# ![@StockDiscovery Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1757431687732985856.png) @StockDiscovery Stock Discovery

Stock Discovery posts on X about asml, $dnpwa, $asml, in the the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +1,712%
- [--] Month [-------] -1.70%
- [--] Months [---------] +42%
- [--] Year [---------] +597%

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

- [--] Month [---] -46%
- [--] Months [---] -3.10%
- [--] Year [-----] +105%

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

- [--] Week [-----] +3.10%
- [--] Month [-----] +4.40%
- [--] Months [-----] +38%
- [--] Year [-----] +242%

### CreatorRank: [-------] [#](/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**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[asml](/topic/asml) #28, [$dnpwa](/topic/$dnpwa) #3, [$asml](/topic/$asml) #10, [in the](/topic/in-the), [$tsm](/topic/$tsm), [investment](/topic/investment), [$adyen](/topic/$adyen) #6, [business](/topic/business), [stocks](/topic/stocks), [$duol](/topic/$duol)

**Top accounts mentioned or mentioned by**
[@stonkmetal](/creator/undefined) [@theraymyers](/creator/undefined) [@everydaystocksx](/creator/undefined) [@michaelgielkens](/creator/undefined) [@ranked90](/creator/undefined) [@beuvingjordy](/creator/undefined) [@sonnysauce](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@fiscalai](/creator/undefined) [@chitchatstocks](/creator/undefined) [@quartrapp](/creator/undefined) [@tsohinvesting](/creator/undefined) [@textirteam](/creator/undefined) [@janzakucia](/creator/undefined) [@ccmbrett](/creator/undefined) [@finchatio](/creator/undefined) [@checkitoutfrg](/creator/undefined) [@dividendgrowth](/creator/undefined) [@michaelaarouet](/creator/undefined) [@ftrinvestors](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Evotec SE (EVO)](/topic/$evo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Markel, Corp. (MKL)](/topic/$mkl) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Hot Dog (COST)](/topic/$cost) [Spotify Technology (SPOT)](/topic/$spot) [Intel Corporation (INTC)](/topic/$intc) [Ferrari N.V. (RACE)](/topic/$race) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Costco Wholesale Corporation (COST)](/topic/costco) [Microsoft Corp. (MSFT)](/topic/$msft) [Coca-Cola Co (KO)](/topic/$ko) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RigoBlock (GRG)](/topic/$grg) [Netflix Inc (NFLX)](/topic/$nflx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DLocal Limited (DLO)](/topic/$dlo) [Booking Holdings Inc (BKNG)](/topic/$bkng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#TikTok is still getting more and more popular. Instagram is growing at a slower but steady pace while Facebook is declining in minutes per day. Can $META turn the tables in the coming years"  
[X Link](https://x.com/StockDiscovery/status/1765149712858993035)  2024-03-05T22:57Z [--] followers, [--] engagements


"@IrrationalMrkts Agreed. However the most difficult question to me is what to do when the price of a great company strongly exceeds intrinsic value. What to do when you expect a 5% IRR for example"  
[X Link](https://x.com/StockDiscovery/status/1766238884445204884)  2024-03-08T23:05Z [--] followers, [---] engagements


""When a company comes up with an idea it's a messy process. There's no aha moment" - Jeff Bezos #Amazon #Bezos $amzn"  
[X Link](https://x.com/StockDiscovery/status/1768034875993464956)  2024-03-13T22:02Z [--] followers, [--] engagements


"$UBER has established a great flying wheel. More drivers lead to lower wait times which improves drivers' earnings. This attracts more drivers and so the wheel continues. The question is: how durable is this #network #effect"  
[X Link](https://x.com/StockDiscovery/status/1768311885844103677)  2024-03-14T16:23Z [--] followers, [--] engagements


"$UBER and competitors such as $LYFT are in an endless fight to attract drivers as well as customers downloading the app. As a result margins stay low and driver turnover is high. How strong is Uber's #moat"  
[X Link](https://x.com/StockDiscovery/status/1768311889887412653)  2024-03-14T16:23Z [--] followers, [--] engagements


"Porsche is best known for its iconic Porsche [---]. Fun fact: the total number of stocks registered is [-------] and the ticker symbol is $P911. Currently analyzing the company's financials and moat. Looks interesting #Porsche #stock"  
[X Link](https://x.com/StockDiscovery/status/1768743030293434415)  2024-03-15T20:56Z [--] followers, [--] engagements


"$MSCI is a great example of a company that is protected by high switching costs. If BlackRock decides to change MSCI for let's say FTSE they have to do transactions for 100.000s of clients"  
[X Link](https://x.com/StockDiscovery/status/1769473120392319045)  2024-03-17T21:17Z [--] followers, [---] engagements


"BlackRock $BLK brings in 12% of the total revenue of MSCI for copying their indexes and using their products. The more AUM BlackRock manages the more dependent it becomes on $MSCI (the more clients the more transactions when switching the more costs). #moat #switchingcosts"  
[X Link](https://x.com/StockDiscovery/status/1769473122917400782)  2024-03-17T21:17Z [--] followers, [---] engagements


