supply 1250 elevators for Tatweer Misr in Egypt. While new equipment tends to be cyclical and lower-margin it lays the foundation for recurring high-margin service revenue. With urbanization and aging populations accelerating long-term demand remains strong. $SCHN.SW $KNEBV.HJ"
@DutchInvestors on X 2025-07-10 07:57:44 UTC 2933 followers, XXX engagements

"At what price these stocks become attractive (in our view): Visa $V $XXX (-22%) Ryanair $RYAAY $XX (-30%) Costco $COST $XXX (-23%) Hermes $RMS.PA 2000 (-18%) Hims $HIMS $XX (-37%) Microsoft $MSFT $XXX (-20%) Adyen $ADYEN 1200 (-21%)"
@DutchInvestors on X 2025-07-13 15:05:08 UTC 2933 followers, 2298 engagements

"Free cash flow in H1 2025 was minus XXXX million. For the full-year they expect to generate a little bit of FCF. Not sure whats exactly strong about that 🙂 Basic-Fit create local monopolies through so called clustering (opening a few clubs in the same city) which makes it hard for other companies to compete. Also due to their massive scale they can buy equipment and commodities at lower prices than competitors. For some part they give this back to the consumer by having low prices. But we seriously doubt if Buffett would qualify the most of $BFIT.AS as a durable competitive advantage"
@DutchInvestors on X 2025-07-29 17:23:38 UTC 3006 followers, XXX engagements

"Another piece of long-term focus evidence. In FY 2034 RyanAir expects XXX million passengers that's insane if you realize that Europe counts around XXX million citizens. The Boeing MAX-10 order will have huge benefits according to RyanAir $RYAAY: XX% less costs XX% more passenger seats"
@DutchInvestors on X 2025-07-23 18:37:07 UTC 2893 followers, XX engagements

"Dino Polska $DNP.WA posted Q1 results yesterday 🦖 Food inflation surpassing LFL sales by big margin. Let's break it down 🧵"
@DutchInvestors on X 2025-05-16 11:53:58 UTC 2961 followers, 16.3K engagements

"@exceed_invest Not necessarily. No one truly understands it. It's a bet on management"
@DutchInvestors on X 2025-07-27 15:13:19 UTC 2883 followers, XXX engagements

"@LucaSolca asked a great question during the earnings call of $LVMH on 'pricing'. Q: "Do you think (LV Dior etc.) have the right pricing strategy He asked this because other brands (Cucinelli Herms Ralph Lauren Coach) are growing faster. $MC.PA CFO responded with"
@DutchInvestors on X 2025-07-29 09:16:20 UTC 3006 followers, 2469 engagements

"🚨 Evolution AB $EVO.ST opens first live casino studio in Asia The studio based in Cebu (Philippines) is a good step in Evolutions APAC expansion. The studio taps into Asias first licensed iGaming market. Evolution plans to roll out Lightning Roulette Super Color Game & more. A great step towards localized regulated growth in Asia"
@DutchInvestors on X 2025-07-05 06:10:55 UTC 3003 followers, 2403 engagements

"China currently has 1.41+ billion people. Tencent's $TCEHY superapp WeChat has XXXX billion Monthly Active Users (MAU's). That's XXXX% of the population. Chinese users spent an average of XX minutes on WeChat. Crazy"
@DutchInvestors on X 2025-07-10 20:37:23 UTC 2922 followers, 1774 engagements

"This quote from Enzo Ferrari captures the essence of luxury: scarcity. Scarcity combined with strong demand creates pricing power. Creating limited supply is one of the key factors in building a strong luxury brand. Besides $RACE companies like $RMS.PA $CFR.SW and several brands under $MC.PA and $KER.PA also demonstrate pricing power"
@DutchInvestors on X 2025-07-06 08:38:50 UTC 3003 followers, 1029 engagements

"1) Markel $MKL Markel is a specialty insurer primarily active in North America but with a global presence. In addition to underwriting Markel allocates capital to equities bonds and private businesses. Together these form what management calls a three-engine machine. Led by CEO Tom Gayner Markel is known for its disciplined shareholder-aligned leadership a crucial trait in insurance. Markel is often compared to a mini-Berkshire $BRK.A $BRK.B Markel has outperformed the market over multiple decades"
@DutchInvestors on X 2025-07-15 14:05:17 UTC 2910 followers, XXX engagements

