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@DutchInvestors Avatar @DutchInvestors The Dutch Investors 🦁

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance technology brands countries cryptocurrencies travel destinations fashion brands social networks luxury brands automotive brands

Social topic influence googl, $googl, $adyen, $ryaay, $cprt, $lotbbr, longterm, asml, $wisel, $lvmh

Top assets mentioned Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Microsoft Corp. (MSFT) Markel, Corp. (MKL) Cheeseball (CB) Kinsale Capital Group, Inc. (KNSL) Planet Fitness, Inc. (PLNT) Taiwan Semiconductor (TSM) Ferrari N.V. (RACE) DLocal Limited Class A Common Shares (DLO) KONINKLIJKE PHILIPS N.V. (PHG) Booking Holdings Inc (BKNG) American International Group Inc (AIG) Progressive Corp (PGR) Aon PLC (AON) Otis Worldwide Corp (OTIS)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 Avatar @DutchInvestors on X 2025-07-21 17:04:24 UTC 2851 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 Avatar @DutchInvestors on X 2025-07-21 12:42:59 UTC 2853 followers, 6500 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 Avatar @DutchInvestors on X 2025-07-23 20:55:18 UTC 2846 followers, XXX engagements

"One of the signs of RyanAir's long-term perspective and financial health: hedging years ahead to minimize oil fluctuation impact. For FY XX XX% is hedged against $XX a barrel"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 18:37:06 UTC 2845 followers, XX engagements

"$GOOGL is growing in every region grom around the globe. Anywhere between 12-19% YoY. Solid"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:23 UTC 2846 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 Avatar @DutchInvestors on X 2025-07-21 12:43:01 UTC 2852 followers, XXX engagements

"Another positive: theres a growing focus on building synergies across the group. For example Indias Swiggy is expanding beyond food now delivering bedsheets drinks and household goods. They've also partnered with PharmEasy to deliver prescription and OTC meds in under XX minutes in some cities. Thats interesting. You can see the network effects starting to emerge. $SWIGGY.BO Take Meesho and PayU: one has commerce data the other has payments data. Combine them and you can underwrite merchant risk far better than using just one. Thats real strategic value"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-26 12:32:22 UTC 2850 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 Avatar @DutchInvestors on X 2025-07-13 07:55:15 UTC 2850 followers, 2102 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 Avatar @DutchInvestors on X 2025-07-10 18:14:24 UTC 2846 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-10 20:37:23 UTC 2846 followers, 1757 engagements

"@stonkmetal Markel ASML Greggs Teqnion Are those company on your radar You might find them interesting"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-25 18:53:12 UTC 2852 followers, 1067 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 Avatar @DutchInvestors on X 2025-07-17 15:15:37 UTC 2850 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 Avatar @DutchInvestors on X 2025-07-12 17:01:20 UTC 2852 followers, XXX engagements

"Alphabet $GOOGL's parent company just released it's Q2 FY25 earnings. 🧵Here is everything you need to know"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:16 UTC 2846 followers, 2491 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 Avatar @DutchInvestors on X 2025-07-24 14:05:01 UTC 2852 followers, XXX engagements

"Microsofts $MSFT view on payments. Their Dynamics XXX Commerce platform is tightly integrated with Adyen $ADYEN $ADYEN.AS"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-18 10:40:30 UTC 2852 followers, 1144 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 Avatar @DutchInvestors on X 2025-07-24 19:07:06 UTC 2852 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-16 11:48:04 UTC 2849 followers, XXX engagements

"@CCM_Brett @fiscal_ai Truly amazing how quickly profits can deteriorate when competition intensifies"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-25 18:55:01 UTC 2851 followers, XX 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 Avatar @DutchInvestors on X 2025-07-23 16:37:30 UTC 2846 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-22 13:35:24 UTC 2852 followers, 4511 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 Avatar @DutchInvestors on X 2025-05-06 11:14:02 UTC 2852 followers, 6137 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 Avatar @DutchInvestors on X 2025-07-23 18:37:07 UTC 2845 followers, XX 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 Avatar @DutchInvestors on X 2025-07-24 19:07:08 UTC 2851 followers, XXX engagements

"Booking $BKNG just reached an all-time high of $5768 becoming a 10-bagger since its IPO. If you somehow managed to buy Booking Holdings at its lowest point ($6.60) you'd have an 86-bagger. Not bad. ✈"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-30 19:47:45 UTC 2850 followers, XXX engagements

"Something to keep in mind for Alphabet. Alphabet used to be (and still is mostly) a software-first company. Due to AI Alphabet is now spending tens of billions on infrastructure which is far more capital-intensive than its traditional business. Over the trailing twelve months they've spent $XX billion on property plant and equipment (PP&E) a serious ramp-up primarily to support AI workloads (data centers custom chips like TPU networking gear etc.). This MIGHT cause free cash flow to be more volatile and unpreditcable"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:21 UTC 2846 followers, XXX 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 Avatar @DutchInvestors on X 2025-06-23 08:10:51 UTC 2853 followers, 1370 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 Avatar @DutchInvestors on X 2025-07-11 07:09:37 UTC 2848 followers, XXX engagements

