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@DutchInvestors Avatar @DutchInvestors The Dutch Investors 🦁

The Dutch Investors 🦁 posts on X about $dnpwa, $wisel, wise, $evost the most. They currently have XXXXX followers and XX 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 finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% travel destinations XXXX% luxury brands XXXX% automotive brands XXXX% currencies XXXX% agencies XXXX%

Social topic influence $dnpwa #2, $wisel #2, wise #765, $evost #4, $adyenas #20, asml #37, $knsl #2, $asmlas #1, $evo #2, inflation #1599

Top accounts mentioned or mentioned by @joinyellowbrick @jwestergaa11906 @latticeinvestor @thedebtreaper @n23618 @textirteam @olensrud @toddhaushalter @quartrapp @sonnysauce @bia42175 @galtdaddy @hedge_simply @dukeinshadows @agnombela @rhomboid1mf

Top assets mentioned Kinsale Capital Group, Inc. (KNSL) RigoBlock (GRG) Markel, Corp. (MKL) Ferrari N.V. (RACE) NuCypher (NU) Msci Inc (MSCI) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Wise (WISE) Cheeseball (CB) Aon PLC (AON) Progressive Corp (PGR) American International Group Inc (AIG) Hasbro, Inc. (HAS) Unilever plc (UL) Robotics Intelligence (RI) Cipher (CPR) Charg Coin (CHG) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT)

Top Social Posts

Top posts by engagements in the last XX hours

"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 2025-10-14T08:35Z 3847 followers, 3760 engagements

"Constellation Software founder and President Mark Leonard comments on $CSU valuation. "l am 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 XX% + 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.TO"
X Link 2025-11-25T22:40Z 3847 followers, 47.4K 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 2025-06-16T08:07Z 3841 followers, 5242 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 2025-10-06T18:50Z 3843 followers, XXX 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 2025-10-06T18:50Z 3843 followers, XXX engagements

"@JWestergaa11906 We'd love a short thesis or reasoning"
X Link 2025-12-05T21:21Z 3839 followers, XX engagements

"Do you know Greggs $GRG A British bakery chain that is known for its sausage roll. It has more locations than McDonalds and Starbucks combined in the UK It is growing XX% per year on average and has a XX% ROIC. Check our article below"
X Link 2024-08-09T16:09Z 3849 followers, XXX engagements

"Sausage roll-seller Greggs $GRG has grown at a good X% per year in revenues since 2010 Is the company a better alternative than companies such as McDonalds and Dominos We did a deep dive which is available on our website"
X Link 2024-12-17T09:18Z 3849 followers, XXX 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 2024-12-30T09:00Z 3849 followers, 1688 engagements

"$GRG is down XX% today following earnings. Here is a short summary: - Growth lower than expected at XXX% in Q4 bringing total growth for 2024 to 11.3%. - Like-for-like (LFL) sales grew by XXX% but have been declining for nine consecutive quarters. - Greggs attributes this to lower consumer confidence and reduced foot traffic in shopping streets. - Inflation appears to be driving up costs. - A strong pipeline of opportunities supports plans to maintain the momentum of new shop openings in 2025 targeting XXX to XXX net openings including XX planned relocations"
X Link 2025-01-09T13:22Z 3849 followers, XXX 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"
X Link 2025-01-15T10:31Z 3848 followers, 7416 engagements

"Dino Polska $DNP.WA posted Q1 results yesterday 🦖 Food inflation surpassing LFL sales by big margin. Let's break it down 🧵"
X Link 2025-05-16T11:53Z 3848 followers, 16.4K engagements

"Did you know Wise $WISE.L earns interchange fees 💳 Every time you pay with your Wise card Wise earns a small cut called the interchange fee. This turns their card offering from a one-time revenue source into a recurring and more reliable income stream. Source: Annual Report 2021"
X Link 2025-06-14T15:44Z 3848 followers, 1484 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 2025-06-23T08:10Z 3843 followers, 1545 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 2025-07-03T07:48Z 3847 followers, 4887 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 2025-07-03T12:04Z 3848 followers, 2417 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 2025-07-05T15:24Z 3848 followers, 5837 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"
X Link 2025-07-06T08:38Z 3849 followers, 1138 engagements

"This is why fintechs like Wise and Revolut will win 😳 $WISE.L"
X Link 2025-07-11T17:37Z 3848 followers, 6628 engagements

