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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 $dnpwa, $evost, $mcpa, $knsl the most. They currently have XXXXX followers and XXX 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 +5.60%
- X Months XXXXXXX +96%
- X Year XXXXXXXXX +647%

### 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 XXX +1.60%
- X Month XXX -XX%
- X Months XXX +106%
- X Year XXXXX +201%

### 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 +1.40%
- X Month XXXXX +3.80%
- X Months XXXXX +69%
- X Year XXXXX +298%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1757431687732985856/influence)
---

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

**Social topic influence**
[$dnpwa](/topic/$dnpwa) #2, [$evost](/topic/$evost) #6, [$mcpa](/topic/$mcpa) #1, [$knsl](/topic/$knsl) #2, [$evo](/topic/$evo) #7, [deep dive](/topic/deep-dive) 0.76%, [inflation](/topic/inflation) 0.61%, [poland](/topic/poland) 0.61%, [$wisel](/topic/$wisel) #1, [investment](/topic/investment) XXXX%

**Top accounts mentioned or mentioned by**
[@theraymyers](/creator/undefined) [@stonkmetal](/creator/undefined) [@checkitoutfrg](/creator/undefined) [@moneyfacturers](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@csfraudanalysis](/creator/undefined) [@rotiboy1002](/creator/undefined) [@janklp](/creator/undefined) [@sonnysauce](/creator/undefined) [@fiscalai](/creator/undefined) [@janzakucia](/creator/undefined) [@finchatio](/creator/undefined) [@textirteam](/creator/undefined) [@shivamkashan](/creator/undefined) [@tacticzh](/creator/undefined) [@olensrud](/creator/undefined) [@frankieceeeee](/creator/undefined) [@prrhijos](/creator/undefined) [@michaelgielkens](/creator/undefined) [@kairospraxis](/creator/undefined)

**Top assets mentioned**
[Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Ferrari N.V. (RACE)](/topic/$race) [NuCypher (NU)](/topic/$nu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vulture Peak (VPK)](/topic/$vpk) [Textron Inc. (TXT)](/topic/$txt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hasbro, Inc. (HAS)](/topic/$has) [Intel Corporation (INTC)](/topic/$intc) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb) [Expedia Group Inc (EXPE)](/topic/$expe) [Copart, Inc. (CPRT)](/topic/$cprt) [Eden (EDEN)](/topic/$eden) [Wise (WISE)](/topic/$wise)
### Top Social Posts [#](/creator/twitter::1757431687732985856/posts)
---
Top posts by engagements in the last XX hours

"We highly recommend you to read the write-up of @olensrud about serial acquirers. It focuses on reinvestment capabilities and high returns on capital. And we're glad to see that some companies that made it to his final list are part of our portfolios.😁"  
[X Link](https://x.com/DutchInvestors/status/1851213982931042672) [@DutchInvestors](/creator/x/DutchInvestors) 2024-10-29T10:46Z 3532 followers, 1914 engagements


"I'm looking for new stocks to analyze. Give me your current best idea + short thesis or reasoning"  
[X Link](https://x.com/DutchInvestors/status/1976930302191976922) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-11T08:38Z 3544 followers, 1226 engagements


"Samsung Foundry has bought two $ASML High-NA EUV machines for $XXX million 😮"  
[X Link](https://x.com/DutchInvestors/status/1979283021657260329) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-17T20:27Z 3544 followers, 1170 engagements


"10. @olensru: 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"  
[X Link](https://x.com/DutchInvestors/status/1873651541850427734) [@DutchInvestors](/creator/x/DutchInvestors) 2024-12-30T08:45Z 3532 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) [@DutchInvestors](/creator/x/DutchInvestors) 2024-12-30T09:00Z 3532 followers, 1675 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](https://x.com/DutchInvestors/status/1879476544583720960) [@DutchInvestors](/creator/x/DutchInvestors) 2025-01-15T10:31Z 3537 followers, 7333 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 👇🏼🧵"  
[X Link](https://x.com/DutchInvestors/status/1938906855390003463) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-28T10:26Z 3535 followers, 2145 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](https://x.com/DutchInvestors/status/1940679055889912322) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-03T07:48Z 3538 followers, 4862 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](https://x.com/DutchInvestors/status/1945864966885556625) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-17T15:15Z 3534 followers, 12.7K 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](https://x.com/DutchInvestors/status/1950123207026995274) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-29T09:16Z 3532 followers, 36.1K 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](https://x.com/DutchInvestors/status/1958600187527798896) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-21T18:40Z 3533 followers, 5952 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-22T08:18Z 3534 followers, 1126 engagements


