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@DutchInvestors Avatar @DutchInvestors The Dutch Investors 🦁

The Dutch Investors 🦁 posts on X about $dnpwa, $evost, $knsl, $evo the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% travel destinations XXXX% luxury brands XXXX% automotive brands XXXX% gaming XXXX%

Social topic influence $dnpwa #2, $evost #9, $knsl #1, $evo #11, $wisel #1, investment 0.62%, inflation #1699, $dge #4, $csuto #70, ipo #396

Top accounts mentioned or mentioned by @stonkmetal @theraymyers @checkitoutfrg @moneyfacturers @joinyellowbrick @csfraudanalysis @janklp @rotiboy1002 @sonnysauce @janzakucia @fiscalai @finchatio @textirteam @frankieceeeee @prrhijos @tacticzh @shivamkashan @kairospraxis @tsohinvesting @michaelgielkens

Top assets mentioned Kinsale Capital Group, Inc. (KNSL) Taiwan Semiconductor (TSM) Markel, Corp. (MKL) Ferrari N.V. (RACE) Spotify Technology (SPOT) Copart, Inc. (CPRT) Wise (WISE) Alphabet Inc Class A (GOOGL) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Expedia Group Inc (EXPE) Heima (HEI) PayPal Holdings Inc (PYPL) RealFevr (FEVR) Match Group Inc (MTCH) Intuit Inc. (INTU) Thomson Reuters Corporation (TRI) Vulture Peak (VPK) Eden (EDEN) Robotics Intelligence (RI) Cipher (CPR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Dino Polska $DNP.WA currently is at 2933 stores (03/10/2025). The company is opening an average of XXX stores per year in the period 2020-2024. The company already opened more than that (245) in 2025. Management stated that Dino will open more stores in 2026 compared to 2025. The scale of Dino Polska allows them to open more stores per year. On the other side they have to because the company aims to maintain a solid growth percentage"
X Link @DutchInvestors 2025-10-06T18:49Z 3518 followers, XXX engagements

"💫Idea 2: Acomo NV - $ACOMO The're a B2B player in plant-based food (spices nuts cocoa). They thrive on managing complex global supply chains and adding value (traceability quality checks). Their decentralized owner-operator model keeps decisions fast. Focus on long-term trends like organic and plant-based diets"
X Link @DutchInvestors 2025-10-04T17:56Z 3507 followers, XXX engagements

"One of the most well-run scalable companies in the world: Dino Polska $DNP.WA run by it's almost secretive CEO; Tomasz Biernacki. Check out our full (free) company deep dive on our TDI-Dashboard ➡ www.thedutchinvestors .com"
X Link @DutchInvestors 2025-08-19T15:25Z 3518 followers, 2578 engagements

"WHAT A DROP 🤯 No. Ferrari is (still) overvalued. Current P/E and P/FCF: XX For a company expected to grow by X% per year until 2030 Still needs a long way to fall before it becomes an attractive investment especially considering the risk tied to the shift toward EVs. $RACE"
X Link @DutchInvestors 2025-10-10T06:20Z 3506 followers, 1253 engagements

"We all know Constellation Software and its massive success. It has become a XXX bagger since IPO. But how do you spot the next $CSU What should you look for in a great serial acquirer Next week we have serial acquirer and holding expert @MichaelGielkens on the show and we'll talk all about it. $CSU.TO"
X Link @DutchInvestors 2025-08-08T21:43Z 3509 followers, 14.3K engagements

"Daniel Ek Spotifys $SPOT CEO steps down after XX years at the company. After more than XX years of working together Spotify is in its strongest position yet. The business is solid. The model we've refined over many years is delivering. Gustav and Alex respectively CTO/CPO and CBO will assume the co-CEO role"
X Link @DutchInvestors 2025-10-01T04:20Z 3504 followers, 1281 engagements