"What does bother us a bit is the way bad news is downplayed or spun as something more positive than it really is. Phrases like challenging environment or solid local demand in the US what local demand Its actually down 1%. Or improved trends in champagne it's only up X% hardly a recovery worth highlighting. Or significant increase in free cash flow which in reality is mostly driven by a reduction in working capital. Free cash flow can increase when a company ties up less cash in inventory receivables or other short-term assets. Thats not necessarily a sign of stronger earnings or operational"
@DutchInvestors on X 2025-07-24 19:07:08 UTC 2883 followers, XXX engagements

"Bitcoin currently has the same market cap as Amazon. What would you rather own Easy choice for us: $AMZN"
@DutchInvestors on X 2025-07-18 11:51:38 UTC 2864 followers, 4777 engagements

"As you can see the costs per passenger excluding fuel costs is increasing more and more. Now RyanAir $RYAAY has almost XX% lower costs than closest competitor Wizz Air $WIZZ The average fare price has risen to XX in Q1 up XX% mainly due to higher demand. To be honest it's realistic to think that competitors have to raise prices because they have high operational costs"
@DutchInvestors on X 2025-07-23 18:37:05 UTC 2864 followers, XXX engagements

"@JanZakucia Yeah. Completely different tiers of luxury and clientele. But if you compare LVMH to Kering it's a lot better (puts the difficulty into perspective)"
@DutchInvestors on X 2025-07-30 06:44:20 UTC 3006 followers, XX engagements

""When looking at the operations the lowest point is behind us" Daniel Zhang (CXO at Teqnion) in the Q2 2025 Q&A $TEQ.ST"
@DutchInvestors on X 2025-07-23 10:21:18 UTC 3006 followers, 2861 engagements

"@janklp It ain't looking too good at the moment Jan. You still holding Dior Or sold it already"
@DutchInvestors on X 2025-07-24 20:08:49 UTC 2883 followers, XXX engagements

"Evolutions $EVO.ST low share price might have been a blessing Why 👇 Because the lower the share price the more shares a company can repurchase under a buyback program. Take this example: In February 2025 Evolution $EVO announced a XXX million share buyback program. By May the share price had dropped to around XXX SEK giving the company a market cap of XXX billion SEK (about XX billion). At that valuation the XXX million buyback represented XXX% of the company. During several days in May Evolution was buying back 40000 to 60000 shares per day. Now compare that to todays valuation: at a market"
@DutchInvestors on X 2025-07-27 12:46:30 UTC 3006 followers, 2683 engagements

"$GOOGL is growing in every region grom around the globe. Anywhere between 12-19% YoY. Solid"
@DutchInvestors on X 2025-07-23 20:55:23 UTC 2895 followers, XXX engagements

"Kering's most important brand Gucci saw its revenue decline by a massive -XX% Will the new CEO turn the ship around or is Gucci slowly dying $KER.PA"
@DutchInvestors on X 2025-07-29 22:01:19 UTC 3006 followers, 1646 engagements

"$EVO $EVO.ST might be undervalued at today's prices 📈🧵 We love how Evolution AB manages to position itself in the gaming industry. The combination of market leadership and stable growth is very powerful"
@DutchInvestors on X 2025-07-05 15:24:16 UTC 3006 followers, 5408 engagements

"Amazon $AMZN removed all Google $GOOGL Shopping ads globally for XX hours Between July XX and XX 2025 Amazon suddenly pulled all its Google Shopping ads in major markets. Amazon's ad presence dropped: X. from XX% to X% in the U.S. X. XX% to X% in the U.K. and X. XX% to X% in Germany"
@DutchInvestors on X 2025-07-27 06:45:10 UTC 3006 followers, 2871 engagements

"➡EBIT grew to $XXXX billion (+14% YoY) ➡EBIT margin XXXX% (same as FY24) ➡Net income grew to $XXXX billion (+19% YoY) ➡EPS grew to $XXXX (+22% YoY) $GOOG performed well on these financial figures"
@DutchInvestors on X 2025-07-23 20:55:18 UTC 2864 followers, XXX engagements

"RyanAir not sustainable Look at this Of course this is mainly due to the length of their flights combined with their energy-efficient Boeing MAX planes"
@DutchInvestors on X 2025-07-23 18:37:08 UTC 3006 followers, XXX engagements

"3. KONE $KNEBV.HE 🛗 KONE is a Finnish manufacturer of elevators and escalators managing over 1.6+ million units worldwide. They make money in three main areas: New installations: XX% of revenue Maintenance contracts: XX% of revenue Modernization: XX% of revenue"
@DutchInvestors on X 2025-07-04 14:58:33 UTC 2963 followers, XXX engagements

"@stonkmetal Markel ASML Greggs Teqnion Are those company on your radar You might find them interesting"
@DutchInvestors on X 2025-07-25 18:53:12 UTC 2907 followers, 1229 engagements

