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# ![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1757431687732985856.png) @DutchInvestors The Dutch Investors 🦁

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

### Engagements: XXXXX [#](/creator/twitter::1757431687732985856/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757431687732985856/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +2%
- X Months XXXXXXX +74%
- X Year XXXXXXXXX +456%

### Mentions: XX [#](/creator/twitter::1757431687732985856/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757431687732985856/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +113%
- X Year XXXXX +156%

### Followers: XXXXX [#](/creator/twitter::1757431687732985856/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757431687732985856/c:line/m:followers.svg)

- X Week XXXXX +0.73%
- X Month XXXXX +4.90%
- X Months XXXXX +58%
- X Year XXXXX +257%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1757431687732985856/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757431687732985856/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [agencies](/list/agencies)  XXXX%

**Social topic influence**
[wise](/topic/wise) #651, [$wisel](/topic/$wisel) #1, [$evost](/topic/$evost) #4, [$dnpwa](/topic/$dnpwa) #3, [$adyenas](/topic/$adyenas) 6.74%, [$knsl](/topic/$knsl) #4, [$evo](/topic/$evo) #3, [$wklas](/topic/$wklas) 4.49%, [asml](/topic/asml) #115, [money](/topic/money) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@jwestergaa11906](/creator/undefined) [@latticeinvestor](/creator/undefined) [@thedebtreaper](/creator/undefined) [@maxkarpis](/creator/undefined) [@n23618](/creator/undefined) [@quartrapp](/creator/undefined) [@olensrud](/creator/undefined) [@sonnysauce](/creator/undefined) [@toddhaushalter](/creator/undefined) [@textirteam](/creator/undefined) [@galtdaddy](/creator/undefined) [@hedge_simply](/creator/undefined) [@dukeinshadows](/creator/undefined) [@agnombela](/creator/undefined) [@bia42175](/creator/undefined) [@rhomboid1mf](/creator/undefined)

**Top assets mentioned**
[Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Markel, Corp. (MKL)](/topic/$mkl) [NuCypher (NU)](/topic/$nu) [Ferrari N.V. (RACE)](/topic/$race) [Wise (WISE)](/topic/$wise) [Cheeseball (CB)](/topic/$cb) [Aon PLC (AON)](/topic/$aon) [Progressive Corp (PGR)](/topic/$pgr) [American International Group Inc (AIG)](/topic/$aig) [Msci Inc (MSCI)](/topic/$msci) [Charg Coin (CHG)](/topic/$chg) [Robotics Intelligence (RI)](/topic/$ri) [Cipher (CPR)](/topic/$cpr) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [Banco Bradesco S.A. American Depositary Shares (BBDO)](/topic/$bbdo) [Bancolombia S.A. (CIB)](/topic/$cib) [Hasbro, Inc. (HAS)](/topic/$has) [Unilever plc (UL)](/topic/$ul) [AutoNation, Inc. (AN)](/topic/$an) [501 (501)](/topic/$501)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/DutchInvestors/status/1960655099115499824)  2025-08-27T10:46Z 3843 followers, 2174 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](https://x.com/DutchInvestors/status/1937060769742324124)  2025-06-23T08:10Z 3843 followers, 1545 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](https://x.com/DutchInvestors/status/1980923643946213486)  2025-10-22T09:06Z 3843 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](https://x.com/DutchInvestors/status/1981486893167530017)  2025-10-23T22:24Z 3843 followers, 2791 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](https://x.com/DutchInvestors/status/1985386146126336352)  2025-11-03T16:38Z 3843 followers, 2106 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](https://x.com/DutchInvestors/status/1993449773110608116)  2025-11-25T22:40Z 3843 followers, 47.2K engagements


"Check out our latest article about Evolution AB $EVO $EVO.ST 👇🏼🤔"  
[X Link](https://x.com/DutchInvestors/status/1997328399753265607)  2025-12-06T15:32Z 3843 followers, 2338 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](https://x.com/DutchInvestors/status/1969304502911095084)  2025-09-20T07:35Z 3843 followers, 1262 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](https://x.com/DutchInvestors/status/1965145569556648166)  2025-09-08T20:09Z 3843 followers, 1495 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](https://x.com/DutchInvestors/status/1974411880237035781)  2025-10-04T09:50Z 3843 followers, 2940 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](https://x.com/DutchInvestors/status/1975272338548748529)  2025-10-06T18:49Z 3843 followers, 6016 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](https://x.com/DutchInvestors/status/1985026258908983748)  2025-11-02T16:48Z 3843 followers, 2276 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](https://x.com/DutchInvestors/status/1998094949254881742)  2025-12-08T18:18Z 3843 followers, XXX engagements