"Unilever's ice cream division is going public in November on the Amsterdam Stock Exchange 🍦 Brands include Ben & Jerry's Magnum & Wall's (Calippo Cornetto etc.) We'll keep a close eye 👀 $UL $UNA.AS $ULVR.L"
X Link 2025-07-31T06:48Z 3844 followers, 1917 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 2025-08-19T15:25Z 3847 followers, 2646 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 2025-08-27T10:46Z 3844 followers, 2174 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 2025-09-08T20:09Z 3848 followers, 1497 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 2025-09-19T15:00Z 3848 followers, 1592 engagements

"Want a new company deep dive every XX days And vote on the companies we analyze Become a TDI-member. $LIFCO.B $CHG $NU $CJPRY"
X Link 2025-09-20T07:35Z 3843 followers, 1262 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 2025-10-02T05:11Z 3848 followers, 4808 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 2025-10-04T09:50Z 3843 followers, 2940 engagements

"Stock 4: Visa $V doesnt lend money. All it does is take a tiny cut every time you pay. 212B transactions $13T in volume XX% gross margins. Its the ultimate business model. Were sold on the model the moat future growth and margins but its priced like royalty. Highest-quality business wrong moment (for us). Patience required"
X Link 2025-10-05T16:03Z 3843 followers, XXX 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 2025-10-06T18:49Z 3843 followers, 6016 engagements

"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 2025-10-06T18:49Z 3843 followers, XXX 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 2025-10-08T08:40Z 3848 followers, 4397 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 2025-10-09T11:39Z 3847 followers, 2149 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 2025-10-12T16:57Z 3846 followers, 2442 engagements

"1 $MSCI 💡 Lesson: Indexing is the ultimate toll bridge MSCI doesnt manage any money. It just licenses its indexes and every ETF tracking them pays a fee. As AUM grows MSCI earns more without lifting a finger. 👉 Own the benchmark and the market works for you. Image by @Quartr_App"
X Link 2025-10-22T09:06Z 3843 followers, XXX engagements

"2 Geberit $GEBN 💡 Lesson: Even hidden products can win if you pull demand instead of pushing supply. Geberit sells systems hidden behind walls. Their secret They 'pull' demand by training 60000+ plumbers a year. Plumbers trust them. Customers never switch. 👉 If your brand is built on quality and reliability you dont fight for visibility you earn it"
X Link 2025-10-22T09:06Z 3843 followers, 1631 engagements

"Serial Acquirer Battle Teqnion $TEQ.ST VS Diploma $DPLM.L Which one do we prefer Read it in our latest article Link below"
X Link 2025-10-23T06:56Z 3848 followers, 1643 engagements

"For some this might just look like a factory packed with machines. To us its a symphony every instrument mastering its craft for decades each with its own role all working toward one goal: producing the most advanced chips. $ASML $ASML.AS $LRCX $AMAT $BESI.AS $TYO"
X Link 2025-10-27T22:01Z 3848 followers, 1267 engagements

"Something we really dislike about Evolution $EVO.ST: they use optical illusions to make their results look better or less bad than they actually are. Check the first chart: looks great right But its only a XXX% Y/Y and XXX% Q/Q increase. Now look at the next chart: seems not too bad right Wrong: its actually a XXX% Y/Y decline and a XXX% Q/Q drop. They manipulate the y-axis scale to exaggerate or downplay results. Not good. #Evolution #EvolutionAB"
X Link 2025-10-28T14:54Z 3848 followers, 12.3K engagements

"Two companies two PSPs yet worlds apart. Adyen $ADYEN.AS: XX% growth (23% cc) and steady outlook. Fiserv $FI: Revenue growth of X% and profit warning. Legacy vs non-legacy"
X Link 2025-10-29T13:44Z 3846 followers, 3234 engagements

"Scale Economies Shared is one of the rarest and strongest moats in our opinion. We can only name two companies that truly leverage this strategy: - Wise PLC $WISE.L - Costco $COST Which other companies also fully embrace scale economies shared"
X Link 2025-10-31T11:47Z 3848 followers, 1579 engagements

"$ADYEN.AS VS $DLO Both fintechs but mostly incomparable. In this thread we'll walk you through both players and explore whether they pose a threat to one another. 👇🏼"
X Link 2025-11-01T20:40Z 3846 followers, 2361 engagements