"Here are three stocks that the legendary Warren Buffett has high stakes in with Berkshire Hathaway. What do you think of the companies Are they still able to outperform the market #Buffett #Stocks #OXY #CVX #KO #AAPL"  
[X Link](https://x.com/DutchInvestors/status/1770187637048877393)  2024-03-19T20:36Z [---] followers, [---] engagements


"#1: Occidental Petroleum $OXY. Berkshire has a big stake in oil and gas. Recently Buffett added 8% to his $OXY stake. The positions in both $OXY and $CVX together now weigh more than 9% of the total portfolio"  
[X Link](https://x.com/DutchInvestors/status/1770187639737520288)  2024-03-19T20:36Z [---] followers, [--] engagements


"#2: Coca-Cola $KO. Buffett bought his first shares of $KO in [----] for a total of $1 billion. Back then it was his largest position. Currently $KO is around 7% of the $BRK.B portfolio. With so many shares it is almost impossible to trade without influencing the price heavily"  
[X Link](https://x.com/StockDiscovery/status/1770187643390685599)  2024-03-19T20:36Z [--] followers, [--] engagements


"#3: Apple $AAPL. Of course $AAPL should be in this shortlist. The position in Apple is 42% of the total $BRK.B portfolio. While percentage wise $KO was the better investment Berkshire made more money on $AAPL by tripling the $36 billion initial investment"  
[X Link](https://x.com/StockDiscovery/status/1770187646528024952)  2024-03-19T20:36Z [--] followers, [--] engagements


"$DNP.WA yesterday reported Q4 and FY [----] earnings. Here are some highlights. [--]. 29.6% increase in revenue compared to [----]. Q4/Q4 revenue growth slowed to approx. 18%. [--]. Gross- operating- and net profit all grew slower than revenue (24.4% 22.0% 24.1%)"  
[X Link](https://x.com/StockDiscovery/status/1771093968878555384)  2024-03-22T08:38Z [--] followers, [---] engagements


"6. LFL sales only grew 2.1% more compared to food inflation. This is the lowest LFL sale growth number we've seen so far in a year. I like the fact that they add the inflation graph as well in their presentation"  
[X Link](https://x.com/DutchInvestors/status/1771093975262265723)  2024-03-22T08:38Z [----] followers, [---] engagements


"7. With some headwinds I think $DNP.WA delivered relatively strong FY [----] numbers. In [----] they will focus again on the safe and steady roll out of stores and increasing LFL sales. $DNP $DNP.WA"  
[X Link](https://x.com/DutchInvestors/status/1771093977040638341)  2024-03-22T08:38Z [----] followers, [---] engagements


"@betakm2 They did not provide that answer specifically in their report. However they state that they decreased their debt (by 32%) due to higher interest rates. It seems logical that a cleaner future cost structure was of higher priority. But expected CAPEX for [----] is 1.5-1.6 billion"  
[X Link](https://x.com/StockDiscovery/status/1771125080296206351)  2024-03-22T10:41Z [--] followers, [--] engagements


"Companies with high net margins are often considered as good businesses. That does not mean that companies with low margins can't be absolutely beautiful as proved by $COST. Cost savings are being passed on to customers"  
[X Link](https://x.com/StockDiscovery/status/1772001139019366626)  2024-03-24T20:42Z [--] followers, [--] engagements


"This enables $COST to continuously create value for its customers. As a result Costco is able to grow revenues fast while slightly improving its net profit every year"  
[X Link](https://x.com/StockDiscovery/status/1772001142127374655)  2024-03-24T20:42Z [--] followers, [--] engagements


"Dive deep into one of the strongest competitive advantages out there; switching costs. Free to read for all Invest in Moats: Switching Costs https://open.substack.com/pub/stockdiscovery/p/invest-in-moats-switching-costsr=3flcnt&utm_campaign=post&utm_medium=web https://open.substack.com/pub/stockdiscovery/p/invest-in-moats-switching-costsr=3flcnt&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/DutchInvestors/status/1776261667908616651)  2024-04-05T14:52Z [----] followers, [--] engagements


"@InvestInAssets CPP takes control of Alibaba"  
[X Link](https://x.com/StockDiscovery/status/1776261934091809060)  2024-04-05T14:53Z [--] followers, [---] engagements


"Check out this post if you'd like to know more about the switching cost strength of Intuit Inc. $INTU among others. What a wonderful business"  
[X Link](https://x.com/DutchInvestors/status/1776351014892806364)  2024-04-05T20:47Z [----] followers, [--] engagements


"@DividendGrowth [--]. Berkshire Hathaway $BRK.B [--]. Intuit Inc. $INTU [--]. Ferrari $RACE [--]. Herms $RMS [--]. Moody's Corp $MCO"  
[X Link](https://x.com/DutchInvestors/status/1776355193950441659)  2024-04-05T21:04Z [----] followers, [--] engagements