"Selling sticky niche software with XX% recurring revenue 😍 Wolters Kluwer $WKL.AS is an interesting Dutch company with high margins and a strong business model. Here a brief breakdown: 🏥Healthcare: Clinical decision support systems to aid in medical decision-making. 💱Taxation and Accounting: Online bookkeeping and invoice recognition tools to streamline financial processes. 🌿ESG (Environmental Social and Governance): Solutions for meeting ESG reporting requirements. 👨⚖Finance and Legal: Comprehensive legal databases akin to a "Google for the law" offering bundled legislation and legal"  
[X Link](https://x.com/DutchInvestors/status/1834313947119317439)  2024-09-12T19:31Z 3841 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](https://x.com/DutchInvestors/status/1873655405739430292)  2024-12-30T09:00Z 3836 followers, 1687 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](https://x.com/DutchInvestors/status/1934523308487442535)  2025-06-16T08:07Z 3841 followers, 5242 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](https://x.com/DutchInvestors/status/1940743558324949433)  2025-07-03T12:04Z 3844 followers, 2415 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](https://x.com/DutchInvestors/status/1941518498540421495)  2025-07-05T15:24Z 3841 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](https://x.com/DutchInvestors/status/1941778855452148016)  2025-07-06T08:38Z 3840 followers, 1137 engagements


"This is why fintechs like Wise and Revolut will win 😳 $WISE.L"  
[X Link](https://x.com/DutchInvestors/status/1943726317234434371)  2025-07-11T17:37Z 3843 followers, 6624 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](https://x.com/DutchInvestors/status/1950810844352119241)  2025-07-31T06:48Z 3843 followers, 1917 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](https://x.com/DutchInvestors/status/1958805954255855745)  2025-08-22T08:18Z 3841 followers, 1236 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](https://x.com/DutchInvestors/status/1969053919117443154)  2025-09-19T15:00Z 3839 followers, 1590 engagements


"Moving forward slowly but steadily: Wolters Kluwer $WKL.AS. You can read our latest article now"  
[X Link](https://x.com/DutchInvestors/status/1971487272890778088)  2025-09-26T08:09Z 3840 followers, XXX 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](https://x.com/DutchInvestors/status/1973616920479015420)  2025-10-02T05:11Z 3841 followers, 4799 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](https://x.com/DutchInvestors/status/1974149493135454438)  2025-10-03T16:28Z 3840 followers, XXX engagements


"Stock 5: Herms $RMS.PA is the definition of true luxury. 🎯 XXX years of craftsmanship 🎯 XX% gross margins 🎯 XX% ROIC Customers dont just buy products they buy a brand a story a feeling and legacy. But at 50x FCF well admire from a distance. for now"  
[X Link](https://x.com/DutchInvestors/status/1974868055495966850)  2025-10-05T16:03Z 3844 followers, XXX 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](https://x.com/DutchInvestors/status/1975272341987844593)  2025-10-06T18:49Z 3843 followers, XXX 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](https://x.com/DutchInvestors/status/1975272349181063648)  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](https://x.com/DutchInvestors/status/1975272352414867543)  2025-10-06T18:50Z 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](https://x.com/DutchInvestors/status/1975843815010533730)  2025-10-08T08:40Z 3843 followers, 4395 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](https://x.com/DutchInvestors/status/1980751639859347843)  2025-10-21T21:42Z 3839 followers, 1341 engagements


"Herms just dropped its Q3 earnings and its another masterclass in luxury execution. While others in the sector are slowing $RMS.PA continues to defy odds. Heres a Q3 breakdown of how the worlds most resilient luxury house keeps outperforming 👇🧵"  
[X Link](https://x.com/DutchInvestors/status/1980932009842323687)  2025-10-22T09:39Z 3840 followers, XXX 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](https://x.com/DutchInvestors/status/1981253448096993768)  2025-10-23T06:56Z 3844 followers, 1639 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](https://x.com/DutchInvestors/status/1981315417579630797)  2025-10-23T11:03Z 3843 followers, XXX 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](https://x.com/DutchInvestors/status/1982930636890616120)  2025-10-27T22:01Z 3841 followers, 1266 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](https://x.com/DutchInvestors/status/1983185692483084535)  2025-10-28T14:54Z 3841 followers, 12.3K 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](https://x.com/DutchInvestors/status/1984225777588838877)  2025-10-31T11:47Z 3843 followers, 1570 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](https://x.com/DutchInvestors/status/1984722271605243926)  2025-11-01T20:40Z 3840 followers, 2357 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](https://x.com/DutchInvestors/status/1985343592605405556)  2025-11-03T13:49Z 3844 followers, 4846 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](https://x.com/DutchInvestors/status/1986353997213577450)  2025-11-06T08:44Z 3843 followers, 1302 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](https://x.com/DutchInvestors/status/1987242454316179740)  2025-11-08T19:34Z 3840 followers, 2038 engagements