"If we look at operational profits (EBIT) it gets worse for $LVMH Wines and spirts: XXX million (-33%) Fashion & Leather: XXXX billion Perfumes & Cosmetics: XXX million Watches & Jewelery: XXX million Selective retailing: XXX million"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 19:06:58 UTC 2852 followers, XXX engagements

"Alphabet $GOOGL is transitioning from a pure software company into a software + infrastructure hybrid much like AWS. While this opens up huge new revenue pools (AI cloud chips) it also comes with heavier capital commitments and a more industrial balance sheet. The question for investors is: Will the future returns justify the upfront capital"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:22 UTC 2846 followers, XXX engagements

"@Moneyfacturers Aah my bad I misread that. I read no discount 😅"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-25 13:57:15 UTC 2852 followers, X 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 Avatar @DutchInvestors on X 2025-06-19 07:18:22 UTC 2849 followers, 1350 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 Avatar @DutchInvestors on X 2025-07-10 07:57:44 UTC 2849 followers, XXX engagements

"Google Cloud is growing. The insane demand and increased use of AI is turning the cloud business into a gold mine. $GOOGL cloud's EBIT margin is slowly but surely showing it's strength and profitability. Now hovering around 14%. There should be a LOT more room to expand this. (AWS is currently 37%+ EBIT margin)"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:20 UTC 2846 followers, XXX engagements

"Watches & Jewelry: Revenue declined -X% EBIT profits declined XX% to XXX million EBIT margin declined from XX% to 15%"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 19:07:03 UTC 2851 followers, XXX engagements

"One of our favorite quotes from $CPRT's founder Willis Johnson is fantastic life advice. He stated: "Take care of the business and the business will take care of itself." This quote obviously fostered a culture of hard work at Copart leading to a 32000% stock price increase since inception. But the quote can also be applied to many other areas in life. Here are some examples. Take care of your investments and the compounding will take care of itself. Take care of your relationship and your relation will take care of itself. Take care of your children and your children will take care of"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-18 18:39:48 UTC 2852 followers, 1633 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 Avatar @DutchInvestors on X 2025-07-10 21:33:19 UTC 2850 followers, XX 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 Avatar @DutchInvestors on X 2025-06-28 10:26:32 UTC 2851 followers, 1982 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 Avatar @DutchInvestors on X 2025-07-24 19:07:09 UTC 2853 followers, 1733 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 Avatar @DutchInvestors on X 2025-07-21 06:28:50 UTC 2853 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-26 19:56:06 UTC 2853 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 Avatar @DutchInvestors on X 2025-07-01 16:52:11 UTC 2850 followers, 1765 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 Avatar @DutchInvestors on X 2025-07-04 14:58:35 UTC 2838 followers, XXX engagements

"Load factor is stable and strong with XX% among the industry's best players. The total number of passengers rose with X% compared to a year before. Best-in-class balance sheet with a net cash position; which is very rare for an airline business which are usually drown in debt"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 18:37:06 UTC 2845 followers, XX engagements

"Number of clubs 🏢 Basic-Fit: 1575 (+12% Y/Y) The Gym Group: XXX (+5% Y/Y) Planet Fitness: 2722 (+3% Y/Y) Locations 🌎🌍 Basic-Fit: Europe (mainly in France The Netherlands and Belgium) The Gym Group: Fully focussed on the U.K. Planet Fitness: Mainly focussed on North-America but also gyms in Spain and Australia $BFIT.AS $GYM.L $PLNT"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 11:37:23 UTC 2852 followers, XXX engagements

"Copart's $CPRT strategy was partly based on Disneyland $DIS. Copart's founder Willis Johnson's idea was as follows. In Disneyland customers buy a ticket to enter the theme park. Once inside customers are being tempted to buy even more things. Think of food and beverages a picture with Mickey Mouse and a fast-track pass. Copart members (buyers) have to make a $XXX deposit after which they obtain access to the platform. Once involved in bidding for salvage cars Copart receives several fees. Think of gate fees a winning bid fee a storage fee and possible transportation fees. By utilizing this"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-08 20:04:45 UTC 2849 followers, 2565 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 Avatar @DutchInvestors on X 2025-07-23 18:37:08 UTC 2848 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"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-25 10:13:49 UTC 2852 followers, 15.2K 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 Avatar @DutchInvestors on X 2025-07-14 07:03:55 UTC 2834 followers, XX engagements

"Let's go through each business group to better understand where the pain (and potential growth) lies. Wines and spirits: EBIT profits dropped by XX% EBIT margin declined to XXXX% (down from 27.7%) Especially cognac & spirits are struggling (-15% YoY). Lower demand in China and U.S"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 19:06:59 UTC 2852 followers, XXX engagements

"Food delivery That said food delivery is still a brutal business. Margins are razor-thin because most people wont pay $5-$15 for delivery so fees stay low to boost GMV. Prosus owns or is invested in iFood Swiggy Delivery Hero Flink Oda Foodics and soon Just Eat Takeaway $TKWY"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-26 12:32:22 UTC 2852 followers, XXX engagements