"@jan_kochanowicz @DividendGrowth Because they both have a durable competitive advantage in my opinion. And Moody's is under 3% of Berkshire's US listed portfolio. So relatively small position overall taking into account the privately held companies and non-us listed companies"  
[X Link](https://x.com/StockDiscovery/status/1776758964140560716)  2024-04-06T23:48Z [--] followers, [--] engagements


"$AMZN is a wonderful company but how strong is the business actually Check here part [--] of our $AMZN deep dive analysis https://open.substack.com/pub/stockdiscovery/p/amazon-stock-deep-dive-part-1utm_source=share&utm_medium=android&r=2fxwll https://open.substack.com/pub/stockdiscovery/p/amazon-stock-deep-dive-part-1utm_source=share&utm_medium=android&r=2fxwll"  
[X Link](https://x.com/StockDiscovery/status/1777347225145786754)  2024-04-08T14:46Z [--] followers, [--] engagements


"Management Scope posted a farewell interview with $ASML's current CEO's; Peter Wennink & Martin van den Brink. After decades at ASML the duo is leaving transferring their CEO-position to Frenchman Christophe Fouquet. Here some wisdom from the two about management succession"  
[X Link](https://x.com/StockDiscovery/status/1777658338077036813)  2024-04-09T11:22Z [--] followers, [---] engagements


"About the importance of insider succession; #Wennink: Someone from outside brings with him or her all kinds of issues. Think of a company as a large forest. When you bring in an outsider it is like introducing a big dog that wants to mark its territory on every tree.' $ASML"  
[X Link](https://x.com/StockDiscovery/status/1777658340253769806)  2024-04-09T11:22Z [--] followers, [--] engagements


"Van den Brink about successor Fouquet: The board selected the most suitable successor to ensure continuity. With Christophes [--] years of experience here he will seamlessly carry forward the existing strategy. He knows where we come from and where we want to go.' $ASML #CEO"  
[X Link](https://x.com/StockDiscovery/status/1777658341860266018)  2024-04-09T11:22Z [--] followers, [--] engagements


"A team member has dedicated significant time to analyzing Amazon. We are familiar with the business but do we really grasp its inner workings and the factors that contribute to its success Parts [--] and [--] are now available for free https://open.substack.com/pub/stockdiscovery/p/amazoncom-stock-deep-dive-part-2r=3flcnt&utm_campaign=post&utm_medium=web https://open.substack.com/pub/stockdiscovery/p/amazoncom-stock-deep-dive-part-2r=3flcnt&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/StockDiscovery/status/1778070713779269932)  2024-04-10T14:41Z [--] followers, [--] engagements


"Check our final part of the deep dive analysis about Amazon $AMZN. With in this last part: The #valuation and #conclusion. Do you own #AMZN🤔 https://stockdiscovery.substack.com/p/amazoncom-stock-deep-dive-part-3 https://stockdiscovery.substack.com/p/amazoncom-stock-deep-dive-part-3"  
[X Link](https://x.com/StockDiscovery/status/1778810462483755322)  2024-04-12T15:40Z [--] followers, [--] engagements


"$LVMH's significant weighing towards Asia (excl. Japan) of 33% has a huge effect on total organic change. OFten positive but this time negative. And what a difference between Asia and Japan organic growth. Overall pretty solid quarter it seems. #LVMH $LVMH"  
[X Link](https://x.com/DutchInvestors/status/1780326514933875003)  2024-04-16T20:04Z [----] followers, [---] engagements


"$ASML just posted its Q1 [----] earnings. Here are some highlights🧵 [--]. ASML realized [---] billion in revenues in the middle of the provided outlook [--]. Gross profit margin was 51% 2-3 basispoints above the provided outlook. This was due to the productmix and some windfalls $ASML"  
[X Link](https://x.com/StockDiscovery/status/1780490558290403522)  2024-04-17T06:56Z [--] followers, [---] engagements


"3. The first 'High-NA EUV' machine was delivered to Intel $INTC. The price of this new machine is around [---] million. [--]. The order intake dropped heavily to [---] billion (was [---] billion). $ASML said it only needs [--] billion to reach a revenue of 30-40 billion in 2025"  
[X Link](https://x.com/StockDiscovery/status/1780490560865726616)  2024-04-17T06:56Z [--] followers, [---] engagements


"7. To wrap it up I think a pretty stable quarter for $ASML. CEO Wennink said before that [----] is a transition year to make $ASML ready for future growth by building a strong fundament. The stock could drop a bit due to low order intake let's see"  
[X Link](https://x.com/StockDiscovery/status/1780490565877961040)  2024-04-17T06:56Z [--] followers, [---] engagements


"Tomorrow $ASML's biggest client $TSM will release its Q1 financial results. We will provide an update right after the earnings release. Stay tuned"  
[X Link](https://x.com/StockDiscovery/status/1780614730849132581)  2024-04-17T15:10Z [--] followers, [---] engagements


"6. The sale of [--] nm keeps biggest part of revenue. Sale of [--] nm dropped slightly"  
[X Link](https://x.com/StockDiscovery/status/1780865032277967170)  2024-04-18T07:44Z [--] followers, [--] engagements