"One of our analysts today got a factory tour of a multi-billion-dollar musical instrument company: Yamaha Corporation. $7951.T Its a 130-year-old company with a very strong brand name especially in the piano industry where it has roughly XX% market share. Pianos are highly complex products (8000 components) and it takes a lot of craftsmanship to create the worlds best pianos. After the corona boom the stock declined over 50%. Still over the last XX years Yamaha Corporations stock increased XXX% excluding received dividends"  
[X Link](https://x.com/DutchInvestors/status/1965704017071182272) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-10T09:08Z 3533 followers, 1082 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-26T08:09Z 3531 followers, XXX 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](https://x.com/DutchInvestors/status/1974168036304453912) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-03T17:41Z 3538 followers, 3944 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T09:50Z 3534 followers, 2700 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3532 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](https://x.com/DutchInvestors/status/1975272338548748529) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:49Z 3539 followers, 5309 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:49Z 3534 followers, XXX engagements


"This is an interesting visual. We know that Dino started operations in the West of Poland. As you can see the number of stores per 100k citizens reached XXXX. Why the XXXXX stores Well if you extrapolate that density across all of Poland Dino could perform well with that many stores across the country. The company is opening distribution centers in the East and South now to support store openings in those regions"  
[X Link](https://x.com/DutchInvestors/status/1975272345721016459) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3534 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3534 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3534 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-08T08:40Z 3535 followers, 3971 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](https://x.com/DutchInvestors/status/1976251222874259852) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-09T11:39Z 3534 followers, 1946 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](https://x.com/DutchInvestors/status/1977418323106414639) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3533 followers, XXX 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](https://x.com/DutchInvestors/status/1977819412473250138) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-13T19:31Z 3532 followers, 1928 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](https://x.com/DutchInvestors/status/1978016822961074573) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3532 followers, 1938 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](https://x.com/DutchInvestors/status/1978016825943236720) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3532 followers, XXX 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](https://x.com/DutchInvestors/status/1978016828895997975) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3543 followers, XXX 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](https://x.com/DutchInvestors/status/1978016844792410341) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3536 followers, XXX engagements


"While Intel has been betting on the wrong horse its x86 chips TSMC has outpaced it with its foundry business model. Now Intel is trying to get back in the game with Intel Foundry but it still lacks major customers and high yields on advanced nodes. $TSM Q3 tomorrow. Cant wait"  
[X Link](https://x.com/DutchInvestors/status/1978542232719577320) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-15T19:23Z 3532 followers, 1360 engagements


"💠Despite geopolitical uncertainty and currency headwinds (5% FX impact in Q3) LVMH showed resilience. Local demand in the US & Europe held firm while Asia showed a strong recovery. Tourist spending in Europe however fell sharply due to the stronger euro"  
[X Link](https://x.com/DutchInvestors/status/1978830028193337756) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3534 followers, XX engagements


"💠 $LVMH remains confident despite macro headwinds. Focus areas for 2026: X. Keep reinforcing brand desirability & craftsmanship X. Invest in retail excellence & innovation X. Leverage global brand portfolio for resilience $MC.PA Bernard Arnaults long-term strategy remains unchanged: Enhance desirability not chase short-term profits"  
[X Link](https://x.com/DutchInvestors/status/1978830035466273077) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3539 followers, XX 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](https://x.com/DutchInvestors/status/1826994292813918707) [@DutchInvestors](/creator/x/DutchInvestors) 2024-08-23T14:45Z 3544 followers, XXX engagements


"More luxurious than Ferrari $RACE and Hermes $RMS ⛵ Get to know The Italian Sea Group $TISG an Italian builder of the worlds' most luxurious yachts. Here a thread about its customers and competitors🧵"  
[X Link](https://x.com/DutchInvestors/status/1906784227821318444) [@DutchInvestors](/creator/x/DutchInvestors) 2025-03-31T19:02Z 3543 followers, 3610 engagements


"Dino Polska $DNP.WA posted Q1 results yesterday 🦖 Food inflation surpassing LFL sales by big margin. Let's break it down 🧵"  
[X Link](https://x.com/DutchInvestors/status/1923346179959439394) [@DutchInvestors](/creator/x/DutchInvestors) 2025-05-16T11:53Z 3542 followers, 16.4K engagements