"We had a great day attending Adyens Investor Relations Day. Tomorrow well publish an update of our key findings on Substack"  
[X Link](https://x.com/DutchInvestors/status/1988330208748061015)  2025-11-11T19:37Z 3839 followers, 1094 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](https://x.com/DutchInvestors/status/1988530213676794253)  2025-11-12T08:52Z 3843 followers, 1093 engagements


"💡 Check out the key takeaways from Adyens $ADYEN.AS Investor Day including an update into the companys valuation Link in comments👇🏼"  
[X Link](https://x.com/DutchInvestors/status/1988586941701566618)  2025-11-12T12:37Z 3840 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](https://x.com/DutchInvestors/status/1989289976555778199)  2025-11-14T11:11Z 3843 followers, 2043 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](https://x.com/DutchInvestors/status/1990036198656815516)  2025-11-16T12:36Z 3839 followers, 1505 engagements


"For certain companies we actually hope for further declines so we can buy them at a more attractive valuation. $ADYEN.AS"  
[X Link](https://x.com/DutchInvestors/status/1990717333912846821)  2025-11-18T09:42Z 3839 followers, 1077 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](https://x.com/DutchInvestors/status/1991090403655709107)  2025-11-19T10:25Z 3845 followers, 10.3K engagements


"At Wise $WISE.L all metrics are moving to the top right; except the take rate which is a good thing"  
[X Link](https://x.com/DutchInvestors/status/1992151046844788754)  2025-11-22T08:39Z 3843 followers, 3501 engagements


"Just listened to an 80-minute interview with Tom Gayner CEO of Markel Group who delivered a XX% CAGR in equities over XX years and outperformed the S&P. After the hosts mentioned they had featured several legendary investors before Gayner replied well tonight will not be one of those nights. Humility and humbleness remain two of the most important virtues for becoming a world-class stock picker"  
[X Link](https://x.com/DutchInvestors/status/1992180386026156325)  2025-11-22T10:36Z 3839 followers, 30.9K 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](https://x.com/DutchInvestors/status/1994881219251900577)  2025-11-29T21:28Z 3843 followers, 2469 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](https://x.com/DutchInvestors/status/1995091299062419599)  2025-11-30T11:23Z 3839 followers, 1466 engagements


"New customer win for Nedap: apparelbrand Aritzia has ordered Nedap's Retail Inventory Visibility product/service iD Cloud. Aritza has $X billion annual revenues. A nice customer win for this Dutch small-cap $NEDAP.AS $NEDAP"  
[X Link](https://x.com/DutchInvestors/status/1995392767883895145)  2025-12-01T07:21Z 3839 followers, XXX engagements


"Wise $WISE.L keeps investing in the business and expanding into new regions. South Africa is up next"  
[X Link](https://x.com/DutchInvestors/status/1995601635910070304)  2025-12-01T21:11Z 3843 followers, 1093 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](https://x.com/DutchInvestors/status/1996109597162008848)  2025-12-03T06:49Z 3842 followers, XXX engagements


"Our Christmas Wishlist 🎁 Here are some things investors might ask for this Christmas"  
[X Link](https://x.com/DutchInvestors/status/1996977265528172660)  2025-12-05T16:17Z 3840 followers, XXX 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](https://x.com/DutchInvestors/status/1997004154540003377)  2025-12-05T18:04Z 3841 followers, XXX engagements


"@JWestergaa11906 We'd love a short thesis or reasoning"  
[X Link](https://x.com/DutchInvestors/status/1997053686325915970)  2025-12-05T21:21Z 3839 followers, XX 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](https://x.com/DutchInvestors/status/1974868051930546412)  2025-10-05T16:03Z 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](https://x.com/DutchInvestors/status/1980923647360426397)  2025-10-22T09:06Z 3843 followers, 1631 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](https://x.com/DutchInvestors/status/1995569924505567394)  2025-12-01T19:05Z 3843 followers, 2418 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](https://x.com/DutchInvestors/status/1995878845803553020)  2025-12-02T15:32Z 3843 followers, XXX 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](https://x.com/DutchInvestors/status/1996256757694546114)  2025-12-03T16:34Z 3843 followers, 2019 engagements


"Last month Wise $WISE.L issued XXX million GBP at a XXX% interest yield likely to finance growth in new markets"  
[X Link](https://x.com/DutchInvestors/status/1998483333559242919)  2025-12-09T20:02Z 3843 followers, XXX engagements