"7. High performance computing (e.g. for GPUs of $NVIDIA and the datacenters of $AMZN and $GOOG) are becoming bigger part of revenue. [--]. Remarkable is the 16% drop in smartphones this could be an unpleasant sign for their biggest client $AAPL"  
[X Link](https://x.com/StockDiscovery/status/1780865034920305062)  2024-04-18T07:44Z [--] followers, [---] engagements


"Interesting graph from Diageo's $DGE presentation: Beer consumption has remained very stable in the past [--] years while the spirits category has gained significant market share over the wine category. $HEIA $RI $ABI $BF.B"  
[X Link](https://x.com/DutchInvestors/status/1781038563464798473)  2024-04-18T19:14Z [----] followers, [---] engagements


"Netflix $NFLX Q1 results are out Here are some main points. [--]. Q1 Y/Y Revenue growth was 148% now $9.370 billion. This is higher than what $NFLX forecasted previously ($9.2 billion). [--]. Operating margin improved strongly to 281%"  
[X Link](https://x.com/StockDiscovery/status/1781054495553634374)  2024-04-18T20:17Z [--] followers, [---] engagements


"What do $AMZN $COST and $CTO have in common Cost advantages 💰. Check out this article about how to spot this moat: #stocks #moats #costadvantage https://open.substack.com/pub/stockdiscovery/p/invest-in-moats-cost-advantagesutm_source=share&utm_medium=android&r=2fxwll https://open.substack.com/pub/stockdiscovery/p/invest-in-moats-cost-advantagesutm_source=share&utm_medium=android&r=2fxwll"  
[X Link](https://x.com/StockDiscovery/status/1781200416853688704)  2024-04-19T05:57Z [--] followers, [--] engagements


"Interesting Price / FCF comparison between restaurant chains. What is your favorite $TXRH $CMG $YUM $QSR $DRI"  
[X Link](https://x.com/DutchInvestors/status/1782348494310650185)  2024-04-22T09:59Z [---] followers, [---] engagements


"One of the kings of high switching costs $SAP just reported Q1 [----] earnings. Here are the highlights: [--]. Revenue up with 9% CC to [----] billion [--]. Cloud revenue up with 25% CC to [----] with strong backlog [--]. Gross margin 71.7%"  
[X Link](https://x.com/DutchInvestors/status/1782508349315039692)  2024-04-22T20:34Z [---] followers, [---] engagements


"4. Diluted EPS were negative (-0.72) due to a temporary inability to offset withholding taxes in Germany due to tax losses in [----] resulting from restructuring. Normalized EPS $SAP: [----] up 8% y/y. [--]. Predictable #revenue up [--] bp to 84% of total revenue"  
[X Link](https://x.com/DutchInvestors/status/1782508352863400300)  2024-04-22T20:34Z [---] followers, [--] engagements


"6. FCF up 28% to [----] billion. [--]. $SAP bought back [----] billion of their shares in the first quarter. [--]. Unfortunately $SAP didn't provide customer retention rate as they did in their Q4 and FY [----] report"  
[X Link](https://x.com/DutchInvestors/status/1782508354964721809)  2024-04-22T20:34Z [--] followers, [---] engagements


"9. The outlook for the full year [----] was reaffirmed (FCF of [--] billion and cloud revenue of [---] - [---] billion. [--]. All in one a solid quarter for $SAP and in line with most expectations"  
[X Link](https://x.com/DutchInvestors/status/1782508357737230575)  2024-04-22T20:34Z [--] followers, [---] engagements


"5. Steene comments that FCF downturn is temporary due to significant increase in accounts receivable and cyclical larger pay-outs. [--]. Order intake has turned upward in defense but luckily also in construction"  
[X Link](https://x.com/DutchInvestors/status/1782658526382334095)  2024-04-23T06:31Z [---] followers, [---] engagements


"7. $TEQ assigned their bad performance also to the weak Swedish Krona. [--]. Short-term debt up again with almost 40M SEK"  
[X Link](https://x.com/DutchInvestors/status/1782658529217622367)  2024-04-23T06:31Z [---] followers, [---] engagements


"$TSLA just released it's Q1 [----] earnings. Here are some of the highlights🧵🚗 [--]. Tesla $TSLA missed on nearly everything apart from margins. Tesla also didn't provide a [----] delivery target. They see energy storage growth outpacing EVs and repeats #Robotaxi focus"  
[X Link](https://x.com/DutchInvestors/status/1782869389420773472)  2024-04-23T20:29Z [--] followers, [---] engagements


"2. $TSLA revenue: $21.3B (est $22.3B). Revenue is down - 9% year-over-year. [--]. EPS: $0.45 (est $0.51). EPS is down - 47% YoY. [--]. Superchargers are up +26% YoY from [----] chargers to 6249"  
[X Link](https://x.com/DutchInvestors/status/1782869393711435961)  2024-04-23T20:29Z [--] followers, [---] engagements