"One of our analysts took a look at Nintendos HQ based in Kyoto Japan. Fun fact 💡: The Nintendo Switch has outsold both the PlayStation X and Xbox One combined in Japan. Thats quite an accomplishment. Nintendo is impressively lean employing only around 8000 people across its hardware and software divisions. The company consistently achieves one of the highest operating margins in the industry often exceeding 25%. The headquarters looks surprisingly modest; more like an office block than a gaming giant. $NTDOY $NTDOF $NTO.F $7974.T"
X Link @DutchInvestors 2025-09-13T08:10Z 3518 followers, 1053 engagements

"Not only chip designers chip producers and hyperscalers benefit from the rise of the cloud; payment service providers do too. $ADYEN just strengthened its partnership with SAP. In simple terms Adyen will now handle payments for businesses using SAPs cloud platform"
X Link @DutchInvestors 2025-10-14T21:11Z 3518 followers, XXX engagements

"Dino Polska $DNP.WA released it's Q2 2025 earnings. Here are the highlights: - Added XXX new stores (vs. +98 in 2024). Store growth accelerating. - Revenue grew +14.8% Y/Y - EBIT grew XXXX% Y/Y (operational profits outpacing revenue percentage-wise) - Grew +4.8% LFL Y/Y (not outpacing inflation of 5.8%). But still a lot better then competitor Biedronka (+0.9% LFL)"
X Link @DutchInvestors 2025-08-21T18:40Z 3518 followers, 5950 engagements

"Lesson 1: Great investments dont guarantee great companies 👉 Just because a company owns something great doesn't make itself great. Think of Prosus as a wrapper not as Tencent $TCEHY itself. If the wrapper allocates capital poorly or lacks investor trust it can trade at a persistent discount regardless of how great the asset inside is. For a lower-quality holding company to be worth investing in it needs to be great at one thing: capital allocation. And for now $PRX.AS appears to be proving just that"
X Link @DutchInvestors 2025-10-12T16:57Z 3511 followers, XXX engagements

"In the world of online travel agencies three names dominate the market: X. Booking Holdings $BKNG X. Expedia $EXPE X. Airbnb $ABNB Both Airbnb and Expedia have lost market share to Booking Holdings since Q4 '20. Who will win in the long-run"
X Link @DutchInvestors 2025-08-09T15:41Z 3504 followers, 1038 engagements

"Dino Polska $DNP.WA posted Q1 results yesterday 🦖 Food inflation surpassing LFL sales by big margin. Let's break it down 🧵"
X Link @DutchInvestors 2025-05-16T11:53Z 3518 followers, 16.4K engagements

"*10. @olensrud: Last but definitely not least is Ole from Europe's far North. He writes fascinating analyses about (holding) companies like $INVE.ST and $EXO.AS as well as industries. We loved his article about serial acquirers and how to assess their quality. Definitely check out his X profile or The Outsiders' Corner. * This is the actual account"
X Link @DutchInvestors 2024-12-30T09:00Z 3514 followers, 1673 engagements

"(3/9) Lets briefly discuss the market something Kinsale has no control over but that can impact performance in the short term. Kinsale $KNSL operates in the U.S. non-standard (E&S) market which includes over XX competitors most of whom rely on legacy systems. Its competitors include major players such as Berkshire AIG Chubb and Lloyds of London. Kinsale currently holds less than X% of the market but is rapidly expanding its share by leveraging its technology platform and increasing its full-time workforce"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, XXX engagements

"Stock 1: HEICO $HEI is a true compounder in aerospace. The stock returned XX% CAGR for 24+ years. ✅ XX years of XX% annual share growth ✅ High-margin low-cost model via reverse engineering ✅ CEO owns $XXX billion+ in stock We love the moat management & margins but at 70x earnings and 40x FCF the price is rich. Watching closely for a better entry"
X Link @DutchInvestors 2025-10-05T16:03Z 3507 followers, XXX 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"
X Link @DutchInvestors 2025-06-25T10:13Z 3515 followers, 15.3K engagements

"TSMC $TSM September revenue up XX% Y/Y. Data centers remain hungry for TSMCs chips 😋"
X Link @DutchInvestors 2025-10-10T14:29Z 3508 followers, XXX engagements