"Company 2: Text S.A. $TXT 📌 High returns on capital (ROIC) are meaningless if you cant redeploy that capital effectively. It sounds impressive until you realize it may be more ceiling than springboard. High ROIC sounds great until you realize the company cant reinvest it. Text has gross margins of 80%+ net margins of XX% ROIC 100%. But it distributes 80%+ of profits as dividends. ✨A great business prints money. A great compounder knows how to reinvest it"  
[X Link](https://x.com/DutchInvestors/status/1934247990849360163) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-15T13:53Z 3543 followers, XXX 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-16T08:07Z 3544 followers, 5211 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](https://x.com/DutchInvestors/status/1937816493045023098) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-25T10:13Z 3543 followers, 15.3K 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-03T12:04Z 3544 followers, 2382 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](https://x.com/DutchInvestors/status/1943255172286943620) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-10T10:25Z 3543 followers, 8258 engagements


"Whos the next foundry business that wont be able to keep up $INTC (👈🏽 our pick) $SSNLF $TSM"  
[X Link](https://x.com/DutchInvestors/status/1947224027694534966) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-21T09:16Z 3544 followers, 5328 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](https://x.com/DutchInvestors/status/1949451330335953007) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-27T12:46Z 3544 followers, 2923 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](https://x.com/DutchInvestors/status/1953879344184459739) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-08T18:01Z 3543 followers, 1420 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](https://x.com/DutchInvestors/status/1953935239320891903) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-08T21:43Z 3543 followers, 14.3K 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](https://x.com/DutchInvestors/status/1954206400961204389) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-09T15:41Z 3543 followers, 1050 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](https://x.com/DutchInvestors/status/1955569531981635605) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-13T09:58Z 3544 followers, 2335 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](https://x.com/DutchInvestors/status/1957826178615484476) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-19T15:25Z 3544 followers, 2596 engagements


"🚨 A brand new deep dive This time were looking at holding company 3i $TGOPF best known as the majority owner of discount chain Action. Now available on your TDI-Dashboard"  
[X Link](https://x.com/DutchInvestors/status/1958988051923050746) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-22T20:22Z 3543 followers, XXX 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](https://x.com/DutchInvestors/status/1959179504716267843) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-23T09:02Z 3544 followers, 2708 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](https://x.com/DutchInvestors/status/1960655099115499824) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-27T10:46Z 3543 followers, 1880 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](https://x.com/DutchInvestors/status/1962084016875589825) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-31T09:24Z 3544 followers, 1742 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-08T20:09Z 3544 followers, 1304 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](https://x.com/DutchInvestors/status/1966776605964992522) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-13T08:10Z 3543 followers, XXX engagements


"This is why you should use Wise $WISE.L instead of ING $ING $INGA.AS to withdraw foreign currency"  
[X Link](https://x.com/DutchInvestors/status/1968942035924140462) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-19T07:35Z 3542 followers, 2115 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-19T15:00Z 3544 followers, 1145 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-20T07:35Z 3543 followers, 1086 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](https://x.com/DutchInvestors/status/1970539859917103526) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-23T17:24Z 3543 followers, XXX 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](https://x.com/DutchInvestors/status/1971383421344809458) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-26T01:16Z 3543 followers, 2205 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](https://x.com/DutchInvestors/status/1972268845336551557) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-28T11:55Z 3543 followers, 1330 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-02T05:11Z 3544 followers, 4618 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) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-03T16:28Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1974478792337813987) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T14:16Z 3543 followers, 1552 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](https://x.com/DutchInvestors/status/1974534154113933619) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T17:56Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1974534157079310613) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T17:56Z 3544 followers, 1393 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](https://x.com/DutchInvestors/status/1974795543206645984) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T11:15Z 3543 followers, 4483 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](https://x.com/DutchInvestors/status/1974868036956885133) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1974868040970887516) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3544 followers, XXX engagements


"$TEQ.ST 😬 This could be a sign of bad due diligence at this and perhaps more acquisitions Daniel Zhang who had maintained a spotless record when it came to acquisitions was also at the company at that time and was therefore involved in this deal. Investors sold massively causing the stock to drop XX% within a few hours"  
[X Link](https://x.com/DutchInvestors/status/1975949397083955387) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-08T15:40Z 3543 followers, 2155 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](https://x.com/DutchInvestors/status/1975993371417297379) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-08T18:35Z 3543 followers, 1726 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](https://x.com/DutchInvestors/status/1976364063103004905) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-09T19:08Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1976533278745100707) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-10T06:20Z 3543 followers, 1277 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](https://x.com/DutchInvestors/status/1977418319629287911) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3543 followers, 1890 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](https://x.com/DutchInvestors/status/1977418329955697108) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3544 followers, 1386 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](https://x.com/DutchInvestors/status/1977418333109846306) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1977459224440356969) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T19:39Z 3543 followers, XXX 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](https://x.com/DutchInvestors/status/1977459603848810863) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T19:41Z 3543 followers, 2231 engagements