"5. [----] vehicle volume rate will be notably lower than [----]. [--]. Fun fact: In April [----] Tesla produced over a [----] cyber trucks in a single week. 😃 [--]. $TSLA released some impressions of the coming robo taxi app. Do you have a position in $TSLA 🚗"  
[X Link](https://x.com/DutchInvestors/status/1782869397045989383)  2024-04-23T20:29Z [--] followers, [---] engagements


"Chipotle's Q1 earnings just came out [--]. Chipotle's ($CMG) first quarter revenue experienced a significant uptick rising by 14.1% to reach a substantial $2.7 billion"  
[X Link](https://x.com/DutchInvestors/status/1783234791132832150)  2024-04-24T20:41Z [----] followers, [--] engagements


"3. The expansion strategy remained strong as #CMG successfully opened [--] new restaurants during the quarter including the innovative Chipotlane format further expanding its footprint and enhancing accessibility for customers"  
[X Link](https://x.com/DutchInvestors/status/1783234799026471067)  2024-04-24T20:41Z [--] followers, [--] engagements


"4. Shareholders of $CMG received positive news as diluted earnings per share saw a substantial increase of 23.9% to $13.01 underscoring the company's ability to deliver value and returns"  
[X Link](https://x.com/DutchInvestors/status/1783234802499436812)  2024-04-24T20:41Z [--] followers, [--] engagements


"Payment processor $ADYEN just published their Business Update Q1 [----]. It is limited information but here the highlights: [--]. Processed volume up 46% YOY to [-----] billion. [--]. 80% of the growth came from existing customers proving the land-and-expand strategy in place"  
[X Link](https://x.com/DutchInvestors/status/1783379304044257333)  2024-04-25T06:15Z [--] followers, [----] engagements


"3. Net revenue was [-----] million 21% up YOY. Volume growth is outpacing revenue growth because $ADYEN further expanded with some big customers. [--]. Digital processed volume up 51% YOY [--]. Unified commerce volume up 30% YOY payment terminals at clients rose with [--] thousand"  
[X Link](https://x.com/DutchInvestors/status/1783379306296623179)  2024-04-25T06:15Z [--] followers, [---] engagements


"5. The company now reports revenue from its Client Computing Group Data Center and AI and Network and Edge divisions under its Intel Products segment. Altera Mobileye and Other now report under the All Other Segment while Intels Foundry business reports under Intel Foundry"  
[X Link](https://x.com/DutchInvestors/status/1783593254266544146)  2024-04-25T20:25Z [--] followers, [---] engagements


"Strong innovation drove double-digit revenue growth in Intel Products. With Intel [--] in high-volume production are being manufactured in the U.S. for the first time in almost a decade and we are on track to regain process leadership next year as we grow Intel Foundry.""  
[X Link](https://x.com/DutchInvestors/status/1783593257722605796)  2024-04-25T20:25Z [--] followers, [---] engagements


"Dutch company $BFIT with a similar business model as Dino Polska $DNP and Action $III posted Q1 earnings today. Basic-Fit $BFIT is a gym chain that's growing rapidly in Europe. Here are the highlights: [--]. Number of memberships grew with 13% to [----] million. (Graph from Q1 2023)"  
[X Link](https://x.com/DutchInvestors/status/1783819687664463885)  2024-04-26T11:25Z [----] followers, [----] engagements


"2. $BFIT club network increased by [---] to [-----] clubs in Q1 [----]. YOY: increase of 19% in clubs. [--]. Revenue increased with 16% to [---] million [--]. Average revenue per user increased to [-----] (22.63 previous year)"  
[X Link](https://x.com/DutchInvestors/status/1783819690260762892)  2024-04-26T11:25Z [--] followers, [---] engagements


"5. $BFIT growing agressively in France and Spain. Still sees plenty of room to grow. [--]. For [----] Basic-fit expects revenue between 1.2-1.25 billion avg. revenue per member of [-----] FCF before club expansion between 2.60-2.95 and a mature club ROIC of over 30%. $BFIT"  
[X Link](https://x.com/DutchInvestors/status/1783819692919980062)  2024-04-26T11:25Z [--] followers, [---] engagements


"#BASICFIT just posted earnings update. [--]. 16% revenue increase to [---] million. [--]. [--] million membership milestone achieved #BFIT highlights of first three months: [--]. Number of memberships increased by [-------] to [----] million (up [---] thousand memberships or 13% YoY)"  
[X Link](https://x.com/DutchInvestors/status/1783954916865712399)  2024-04-26T20:22Z [--] followers, [--] engagements


"2024 Outlook of #Basicfit [--]. Club network to increase to around [----] clubs including RSG Spain acquisition [--]. Revenue of between [----] billion to [----] billion [--]. Average revenue per member per month to increase to at least 24.50"  
[X Link](https://x.com/DutchInvestors/status/1783954918321078754)  2024-04-26T20:22Z [--] followers, [--] engagements