"Dino Polska opened XXX new stores in Q1-Q3 2025 $DNP.WA now has 2933 stores versus 2572 stores a year ago. That's +361 stores in XX months. In Q1-Q3 2025 alone XXX stores were opened. 🏪Selling area is now 1159.6 thousand square meters vs. 1014.7 thousand square meters a year ago. Polands grocery market is still fragmented but Dino is expanding faster than most competitors. Adding XX% more selling area in just one year gives them a bigger footprint to grab share from smaller regional players and potentially pressure discounters like Biedronka Lidl and Kaufland. Sources: Dino Polska IR"
X Link @DutchInvestors 2025-10-04T09:50Z 3518 followers, 2689 engagements

"Lesson 3: Discounts exist for a reason In our interview with @MichaelGielkens on holding companies we learned about the importance of management capital allocation and how to get rid of the discount. 👉The key to a successful investment in a holding company is finding a discount that is unjustified and is being actively addressed by management. In Prosus case a more focused management team and a large ongoing share buyback program are tangible actions that can narrow the discount over time. The real lesson is that understanding why the discount exists is the first step to knowing whether you"
X Link @DutchInvestors 2025-10-12T16:57Z 3517 followers, 1358 engagements

"My mistakes from investing in Diageo $DGE. 🫠 I admit it. I made a big mistake. Looking back what were the things I did wrong Let's break it down"
X Link @DutchInvestors 2025-10-03T17:41Z 3517 followers, 3910 engagements

"What about the depreciation of capital Dino Polska $DNP.WA has proven to outpace inflation over time acting as natural protection against money devaluation. These assumptions don't take foreign operations into account. It could be possible that Dino grows even faster by scaling operations in Poland and in neighboring countries like Hungary and Slovakia. How likely is this scenario in your opinion In my view it is on the optimistic side of realistic. Besides it's hard to estimate profit margins XX years from now"
X Link @DutchInvestors 2025-10-06T18:50Z 3518 followers, XXX engagements

"Moving forward slowly but steadily: Wolters Kluwer $WKL.AS. You can read our latest article now"
X Link @DutchInvestors 2025-09-26T08:09Z 3514 followers, XXX engagements

"How crazy is this $ASML In late 1994 Wennink heard that ASML wanted to go public. ASML was wholly owned by Philips so it seemed certain the latters accountant KPMG would be the one to lead the IPO. But Wennink sensed an opportunity. Seizing the moment he bluffed his way through the selection committee with a hastily prepared presentation and a fictional team of employees and landed the assignment for Deloitte. He had never done an IPO before and lacked the papers to arrange a NASDAQ listing. But with months of hard work and a hefty dose of luck in 1995 the IPO was successful. That one bluff"
X Link @DutchInvestors 2025-10-12T10:06Z 3518 followers, 4728 engagements

"Dino Polska $DNP.WA opened XXX new stores in H1 2025. Dino is picking up speed. 🏪Dino Polska now has 2835 stores versus 2504 Dino stores a year ago. 📏Store size increased from 1120 thousand square meters vs. XXX thousand square meters"
X Link @DutchInvestors 2025-07-03T07:48Z 3514 followers, 4858 engagements

"The Fever-Tree $FEVR fundamental analysis with @SonnySauce is now live on all podcasting platforms. As an industry insider he knows the ins-and-outs of the beverages alcohol and spirits industry. 🎧 Listen on Spotify: 🎧 Listen on Apple Podcasts:"
X Link @DutchInvestors 2025-05-29T16:01Z 3518 followers, XXX engagements

"Want to vote on the companies we analyze Check out TDI-premium and join the community. Link in bio. $MTCH $TWEKA $LOTB $RACE"
X Link @DutchInvestors 2025-10-09T19:08Z 3518 followers, XXX engagements

"Guess the company 👀 - My HQ is based in The Netherlands - XX% of my revenue is from digital solutions - Over XX% of my revenue is recurring - I compete with the likes of Intuit $INTUI and $TRI - Free cash flow margins surpass XX% Do you know the answer"
X Link @DutchInvestors 2025-09-22T18:20Z 3508 followers, 2498 engagements