"If Biedronka $JMT.LS one of Dino Polskas main competitors can grow sales by XXX% with +3.6% LFL in Q3 2025 then we believe Dino Polska $DNP.WA could grow around XX% and X% LFL. Dino reports Q3 2025 Thursday November 6th"
X Link 2025-11-02T16:48Z 3843 followers, 2276 engagements

"While $EVO.ST was once viewed as a growth stock it has lost some of its shine and now trades more like a value stock at a P/E of XX. The key question is whether Evolution can reignite revenue growth. After expanding by over XXX% Y/Y during the 2021 pandemic boom the company has now faced its first revenue decline in Q3 2025. Yet with the online casino market still growing around XX% annually we expect Evolutions revenues to resume an upward trend in the coming quarters/yearsmaking todays valuation appealing"
X Link 2025-11-03T13:49Z 3847 followers, 4865 engagements

"$WISE.L H1 2026 What investors need to know 👇 Wise remains one of the most customer-centric companies in the industry. Their continued decision to lower the take-rate on cross border transactions and their heavy investments in product development continue to put pressure on margins. The company is still growing at a steady pace with revenue up XX percent and underlying income up XX percent. Yet underlying profit declined sharply year over year by XX percent. The main driver is a significant rise in administrative expenses which increased XX percent year over year. Even though key metrics"
X Link 2025-11-06T08:44Z 3848 followers, 1303 engagements

"Switching costs the moat that keeps customers locked in. Once you're in leaving feels painful expensive time consuming or downright impossible. What are the top X companies with the strongest switching costs in the world 👇🏼 We'll start: $MSFT $AAPL $SAP"
X Link 2025-11-12T08:52Z 3849 followers, 1103 engagements

"💡 Check out the key takeaways from Adyens $ADYEN.AS Investor Day including an update into the companys valuation Link in comments👇🏼"
X Link 2025-11-12T12:37Z 3842 followers, XXX engagements

"Wealthsimple a rapidly growing Canadian investment platform has partnered with Wise to facilitate its cross-border transactions. The company manages over $XXX billion in assets under administration. $WISE.L $WISE"
X Link 2025-11-14T11:11Z 3847 followers, 2062 engagements

"ASMLs high-margin service revenue has been a key driver of its growth over the past decade. XXXX% of total revenues in 2012 XXXX% of total revenues in TTM 2025 $ASML.AS $ASML"
X Link 2025-11-16T12:36Z 3848 followers, 1506 engagements

"For certain companies we actually hope for further declines so we can buy them at a more attractive valuation. $ADYEN.AS"
X Link 2025-11-18T09:42Z 3844 followers, 1079 engagements

"At Wise $WISE.L all metrics are moving to the top right; except the take rate which is a good thing"
X Link 2025-11-22T08:39Z 3848 followers, 3508 engagements

"Several 3i Group insiders have been buying shares in the open market including the Chief Operating Officer. Very interesting signal. $III.L $III"
X Link 2025-11-29T21:28Z 3849 followers, 2489 engagements

"Lufthansa one of the leading European airline groups will leverage Adyen'sfinancial technology platform and Klarna from now on. Lufthansa's total revenues in FY 2024 were XXXX billion or $XX billion. PS: Its unlikely that Adyen will handle all transactions from here on but they will likely grow alongside Lufthansa and continue to take a larger share of the payment volume. $ADYEN.AS $ADYEN $KLAR"
X Link 2025-11-30T11:23Z 3848 followers, 1468 engagements

"Why investing in holding companies can be interesting (example Exor) especially with: - high insider ownership - proper capital allocation skills - long-term investment horizon Exor's first investment in Ferrari $RACE dates from 1969. Look how it has paid off"
X Link 2025-12-01T19:05Z 3843 followers, 2418 engagements

"Wise $WISE.L keeps investing in the business and expanding into new regions. South Africa is up next"
X Link 2025-12-01T21:11Z 3849 followers, 1099 engagements

"A new book about ASML (in Dutch). ASML is comments on this book: "Prior to publication of the book we confirmed in writing to the authors that statements made in the book are highly inaccurate and damaging to our reputation reserving our right to take any further action." Don't seem to be that happy with the content"
X Link 2025-12-02T15:32Z 3843 followers, XXX engagements

"Adyen $ADYEN.AS Black Friday - Cyber Monday: Processed Volume: $XX billion (+26.5% Y/Y) Peak Transactions Per Minute: 199000 (last year: 150000 (+33%) Uptime: XXXXXXX% (last year: 99.9999%)"
X Link 2025-12-03T06:49Z 3848 followers, XXX engagements