"Our deep dive analysis on Chipotle Mexican Grill $CMG is out now We will post one deep dive analysis every week on Friday. Get access with a 7-day free trial period https://www.thedutchinvestors.com/post/chipotle-mexican-grill-stock-research-report https://www.thedutchinvestors.com/post/chipotle-mexican-grill-stock-research-report"  
[X Link](https://x.com/DutchInvestors/status/1784557936880054280)  2024-04-28T12:19Z [--] followers, [--] engagements


"Dive into Part [--] of the Chipotle Mexican Grill Research Report now FREE on Substack #Chipotle $CMG https://thedutchinvestors.substack.com/p/chipotle-mexican-grill-research-report https://thedutchinvestors.substack.com/p/chipotle-mexican-grill-research-report"  
[X Link](https://x.com/DutchInvestors/status/1784937862619713753)  2024-04-29T13:28Z [----] followers, [--] engagements


"Samsung $005930 reported Q1 earnings today. [--]. Revenue accelerated with 12.5% Y/Y to [-----] trillion KRW in Q1 [----]. [--]. Operating profit increased from 4.2% in the previous quarter to 9.2% in Q1 [----]. #Samsung"  
[X Link](https://x.com/DutchInvestors/status/1785201878608822295)  2024-04-30T06:57Z [---] followers, [--] engagements


"3. Memory (DRAM) sales grew with 96% YoY and 11% QoQ. [--]. The semiconductor revenue portion is now 32.1% of total #Samsung revenue. [--]. ROE the same as in Q4 [----] at around 7%. $005930"  
[X Link](https://x.com/DutchInvestors/status/1785201881276449208)  2024-04-30T06:57Z [---] followers, [--] engagements


"6. Strong growth was due to strong demand for DDRS and generative AI storage. [--]. For Q2 [----] Samsung expects semiconductor business to grow and mobile demand to stay stable. [--]. Cash is flowing in at #Samsung with a net cash position of [-----] trillion KRW now"  
[X Link](https://x.com/DutchInvestors/status/1785201883067400576)  2024-04-30T06:57Z [---] followers, [--] engagements


"9. FCF is negative due to high investments in foundries and other PPE. [--]. Overall #Samsung presented better than expected results as they already mentioned in the beginning of the month. Good to see them investing for future growth to keep its market leadership in DRAM"  
[X Link](https://x.com/DutchInvestors/status/1785201885286105569)  2024-04-30T06:57Z [---] followers, [--] engagements


"The Coca-Cola Company just reported earnings and is down - 1% in pre-market trading $KO [--]. Revenues: Net revenues grew 3% to $11.3 billion and organic revenues (non-GAAP) grew 11%. Revenue performance included 13% growth in price/mix and a 2% decline in concentrate sales"  
[X Link](https://x.com/DutchInvestors/status/1785267192822366428)  2024-04-30T11:17Z [---] followers, [--] engagements


"3. EPS grew 3% to $0.74 while comparable EPS (non-GAAP) grew 7% to $0.72. [--]. The company gained value share in total nonalcoholic ready-to-drink (NARTD) beverages. Coca-Cola holds a 43.7% market share of global sales in the non-alcoholic beverage industry (Statista)"  
[X Link](https://x.com/DutchInvestors/status/1785267205166322160)  2024-04-30T11:17Z [---] followers, [--] engagements


"5. Cash flow: Cash flow from operations was $528 million an increase of $368 million versus the prior year. Free cash flow was $158 million an increase of $274 million versus last year. [--]. Outlook: The Coca-Cola Company expect 8-9% organic revenue growth for the full year. #KO"  
[X Link](https://x.com/DutchInvestors/status/1785267208135872889)  2024-04-30T11:17Z [---] followers, [--] engagements


"Invert always invert. This is a beautiful story from Charlie #Munger (Poor Charlie's Almanack) that can help you become a better investor and problem-solver. It is about Munger's days at the Air Force. ✈"  
[X Link](https://x.com/DutchInvestors/status/1785567553890226321)  2024-05-01T07:10Z [---] followers, [--] engagements


"If you had to pick one car company to invest in out of these two which one would it be and why $TSLA $P911 #Porsche"  
[X Link](https://x.com/DutchInvestors/status/1785668355417928119)  2024-05-01T13:51Z [---] followers, [---] engagements


"Etsy just reported its Q1 [----] earnings. $ETSY is down almost -15% in after hours. Here are the highlights: [--]. GMS (Gross Merchandise Sales) for Etsy declined by 3.7% to $3 billion. #Etsy marketplace GMS specifically was $2.6 billion marking a 5.3% decline year-over-year"  
[X Link](https://x.com/DutchInvestors/status/1785766482263069049)  2024-05-01T20:21Z [---] followers, [---] engagements


"3. The number of active #Etsy buyers increased by 1.9% YoY to [----] million. [--]. Reactivated buyers increased by 5.9% compared to the prior year while new buyer acquisitions stood at [---] million. There was a slight decline in GMS per active buyer"  
[X Link](https://x.com/DutchInvestors/status/1785766491561893963)  2024-05-01T20:21Z [---] followers, [--] engagements