"Dino Polska $DNP.WA published their Q4 results after-hours. Here is our take X. Dino opened +116 stores in Q4 which means they opened XXX new stores in 2024 (250 in 2023). Management delivered on their promise to open more stores this year compared to 2023 good sign"
X Link @DutchInvestors 2025-02-27T20:35Z 3514 followers, 14.3K engagements

"Overoptimistic Maybe. But $DNP.WA hasn't even stopped growing in their highest-density regions. So the maturity number of stores across all of Poland might actually be higher. Based on the growth rates as assumed below Dino can reach 7000 stores in 2037. With an X% net profit margin at the end in combination with an exit multiple of XX (currently XX on PE basis) you can expect a XXXX% annual return"
X Link @DutchInvestors 2025-10-06T18:50Z 3518 followers, XXX engagements

"Nintendos Development Center sits right next to its headquarters and it looks like a new facility is already under construction just around the corner. $NTDOY $NTDOF $NTO.F $7974.T"
X Link @DutchInvestors 2025-09-13T08:10Z 3518 followers, XXX engagements

"Our latest deep dive into software king Wolters Kluwer. $WKL.AS $WKL This is a company that mainly owns and bundles expert information to provide it to a range of professional industries such as tax legal and health. Available on your TDI-Dashboard"
X Link @DutchInvestors 2025-09-19T15:00Z 3514 followers, 1106 engagements

"This is why fintechs like Wise and Revolut will win 😳 $WISE.L"
X Link @DutchInvestors 2025-07-11T17:37Z 3515 followers, 6561 engagements

"30 hours researching Kinsale $KNSL. A short pitch 🧵👇 (1/9) Kinsale insures businesses that other insurers avoid. It operates in the $XXX billion non-standard (E&S) market focusing on the rare hard-to-price risks that few other insurers will cover"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, 1657 engagements

"34% net profit margin and XX% FCF margin🤩. We love to analyze businesses. While researching holding company HAL Trust I stumbled upon Vopak $VPK: A Dutch company that operates terminals to store oil- gas- and chemical products. They operate in XX countries and own XX terminals. The locations are all strategic mostly in ports such as the port of Rotterdam Barcelona Los Angeles Singapore and Shanghai. $VPK is moving more and more towards liquid gas terminals moving away from oil (now XX% of capital employed). The difficult thing here is growth; in the last XX years revenues haven't increased."
X Link @DutchInvestors 2024-08-23T14:45Z 3514 followers, XXX 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"
X Link @DutchInvestors 2025-07-17T15:15Z 3516 followers, 12.7K engagements

"Over the past few weeks we've released the following: For TDI-Premium members: - XX earnings updates on companies we own - 3i Group deep dive $III - Edenred deep dive $EDEN - BESI deep dive $BESI - Wise deep dive $WISE - Copart deep dive $CPRT - Semiconductor deep dive - Earnings tracker spreadsheet - Portfolio strength spreadsheet For (free) website members: - Interview with @MichaelGielkens on holdings and serial acquirers. - Interview with author and fund manager adam Seessel on value investing in the digital age. - Interview with fund manager Dan Shuart on quality investing and strategic"
X Link @DutchInvestors 2025-08-23T09:02Z 3518 followers, 2689 engagements

"Evolution tapping into the XXX billion land-based casino market is exciting. A big opportunity for the coming 5-10 years. $EVO $EVO.ST"
X Link @DutchInvestors 2025-10-02T05:11Z 3510 followers, 4561 engagements

"Mark Leonard the founder and CEO of Constellation Software $CSU $CSU.TO is resigning because of health reasons 😢. Following Bloomberg Leonard is 'Irreplaceable'. But is this actually the case - Mark Miller CSUs former COO will be the new president and has tons of experience (20 years at CSU). - Due to CSUs decentralized structure the impact of this transition might not have that much impact. We wish Mark Leonard all the best and a speedy recovery. What are your thoughts on this matter"
X Link @DutchInvestors 2025-09-26T01:16Z 3504 followers, 2201 engagements