"2) So how are their segments progressing: - Personal: number of active customers up XX% (underlying income up 11%) - Business: number of active customers up XX% (underlying income up 12%) - Platforms: two new announced partnerships with Raiffeisen Bank and UniCredit. As the figure below shows theres plenty of room to grow for the coming years/decades. 🌎 $WISE.L"
@DutchInvestors on X 2025-07-17 15:15:37 UTC 2947 followers, XXX engagements

"Spotify $SPOT reported Q2 FY25 earnings. Here's everything you need to know about the Q2 report from streaming king Spotify. 🧵"
@DutchInvestors on X 2025-07-29 19:12:47 UTC 3006 followers, 1902 engagements

"Yes and it's been proposed however its difficult to change a policy set in place. it's easy to increase the dividend but cutting it back. (We would love it) But most investors are just looking at the dividend yield and payout ratio. A real outsider CEO would've just overruled everyone and optimized for capital allocation"
@DutchInvestors on X 2025-07-27 15:09:55 UTC 3006 followers, XXX engagements

"📉 Active investing just lost the crown. For the first time ever more money is invested in passive equity funds ($15.96T) than active ones ($15.38T). Thats XX% of global AUM. Why - Lower fees - Active underperformance - Strong index returns But heres the twist: As active shrinks price discovery fades. Markets risk becoming inefficient. Overhyped stocks soar undervalued ones stay ignored. Even passive needs active investors to function"
@DutchInvestors on X 2025-07-26 17:26:43 UTC 3004 followers, 1232 engagements

"Worldline $WLN.PA meltdown Fraud The publicly listed company Worldline which processes XXX billion in payment transactions annually deliberately chose to protect fraudulent webshops. It feared losing revenue otherwise. This is revealed by an investigation conducted by NRC and twenty international media outlets. This is also big news for $ADYEN $STRIPE and $PYPL (Braintree) as merchants may shift transaction volume to them in response to the scandal"
@DutchInvestors on X 2025-06-25 10:13:49 UTC 2923 followers, 15.2K engagements

"Whos the next foundry business that wont be able to keep up $INTC (👈🏽 our pick) $SSNLF $TSM"
@DutchInvestors on X 2025-07-21 09:16:00 UTC 3005 followers, 4920 engagements

"@stonkmetal Perhaps not the biggest moat or the best company but at these valuations this could be an asymmetrical bet. Like: chances of this getting any cheaper seem slim while the upside (multiple expansion change in sentiment i.e.) seems quite compelling"
@DutchInvestors on X 2025-07-29 17:16:01 UTC 3006 followers, XXX engagements

"Philips $PHIA.AS sold most of its stake in $ASML between 2000 and 2007 gradually reducing its ownership after ASML became independent in the 1990s. By 2007 Philips had fully divested. As for TSMC $TSM Philips was a founding investor in 1987 but began selling its shares in the early 2000s. By 2008 Philips had sold its remaining stake in TSMC"
@DutchInvestors on X 2025-07-14 07:03:55 UTC 2881 followers, XX engagements

"Completely understand you @exceed_invest but its key to look at the fundamentals of the business instead of the stock price. It gets even better: if the stock price drops but the fundamentals of the business improved or stayed the same ASML might even be a more compelling investment now than when you bought it. Dont let YTD returns determine whether youre right or wrong. Its simply too short a time frame"
@DutchInvestors on X 2025-07-27 16:39:51 UTC 2887 followers, XX engagements

"@AlexAtNovella @Ins_Brkr Can you share why you sell specifically Kinsale than (if their coverage is so limited/bad) Can you share how that process works"
@DutchInvestors on X 2025-07-30 06:39:11 UTC 3006 followers, XX engagements

"@lada1016 @JanZakucia Yeah LVMH's is better then Kering's. But Hermes and Brunello Cucinelli is far better compared to both"
@DutchInvestors on X 2025-07-30 07:23:58 UTC 3006 followers, XX engagements

"Prosus $PRX.AS Ventures backs AI-powered customer support startup Brainfish tapping into a $22.6B opportunity within the $350B global CX market. Customer support isnt broken-its outdated. It waits for problems and tickets when support should be seamlessly embedded inside the product. Thats why we built Brainfish said Daniel Kimber CEO and co-founder of Brainfish. This is a clear signal Prosus is betting on next-gen support infra. Will Brainfish become a category-definer Could it compete with players like $TXT.WA Zendesk or Freshworks long term Or is this whole market on a path to"
@DutchInvestors on X 2025-07-10 18:27:34 UTC 3006 followers, XXX engagements