"5. The number of habitual #Etsy buyers decreased by 2.9% YoY but retention rates improved slightly. ( $Etsy didn't disclose by how much). [--]. U.S. domestic GMS represented 52% of total GMS while GMS outside the U.S. accounted for 48%"  
[X Link](https://x.com/DutchInvestors/status/1785766496557322279)  2024-05-01T20:21Z [---] followers, [---] engagements


"6. Revenue increased to $646.0 million primarily driven by growth in payments revenue transaction fee revenue from Offsite Ads and Etsy Ads. [--]. Net income decreased to $63.0 million with a net income margin of approximately 9.8%. $Etsy ended with $1.1 billion in cash"  
[X Link](https://x.com/DutchInvestors/status/1785766501632418272)  2024-05-01T20:21Z [---] followers, [---] engagements


"@DividendGrowth Perhaps they should throw out the dividend and pay of some of its debt and use its cash flow for stock repurchases. Much better use of capital i'd say"  
[X Link](https://x.com/DutchInvestors/status/1786132497354326135)  2024-05-02T20:35Z [---] followers, [---] engagements


"Booking Holdings $BKNG came up with phenomenal figures yesterday: [--]. Revenue grew 17% Y/Y to $4.4 billion [--]. Net profit was $776 million 192% growth Y/Y ()* [--]. Room nights booked increased 9% Y/Y. [--]. Earnings per share (EPS) amounted to $22.37. A growth of 220% Y/Y.* #Booking"  
[X Link](https://x.com/DutchInvestors/status/1786332808127934848)  2024-05-03T09:51Z [---] followers, [---] engagements


"* $BKNG Booking also has interests in listed companies that are included in this result. A better picture is the Adjusted net profit which was $708 million last quarter and [---] million in Q1 [----] which is an increase of 61%. Adjusted EPS rose 76% Y/Y"  
[X Link](https://x.com/DutchInvestors/status/1786332810136932651)  2024-05-03T09:51Z [---] followers, [--] engagements


"8. Notably as the company grows G&A (General and Administrative) costs decreased by approximately 30% Y/Y. [--]. The mobile apps also allow us more opportunities to engage directly with consumers. In Q1 mobile app mix of about 51% was 5% higher than the first quarter of 2023"  
[X Link](https://x.com/DutchInvestors/status/1786332816587833844)  2024-05-03T09:51Z [---] followers, [--] engagements


"10. The number of diluted shares outstanding decreased by approximately 9% Y/Y. $BKNG eats itself at a rapid pace [--]. Although overnight stays still account for the vast majority of turnover we also see growth in other segments. Especially airline tickets continue to grow fast"  
[X Link](https://x.com/DutchInvestors/status/1786332819343466654)  2024-05-03T09:51Z [---] followers, [--] engagements


"@MichaelAArouet Thank you for sharing. The tax system in Europe and the extreme regulation on sustainability (such as getting no building permits) are also factors for companies not to invest. Our government was lagging for a long time until $ASML started speculating about investing abroad"  
[X Link](https://x.com/DutchInvestors/status/1787770406415249431)  2024-05-07T09:04Z [---] followers, [---] engagements


"The Walt Disney Company$DIS just reported Q2 [----] earnings Here's what you missed: [--]. Revenue increased to $22.1 billion. [--]. #Disney management expects EPS growth of 25%"  
[X Link](https://x.com/DutchInvestors/status/1787798965456392422)  2024-05-07T10:57Z [---] followers, [---] engagements


"3. Net income margin for $GEBN stood at 22.7% still very high given the industry the're operating in. [--]. EPS down with almost 10% to [----] CHF (diluted). [--]. #ROIC of 22.8% [--]. Net debt up around 10% YoY"  
[X Link](https://x.com/DutchInvestors/status/1787805739051790813)  2024-05-07T11:24Z [----] followers, [---] engagements


"7. #Outlook for [----] is declining revenue en profit. $GEBN #Geberit stresses that it keeps investing to increase market share in the #industry. "The objective is to overcome the challenges caused by the uncertain volume development without harming the medium-term potential.""  
[X Link](https://x.com/DutchInvestors/status/1787805740796727542)  2024-05-07T11:24Z [----] followers, [---] engagements


"We like $AMZN. Amazon's participation Rivian $RIVN published numbers let's take a look [--]. Revenue up 82% to $1.2 bilion while gross profit is still $527 million negative. [--]. The gross profit per vehicle is $38.784 negative"  
[X Link](https://x.com/DutchInvestors/status/1787957766340178172)  2024-05-07T21:28Z [---] followers, [---] engagements


"3. This means that $RIVN is selling its #cars for less than the cost of the car. A figure that every (potential) #investor must keep an close eye on. [--]. #Rivian delivered [------] vehicles in Q1 while this was [-----] in the same period last year. An increase of 71%"  
[X Link](https://x.com/DutchInvestors/status/1787957770098274656)  2024-05-07T21:28Z [---] followers, [---] engagements