"Dino Polska's $DNP.WA road to 7000 stores 🛣 Let us be clear. This is a very optimistic scenario. But what if In this thread we'll break down how Dino Polska could reach 7000 stores and the corresponding return🦖"
X Link @DutchInvestors 2025-10-06T18:49Z 3518 followers, 5255 engagements

"I assumed that my bubble was the truth. 🫧 Well The Netherlands is a small country and a small market for players like Diageo $DGE. In my environment people don't drink less. But I live in the suburbs play football etc. That's a very different environment compared to a big city in the U.S. If I totally realized that it would make the case to invest a lot weaker"
X Link @DutchInvestors 2025-10-03T17:41Z 3507 followers, 1016 engagements

"Ten examples of risks Kinsale $KNSL insures so you can get a better grasp of the business: X. A business located in a high-crime area where the risk of burglary is very high. X. A seller of childrens toys imported from China where there is a risk of children getting sick. X. A pharmaceutical company that tests its drugs on humans. X. A gun shop with a history of criminal incidents. X. A dentist accused of sexual misconduct with a patient. X. Property damage occurring in high-risk areas. X. Coverage for environmental damage X. Cybersecurity data breaches. X Recalls of products for companies"
X Link @DutchInvestors 2025-10-13T19:31Z 3518 followers, 1764 engagements

"I'm looking for new stocks to analyze. Give me your current best idea + short thesis or reasoning"
X Link @DutchInvestors 2025-10-11T08:38Z 3506 followers, 1193 engagements

"@TheDebtReaper @Text_IR_Team We just covered one: Wolters Kluwer $WKL.AS. You can also think of RELX. Good job on Nedap"
X Link @DutchInvestors 2025-10-03T16:28Z 3514 followers, XXX engagements

""Succesful investing is about managing risk not avoiding it" - Benjamin Graham In this free article and podcast we analyze three potential scenarios for the alcohol & spirits industry $DGE $RI $CPR"
X Link @DutchInvestors 2025-09-08T20:09Z 3507 followers, 1291 engagements

"(2/9) Kinsale $KNSL and other E&S insurers leverage their freedom of rate and form a flexibility standard insurers do not have to offset higher risks. This approach often allows E&S players to achieve high profitability. It's not only that Kinsale asks high premiums they also exclude a lot of situations in which coverage is excluded. This makes the loss ratio of Kinsale superb while the retention ratio is low"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, XXX engagements

"Evolution $EVO.ST is rapidly growing in the U.S. - Evolution is now active in all X legalized states in the U.S. - North America grew XX% Y/Y in Q2 2025. - Caesars expanded its partnership with Evolution. - Besides expanding its partnership with Caesars Evolution also announced a new partnership with Ballys Corporation in Q2"
X Link @DutchInvestors 2025-07-19T14:24Z 3518 followers, 3967 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"
X Link @DutchInvestors 2025-07-03T12:04Z 3518 followers, 2379 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🧵"
X Link @DutchInvestors 2025-07-29T09:16Z 3514 followers, 36K engagements

"Not sure whether Im looking at $HIMS stock chart or the Rocky Mountains"
X Link @DutchInvestors 2025-10-11T17:18Z 3518 followers, 3298 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"
X Link @DutchInvestors 2025-07-22T13:35Z 3518 followers, 4656 engagements

"Dino Polska $DNP.WA presented its Q3 results today. Here are the highlights X. Dino added XXX stores in the past quarter a big ramp up. The total store count is 2572 now. 🏬 X. LFL sales in first X months of 2024 is up X basispoints more (4.9%) than food inflation which is positive. In comparison Biedronka showed negative LFL sales in the same period meaning $DNP.WA is gaining market share over them"
X Link @DutchInvestors 2024-11-07T22:50Z 3514 followers, 5157 engagements

"One hell of a ride: $TSM"
X Link @DutchInvestors 2025-10-06T13:56Z 3508 followers, 4369 engagements