"LVMH $MC.PA revenue visualization in % by segment"
@DutchInvestors on X 2025-07-27 19:14:24 UTC 3006 followers, 1019 engagements

"$LVMH has had a rough couple of years with declining margins and sales. LVMH's CFO claims this is mainly due to macro uncertainties and currency swings. (A bit of a weak excuse because while it's true there's more going on.)"
@DutchInvestors on X 2025-07-29 09:16:19 UTC 3006 followers, 2494 engagements

"Which insurance portfolio would you pick based on valuations combined ratio and management 1) $MKL $AON $LLOY.L (Markel AON Lloyds of London 2) $CB $PGR $ASR.NL (Chubb Progressive ASR) 3) $ACIC $ZURN.SW $ALV.DE (American Coastal Insurance Corp Zurich Insurance Group Allianz) 4) $KNSL $AIG $SREN.SW (Kinsale AIG Swiss Re)"
@DutchInvestors on X 2025-06-23 08:10:51 UTC 2897 followers, 1390 engagements

"Selective retailing: Revenue stable (+0%) EBIT profits increased +12% to XXX million EBIT margin increased from XXX% to XXXX% This growth as mainly driven by Sephora"
@DutchInvestors on X 2025-07-24 19:07:04 UTC 3006 followers, XXX engagements

"True luxury is about value (emotion craftmanship etc.) not price. BUT price is a signal When you say "we raise prices to offset inflation" you're implicity admitting cost sensitivity which breaks the luxury illusion. That's more 'masstige' (mass premium) than luxury"
@DutchInvestors on X 2025-07-29 09:16:24 UTC 3006 followers, 2109 engagements

"The advertising model for $SPOT is not as important (to be honest it kinda sucks financially). The goal of the ad-supported tier is purerly to convert (read: irritate by advertising) free users into paying subscribers and slowly up-sell or simply retain users"
@DutchInvestors on X 2025-07-29 19:12:50 UTC 3006 followers, XXX engagements

"The job of the CEO is to run the business to execute on opportunities create a positive and hardworking environment and to build/expand a durable competitive advantage. When analysts ask about growth and you genuinely dont know (because no one really does) admitting that is a strength. Its far better than giving a number you cant hit or doing unsustainable things just to meet it"
@DutchInvestors on X 2025-07-28 15:00:21 UTC 2949 followers, XXX engagements

"1. Thales $HO.PA Market cap: XX billion P/E: XX Operating margin: XXX% ROE: XXXX% The Thales Group is a global electronics company active in aerospace defense and information technology. Aroud XX% of Thales' revenue comes from its Defense & Security' division. Its advanced radar- and infra red technology are among the best in the world. They are used to track and identify stealth fighter jets"
@DutchInvestors on X 2025-07-12 17:01:20 UTC 2977 followers, XXX engagements

"$SPOT stock has increased by XX% so most of the great numbers were already priced into the #Spotify stock. Spotify beat guidance on MAU and premium subscribers but missed slightly on revenue and operating income (adj. by one-offs)"
@DutchInvestors on X 2025-07-29 19:12:50 UTC 3006 followers, XXX engagements

"Luxury must remain exclusive but at scale. Growth means reaching more customers but exclusivity means no to many. Herms $RMS.PA solves this by limiting supply. Brunello Cucinelli $BIT.BC targets UHNWI's with slow growth and impeccable storytelling. $LVMH is trying to do both. That works when markets and macro is booming but in a slower market it exposes the 'middle ground' that's very hard to defend"
@DutchInvestors on X 2025-07-29 09:16:24 UTC 3006 followers, 1940 engagements

"Europe needs to increase defense spending. With ongoing wars and increasing pressure on NATO Europe is focused on significantly strengthening its defense power. Here are three underexposed strong European defense companies that could benefit in the coming decades"
@DutchInvestors on X 2025-07-12 17:01:16 UTC 2977 followers, XXX engagements

"@checkitoutFRG Adyen reports only reports half and full year results. So they might give an update in Q1 or Q3 but that's it"
@DutchInvestors on X 2025-07-10 21:33:19 UTC 2872 followers, XX engagements

"$ADYEN its take on stablecoins 🪙 Adyen's co-CEO Ingo Uytdehaage shared his view on the future: Ive been following the stablecoin discussion with keen interest and Id like to share my perspective. The promise instant 24/7 cost-efficient payments is compelling. While stablecoins may introduce new capabilities over time many of the benefits they aim to deliver are already live in our infrastructure today operating at scale within regulated financial ecosystems. For years weve been investing in our foundational infrastructure. This includes direct access to global banking and payment networks:"
@DutchInvestors on X 2025-07-11 07:09:37 UTC 2920 followers, XXX engagements