"Our Christmas Wishlist 🎁 Here are some things investors might ask for this Christmas"
X Link 2025-12-05T16:17Z 3849 followers, XXX engagements

"About $ASML $ASML.AS"
X Link 2025-12-05T16:17Z 3848 followers, XX engagements

"2026 is getting closer which means: XX new deep dives are on the way. Were in the 'idea-gathering phase' right now. Comment your best XX #stocks for us to explore in 2026. Please include a short thesis for each"
X Link 2025-12-05T18:04Z 3843 followers, XXX engagements

"Companies on our Watchlist: $EL.P EssilorLuxotica $COST Costco $DUOL Duolingo $EVO.ST Evolution AB $RYAAY Ryanair $NFLX Netflix $III.L 3i Group (Action) $WKL.AS Wolters Kluwer $DNP.WA Dino Polska $ASML.AS ASML $VISA Visa $GAW.L Games Workshop $MSCI Msci Inc"
X Link 2025-12-10T06:53Z 3848 followers, XXX 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 2025-05-29T16:01Z 3847 followers, XXX engagements

"🚘 AutoNation Q3 XX Highlights $AN 1) Revenue $7.04B (+7% y/y) 2) Adj. EPS $XXXX (+25%) 3) After-Sales profit $597M (+7%) at XXXX% margin 4) CFS profit $375M (+12%) 5) Repurchased $181M in shares (0.8 M shares) 6) Liquidity $1.8B leverage XXXX 7) Same-store-revenue +6% New vehicle volume up but per-unit profit down ($2.3K vs $2.8K 24)"
X Link 2025-10-23T11:03Z 3847 followers, XXX engagements

"Kinsale $KNSL Q3 2025 Highlights Kinsale Capital Group is one of the best insurers on the planet and once again they delivered. The company combined solid growth with an exceptional combined ratio in an increasingly competitive market. Heres our view. 👇"
X Link 2025-10-23T22:24Z 3847 followers, 2810 engagements

"While everyone talks about AI and the next big thing we focus on a category often overlooked yet proven to deliver strong returns: insurance. We'll give you some must-have insights in $MKL and $KNSL. Link to the article in the comments 👇🏼"
X Link 2025-11-03T16:38Z 3847 followers, 2124 engagements

"Adyen has consistently grown by about 2025% annually. During Tuesdays Investor Day (which were attending) we expect management to announce new growth targets of around XX% for the next few years. $ADYEN.AS $ADYEN"
X Link 2025-11-08T19:34Z 3847 followers, 2056 engagements

"Kinsale Capital $KNSL is down XX% YTD. Trading at a P/E of XX. Expected to grow 10-20% a year. Less than X% market share. Is this an opportunity or a value trap"
X Link 2025-11-19T10:25Z 3847 followers, 10.4K engagements

"Last month Wise $WISE.L issued XXX million GBP at a XXX% interest yield likely to finance growth in new markets"
X Link 2025-12-09T20:02Z 3847 followers, XXX engagements

"Stablecoins are seen as a big risk for companies like Wise. Well they're now hiring. What does that tell us $WISE"
X Link 2025-10-21T21:42Z 3847 followers, 1367 engagements

"No-brainer investments dont occur that often but $ASML trading at XXX was such a moment: - XXX% monopoly in EUV - Growth market - Wide moat - Double-digit growth - P/E of XX $ASML.AS"
X Link 2025-12-03T16:34Z 3847 followers, 2063 engagements

"Check out our latest article about Evolution AB $EVO $EVO.ST 👇🏼🤔"
X Link 2025-12-06T15:32Z 3847 followers, 2510 engagements

"Nubank stands out as Latin Americas fintech breakout: XXX million users in Brazil Mexico & Colombia. Its digital no-fee model has grabbed XX% of Brazilian adults fueling massive revenue growth. It dukes it out with giants like Ita $ITUB and Bradesco $BBDO in Brazil and $CIB in Colombia. Interesting company. $NU"
X Link 2025-12-08T18:18Z 3847 followers, XXX engagements

"$WISE.L is one of the rare companies that leverages the scale economies shared model. Its cross-border fees still represent the largest share of revenue but this will likely decline as the company continues to reduce its take rate"
X Link 2025-12-10T15:29Z 3847 followers, XXX engagements