"I ignored capital allocation. 💸 Diageo's $DGE management kept increasing dividends while the business didn't grow earnings. Even worse the company took on debt to fund distribution to shareholders. It made the company inflexible. The result is that $DGE is now forced to focus on paying off debt instead of doing attractive acquisitions"
X Link @DutchInvestors 2025-10-03T17:41Z 3507 followers, XXX engagements

"Another stimulus $DNP.WA: I sense that the Polish people are very proud on their companies and prefer domestic brands rather than international ones. Biedronka is owned by a Portugese company while Lidl is German"
X Link @DutchInvestors 2025-10-09T11:39Z 3518 followers, 1920 engagements

"Ezugi a subsidiary of Evolution $EVO $EVO.ST is set to expand its presence in Brazil with the operator SkillOnNet . It seems that Ezugi has successfully passed the test of SkillOnNet. Ezugi has proven itself to be a standout partner with an exceptional product and were excited to deepen our collaboration.""
X Link @DutchInvestors 2025-08-31T09:24Z 3508 followers, 1740 engagements

"This is why you should use Wise $WISE.L instead of ING $ING $INGA.AS to withdraw foreign currency"
X Link @DutchInvestors 2025-09-19T07:35Z 3515 followers, 2084 engagements

"🚨 New company analysis 🔔 We just released a brand-new deep dive with 20+ page research report and podcast on the company Edenred $EDEN.PA Available to all TDI-members in our TDI-Dashboard. You can find it here"
X Link @DutchInvestors 2025-08-08T18:01Z 3514 followers, 1370 engagements

"Currently analyzing an often-overlooked Japanese railway company: Central Japan Railway Company $9022.T After the privatization of Japans national railway system in 1987 It was divided into six regional passenger companies four of which are publicly traded. Central Japan Railway Company lies at the heart of Japans transport network connecting Tokyo Kyoto and everything in between. The region it serves generates an economic output larger than that of France the U.K. or Brazil. Its massive. In a month or two our TDI members will receive a detailed report on whether this railway company could be"
X Link @DutchInvestors 2025-10-12T19:41Z 3518 followers, 2200 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)"
X Link @DutchInvestors 2025-06-23T08:10Z 3514 followers, 1507 engagements

"Just remember: buying a holding company is a bet on two things: 1) the underlying asset and 2) the capital allocator. Want access to the entire Prosus deep dive Head on over to www. thedutchinvestors. com"
X Link @DutchInvestors 2025-10-12T16:57Z 3518 followers, XXX engagements

"The ultimate net-net company This under-the-radar Dutch pharma company could be interesting for netnet investors: those who seek companies trading below their net current asset value effectively buying assets for less than they are worth. $GLPG $GLPG.AS"
X Link @DutchInvestors 2025-08-27T10:46Z 3518 followers, 1860 engagements

"@Kaizen_Investor Thank you @Kaizen_Investor"
X Link @DutchInvestors 2025-10-14T10:55Z 3518 followers, XX engagements

"(6/9) Employees aren't rewarded on the volume they write but on theprofitability. This is key. One thing we like is that not only the management team owns stock but also a lot of employees do"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, XXX engagements

"Markel Group $MKL is actually quite a well-diversified business in terms of operating income: - XX% of EBIT stems from Ventures - XX% of EBIT stems from Investments in bonds and interest -XX% of EBIT stems from Insurance operations"
X Link @DutchInvestors 2025-09-01T17:18Z 3517 followers, 4064 engagements

"Former VP of Diageo $DEO "Many convenience stores in California and this isn't unique to the state cannot obtain spirits licenses but they can have malt licenses. For example 7-Eleven has about 1500 locations across California. Approximately XX% sell beer while only about XX% sell spirits. From a market standpoint spirit wholesalers face challenges in states where it's difficult for convenience stores to get spirits licenses.""
X Link @DutchInvestors 2025-08-14T06:47Z 3508 followers, XXX engagements