"@MichaelGielkens Have you ever heard of looked into UK serial acquirer Diploma PLC If you have any thoughts"  
[X Link](https://x.com/DutchInvestors/status/1977836401661272325) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-13T20:38Z 3544 followers, XXX 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](https://x.com/DutchInvestors/status/1978206931002008005) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T21:11Z 3543 followers, 1083 engagements


"57% of TSMC's revenue now comes from High-Performance Computing (data centers) while XX% comes from the smartphone market. Back in 2017 smartphone chips accounted for XX% of TSMC's revenue. Times change. $TSM"  
[X Link](https://x.com/DutchInvestors/status/1978816595913789896) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T13:33Z 3544 followers, 1748 engagements


"$LVMH dropped its Q3 earnings and is up +14% the next day (We're a bit late but contains more depth now) Everyones sharing the same surface-level numbers. Well tell you what actually matters for $MC.PA"  
[X Link](https://x.com/DutchInvestors/status/1978830013932671045) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3543 followers, XXX engagements


"We released a full free deep dive on $LVMH available on all podcast platforms. 🎧 Learn everything you need to know about Louis Vuitton Mot Hennessy and its holding company $Dior. Let's dive into the Q3 earnings"  
[X Link](https://x.com/DutchInvestors/status/1978830016940015677) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3543 followers, XX engagements


"🔴Everyones excited about +1% organic growth. But it didnt come from Louis Vuitton or Dior it came from Sephora and Asia. The rebound is more mass consumer than high-end luxury. 🟢New creative director = new era. It takes time for that to show up in sales but its key for the next growth cycle. We expect 2026-2027 to be Diors comeback year. 🟢Arnault is planning ahead. More autonomy for brand leaders hints at a soft succession shift. Hes building a structure that can run smoothly without him. Image by @Quartr_App"  
[X Link](https://x.com/DutchInvestors/status/1978830020475772950) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3543 followers, XX engagements


"💠Selective Retailing is the standout performer. @Sephora continues to gain global market share while DFS showed a strong rebound in Macao and Hong Kong. Le Bon Marchs experiential retail strategy also paid off. This division posted the fastest growth (+7%) in Q3"  
[X Link](https://x.com/DutchInvestors/status/1978830032156959200) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3543 followers, XX engagements


"$MC.PA plans to open a new @LouisVuitton store in Shanghai a House of @Dior in New York and Beverly Hills and plans to open a new Tiffany's store in Ginza. The emphasis on the "quality of growth" through strong local clientele engagement tells us a foundational approach to building sustainable brand equity. As investors we can appreciate this"  
[X Link](https://x.com/DutchInvestors/status/1978830039929049550) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:27Z 3543 followers, XXX engagements


"💭Our thoughts. X. $LVMH's Q3 shows stabilization not real recovery. X. Growth returned to +1% organically but mainly from Asia and Sephora. X. Fashion & Leather Goods (the profit core) remains soft hurt by weak tourism and FX. X. $MC.PA maintains a long-term investment philosophy prioritizing brand desirability retail and execution over margin-protection. X. We have faith in management and leadership to turn the tide and keep running a tight ship"  
[X Link](https://x.com/DutchInvestors/status/1978830043573834162) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:27Z 3543 followers, XXX engagements


"Revenue increased XX% due to a combination of : 1) More clubs (+5% Y/Y); 2) More members per club; 3) Increase of the average price per membership (+3% Y/Y)"  
[X Link](https://x.com/DutchInvestors/status/1979079039957578214) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-17T06:56Z 3544 followers, XX engagements


"Growth is mainly coming from France Spain and Germany. The Netherlands Belgium and Luxembourg have little space left to grow; these are the mature markets"  
[X Link](https://x.com/DutchInvestors/status/1979079046043463823) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-17T06:56Z 3544 followers, XXX engagements


"Is Crocs a luxury product 💎 $CROX $LVMH"  
[X Link](https://x.com/DutchInvestors/status/1979558600591704554) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-18T14:42Z 3543 followers, 4157 engagements


"Google Cloud $GOOGL is currently growing around XX% per year driven by a smaller user base and massive investments in AI and data centers. GC is expanding at roughly the same rate AWS was growing five years ago. Azure $MSFT has seen a slowdown in growth in recent years but over the last few quarters its pace has sharply accelerated to around XX% largely because OpenAI relies heavily on Azure for compute and model training. AWS $AMZN lags behind in relative growth but remains the largest player with an annual revenue run rate of about $XXX billion making high growth naturally harder. A"  
[X Link](https://x.com/DutchInvestors/status/1979859762905837747) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-19T10:38Z 3544 followers, XXX engagements