"Just X days before earnings Ferrari hit an all-time high of $XXX or a market cap of $XX billion. $RACE has delivered+21% YTD. Perfect example of a high-quality company run by superb management"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 17:59:53 UTC 2852 followers, 1331 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 Avatar @DutchInvestors on X 2025-07-25 14:53:56 UTC 2852 followers, 1625 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 Avatar @DutchInvestors on X 2025-06-28 10:26:33 UTC 2848 followers, XXX engagements

"3) $WISE.L remains focused on the long-term opportunity and becoming the network for the worlds money. While this quarter was at the low end of their guidance of 15-20% underlying income growth namely XX% they still expect this to be reachable for FY 2026. 💪🏼"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-17 15:15:38 UTC 2847 followers, XXX engagements

"@pedroleongarci2 @LuigiTapioca Zhang said in the earnings call This year weve made X acquisitions. Were not done yet or something like that"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 13:29:15 UTC 2845 followers, XXX engagements

"Copart $CPRT: $X to dividends $X to buybacks $X debt on balance sheet Can you name companies with similar rare statistics"
@DutchInvestors Avatar @DutchInvestors on X 2025-06-23 07:51:49 UTC 2850 followers, 1799 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 Avatar @DutchInvestors on X 2025-07-17 15:15:35 UTC 2852 followers, 12.4K 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 Avatar @DutchInvestors on X 2025-07-06 08:38:50 UTC 2852 followers, XXX engagements

"Copart $CPRT: From junk yard to $XX billion dollar business. 🗑🚙 Currently reading this great book by founder Willis Johnson as part of our Copart analysis. The article and pitch will be published for premium members on the 27th of June. 🦁"
@DutchInvestors Avatar @DutchInvestors on X 2025-05-30 13:24:02 UTC 2848 followers, 2025 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 Avatar @DutchInvestors on X 2025-07-24 19:07:04 UTC 2851 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-12 17:01:16 UTC 2852 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-03 12:04:56 UTC 2853 followers, 2300 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 Avatar @DutchInvestors on X 2025-03-17 18:05:35 UTC 2852 followers, XXX 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 Avatar @DutchInvestors on X 2025-06-12 17:44:23 UTC 2851 followers, 1277 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 Avatar @DutchInvestors on X 2025-07-13 15:05:08 UTC 2847 followers, 2282 engagements

"$GOOGL is growing revenue on each of segments and on all metrics. Impressive at this size Alphabet increased its employees by 8k YoY. The race for the best and brightest AI-talent is not slowing down. Interestingly enough Google service (Ads YT etc.) is becoming more profitable. From XX% EBIT in FY23 to XXXX% in FY25"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:20 UTC 2847 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-23 18:37:05 UTC 2846 followers, XXX engagements

"Overall I would say a pretty good Q2 for $GOOGL. The real question remains; will AI kill the search business If you answer is "yes" then Google is way to expensive. If your answer is "no" then Google might be worth taking a closer look. Let us know your thoughts on Alphabet 💬"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-23 20:55:24 UTC 2846 followers, XXX engagements

"I missed some of the percentages increase and decreases for $LVMH EBIT (Operating income). Here's the completed list: Wines and spirits: XXX million (-33%) Fashion & Leather: XXXX billion (-18%) Perfumes & Cosmetics: XXX million (-4%) Watches & Jewelry: XXX million (-13%) Selective retailing: XXX million (+12%)"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 19:14:16 UTC 2853 followers, 5980 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 Avatar @DutchInvestors on X 2025-07-23 18:37:04 UTC 2853 followers, 1561 engagements

"@janklp It ain't looking too good at the moment Jan. You still holding Dior Or sold it already"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 20:08:49 UTC 2852 followers, XXX 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 Avatar @DutchInvestors on X 2025-07-23 20:55:18 UTC 2848 followers, XXX engagements

"Whos the next foundry business that wont be able to keep up $INTC (👈🏽 our pick) $SSNLF $TSM"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-21 09:16:00 UTC 2849 followers, 2371 engagements

"A comparison between Basic-Fit $BFIT.AS Gym Group $GYM.L and Planet Fitness $PLNT 🏋🧵 Three low-cost gym chains. All publicly listed. But who has the best margins Who operates the most clubs And where do they compete Lets find out 👇 All figures as of December XX 2024"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-24 11:37:22 UTC 2852 followers, 1349 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 Avatar @DutchInvestors on X 2025-07-10 18:27:34 UTC 2852 followers, XXX engagements

"One of Belgium's finest companies is down XX% 🍪 In the past six months Lotus Bakeries $LOTB.BR is down 32%. 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 Avatar @DutchInvestors on X 2025-03-17 18:05:34 UTC 2839 followers, 3043 engagements

"The KING of handling salvage vehicles: Copart $CPRT 👑🚗 With X of the greatest quotes we could find this article reveals Copart's strengths perfectly. From founder Willis Johnson to competitor IAA to its current CEO. We included it all. Link below"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-02 18:15:24 UTC 2852 followers, 2152 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"
@DutchInvestors Avatar @DutchInvestors on X 2025-07-10 10:25:11 UTC 2848 followers, 5499 engagements