"3 lessons after analyzing Tencent and Prosus Being an investor isnt so different from being a CEO. Every dollar spent in one place is a dollar not spent somewhere else. The best compounders are those that master this game. $PRX.AS $TCEHY"
X Link @DutchInvestors 2025-10-12T16:57Z 3518 followers, 1819 engagements

"$WISE.L This is truly unique and we like it. When employees own shares in the company they work for they start thinking like owners (watching costs seizing opportunities etc.)"
X Link @DutchInvestors 2025-10-08T08:40Z 3516 followers, 3924 engagements

"Sam Altman: I would like TSMC to just build more capacity. Context: the chips designed by AMD Nvidia whoever are all produced by TSMC. If TSMC doesnt adds capacity fast they are the bottleneck. $TSM $AMD $NVDA $ASML"
X Link @DutchInvestors 2025-10-08T18:35Z 3508 followers, 1644 engagements

"Were more in favor of organic growth as acquisitions always carry the risk of overpaying or facing integration challenges. Hopefully it wont be a major acquisition. Nonetheless we have great confidence in Simon Wilson. $MKL"
X Link @DutchInvestors 2025-10-05T11:15Z 3518 followers, 4406 engagements

"Stock 2: MSCI $MSCI is a toll booth on trillions in global capital. ✅ XX% recurring revenue ✅ XX% gross margins ✅ Switching costs are sky-high ✅CEO owns $XXX billion in stock We love the wide moat margins & mission. But with a 37x P/E were still on the sidelines. However it's getting pretty close"
X Link @DutchInvestors 2025-10-05T16:03Z 3511 followers, XXX engagements

"Dark clouds continue to gather over Evolution $EVO $EVO.ST A Bloomberg report citing court filings revealed that current and former executives at the Stockholm-based online gambling company were secretly recorded discussing how its casino games reached illegal markets. According to documents submitted to a New Jersey court private intelligence firm Black Cube captured footage of Evolution executives describing how the companys casino games made their way to countries under U.S. sanctions including Iran and Sudan as well as China where gambling is illegal. The recordings were taken between"
X Link @DutchInvestors 2025-08-13T09:58Z 3518 followers, 2332 engagements

"Constant pursuit of operational efficiency is essential for companies in markets without competitive advantages. When you dont have pricing power or brand loyalty on your side every percentage point in margin matters. Think of airlines like Ryanair $RYAN which thrives on ruthless cost discipline. Walmart $WMT whose scale and logistics efficiency turn thin margins into massive profits. Southwest Airlines $LUV which built its success on simple operations quick turnarounds and standardized fleets to keep costs low"
X Link @DutchInvestors 2025-10-12T19:39Z 3518 followers, XXX engagements

"Wise $WISE.L with another direct integration (PESONet Philippines ) This means faster and cheaper payments for Filipinos. Wise as a major player in the Philippine remittance market now processing XX% of all inward personal remittances ()"
X Link @DutchInvestors 2025-08-22T08:18Z 3518 followers, 1110 engagements

"New customer win for $WISE $WISE.L Platform 👏 Soon $GOOGL users in the U.S. will be able to access Wise's services powered by Wise Platform on Google Wallet online or by searching for select currency exchange rates on Google Search"
X Link @DutchInvestors 2025-08-13T09:28Z 3507 followers, 1290 engagements

"@InversorGrunion Dlocal is interesting as well Ill share some write ups we did about Adyen:"
X Link @DutchInvestors 2025-09-28T13:25Z 3508 followers, XXX engagements

"Adyens CEO & Co-founder Pieter van der Does on the lowest costs combined with highest quality: If you accomplish what we what we were after that means that the highest quality comes at the lowest cost which is somewhat unusual. But that means that you have to build everything yourself because if you're if you have it all in house if you have all connections to all end points if you don't make use of other platforms by nature you have the lowest cost and in this model the lowest cost goes together with the highest quality because you control everything. $ADYEN $ADYEN.AS"
X Link @DutchInvestors 2025-09-28T11:55Z 3508 followers, 1316 engagements

"The CEO of Evolution Martin Carlesund just bought 100000 Evolution shares worth about XX MSEK (6 million). A major sign of confidence given that this is about two times his annual base salary $EVO $EVO.ST"
X Link @DutchInvestors 2025-06-16T08:07Z 3518 followers, 5210 engagements

"Bitcoins past price increases dont make it an investment. That makes it a successful speculation so far. Investing means owning something that produces value (profits rent interest). Bitcoin produces nothing. It's based on the greater fool theory. Its price depends entirely on what others are willing to pay later. Thats not value creation. Long-term investing in productive assets has a positive expected return; gambling and speculation rely on belief and timing. So while Bitcoin isnt random like roulette its still a bet not a business"
X Link @DutchInvestors 2025-10-12T14:26Z 3508 followers, XX engagements

"Here's what's coming for TDI-members: - Oct. 3rd - Prosus deep dive $PRX - Oct. 16th - Diploma PLC deep dive $DPLM.L - Oct. 31st -Alphabet deep dive $GOOGL - Nov. 14th - TBD - Nov. 28th - Central Japan Railway"
X Link @DutchInvestors 2025-09-23T17:24Z 3511 followers, XXX engagements

"Evolution's $EVO $EVO.ST figures are out and at first glance they are underwhelming. YoY revenue growth has collapsed to just 3.9%. Primarily due to stricter regulations in their unregulated markets and improved cybersecurity measures (see recent hacking incidents) in Asia"
X Link @DutchInvestors 2025-04-30T08:34Z 3514 followers, 13.5K 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"
X Link @DutchInvestors 2025-07-27T12:46Z 3518 followers, 2922 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"
X Link @DutchInvestors 2025-07-05T15:24Z 3518 followers, 5819 engagements

"So sad to see this playing out now I love what I'm doing and don't want to stop unless my health deteriorates. Mark Leonard 2015 President's Letter $CSU.TO"
X Link @DutchInvestors 2025-10-04T14:16Z 3518 followers, 1546 engagements

"💫Idea 3: PAR Technology - $PAR This tiny software company is trying to build the unified OS for enterprise restaurants and others. They process $XXX billion in transactions annually with clients like Burger King Arby's and Carls Jr. The high switching costs and a platform strategy make them incredibly sticky. Major growth driven by operators consolidating tech vendors"
X Link @DutchInvestors 2025-10-04T17:56Z 3518 followers, 1361 engagements

"After Copart $CPRT dropped more than XX% some respected investors scooped up the shares. So did one of our analysts after he conducted his Copart analysis. Become a member and get access to all our personal portfolios and transactions"
X Link @DutchInvestors 2025-09-04T07:08Z 3518 followers, 3732 engagements

"(8/9) All in all the high-volume low-ticket E&S market is highly attractive for Kinsale $KNSL due to its low-cost structure whereas it isnt for most higher-cost insurers. Kinsale has successfully carved out an ultra-profitable niche. The stock has returned over XX% a year since the IPO in 2016"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, XXX engagements

"(7/9) What makes Kinsale $KNSL stand out Well three things: - Kinsale focuses exclusively on the U.S. Excess & Surplus (E&S) market. - They have an in-house build technology stack which makes them way more efficient than other E&S insurers (who often use 10+ legacy systems). It took Kinsale X years to build their IT-system; - Kinsale controls both underwriting and claims management for small-premium policies in-house. Most other insurers outsource one or both functions leading to higher costs slower processes and misaligned incentives. Kinsales integrated approach allows it to issue quotes"
X Link @DutchInvestors 2025-10-14T08:35Z 3518 followers, XXX engagements

"Constellation Software founder and President Mark Leonard comments on $CSU valuation. "Iam not a big fan of generating market rates of return. If you want to generate a 6%-8% rate of return by buying an ETF go for it and we're part of those ETFs. And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20%+ rates of return then I'd love that but you probably have to buy Constellation at 1/4 of the current price to do that." Source: 2025 AGM CSU"
X Link @DutchInvestors 2025-07-10T10:25Z 3518 followers, 8257 engagements