"5. #Cash and #equivalents decreased to $6 billion while having $4.4 billion in long term debt. [--]. A positive sign for investors (or a sign for weak demand): $RIVN #Rivian reduced its capex #guidance for [----] to $1.2 billion"  
[X Link](https://x.com/DutchInvestors/status/1787957773193613474)  2024-05-07T21:28Z [---] followers, [---] engagements


"7. $RIVN Rivian stated that the R1S #vehicle was the best-selling EV in the US 70k. And that they have a 5.1% #marketshare in the US EV market in Q1 [----]. Two interesting and surprising statements"  
[X Link](https://x.com/DutchInvestors/status/1787957776456839224)  2024-05-07T21:28Z [---] followers, [---] engagements


"8. Rivian $RIVN stated that they focus on bringing [-------] electric delivery vans for Amazon to the road. [--]. Rivian is down 3.5% in after-hours trading.🔻"  
[X Link](https://x.com/DutchInvestors/status/1787957779225039079)  2024-05-07T21:28Z [---] followers, [---] engagements


"Look at the stable and low #churn rate of $NFLX in [----]. Stays around a solid 2%. #Competitors like $AAPL $DIS $PARA and $WBD have much higher and fluctuating churn rates. What is your favourite #streaming #service Source: Antenna - Axios"  
[X Link](https://x.com/DutchInvestors/status/1788105953268625800)  2024-05-08T07:17Z [---] followers, [---] engagements


"No it isn't $RACE but #AirBNB $ABNB that reported earnings Here are some quick highlights for you. [--]. Q1 #revenue up 18% to $2.14 billion [--]. Net income more than #doubled to $264 million (12% net income margin). [--]. #Nights and #experiences up 9.5% to [---] million"  
[X Link](https://x.com/DutchInvestors/status/1788304412886048788)  2024-05-08T20:26Z [---] followers, [---] engagements


"4. Ah the link to $RACE. You can now book your night at special 'icons' such as a #Ferrari museum. [--]. #Airbnb launched 'Group Trips' that makes it easy to plan #collaborate and #communicate as a travel group. $ABNB"  
[X Link](https://x.com/DutchInvestors/status/1788304416581247092)  2024-05-08T20:26Z [----] followers, [---] engagements


"6. In the #USA and #Europe travel demand is stable. In #LATAM and #Asia demand is growing with 20% more nights booked via $ABNB. [--]. Very solid FCF with $1.9 billion"  
[X Link](https://x.com/DutchInvestors/status/1788304419458621541)  2024-05-08T20:26Z [----] followers, [--] engagements


"8. #Shares outstanding are declining [--]. For Q2 [----] $ABNB expects to deliver revenue of $2.68 billion to $2.74 billion. [--]. Full year guidance was reiterated. [--]. $ABNB down 7% post market"  
[X Link](https://x.com/DutchInvestors/status/1788304422608470456)  2024-05-08T20:26Z [---] followers, [---] engagements


"12. Wanna see Part I of our #deepdive analysis of $ABNB's competitor $BKNG Here is a link to read it for free https://thedutchinvestors.substack.com/p/booking-holdings-q1-earnings-update http://Booking.com https://thedutchinvestors.substack.com/p/booking-holdings-q1-earnings-update http://Booking.com"  
[X Link](https://x.com/DutchInvestors/status/1788304424785363079)  2024-05-08T20:26Z [---] followers, [---] engagements


"3. Daily Active Users (DAUs) increased by 54% to [----] million. Monthly Active Users (MAUs) was [----] million (+35% Y/Y). [--]. Net profit was [--] million. This is quite striking considering the net margin is already 16% for a fast-growing company. Last year $DUOL wasn't profitable"  
[X Link](https://x.com/DutchInvestors/status/1788322447051083893)  2024-05-08T21:37Z [---] followers, [---] engagements


"5. As expected the strongest growth comes from #subscription: users who pay to no longer see ads and to be able to practice for longer. [--]. The #outlook is quite strong. Q2 revenue growth expected at 39%. The FY [----] figures have also been increased. $DUOL #Duolingo"  
[X Link](https://x.com/DutchInvestors/status/1788322450876342340)  2024-05-08T21:37Z [---] followers, [---] engagements


"🚨Dino Polska has just released its Q1 [----] earnings As $DNP.WA shareholders here's a quick rundown so you don't miss a thing [--]. YoY sales up 20.3% [--]. Like-for-like sales up 11.9% YoY. Food inflation 2.6% so very positive [--]. EBITDA up 7.4% the pressure on margins is clear"  
[X Link](https://x.com/DutchInvestors/status/1788609113783423153)  2024-05-09T16:36Z [----] followers, [----] engagements


"4. The amount of store openings of +32 was made public in April already. We can see a clear stagnation of growth here in Q1 for #DinoPolska. [--]. $DNP.WA improved Net debt/ebitda ratio to [----] EBITDA grew faster than debt. [--]. EPS up 9% YoY"  
[X Link](https://x.com/DutchInvestors/status/1788609116329374087)  2024-05-09T16:36Z [----] followers, [---] engagements


"6. $DNP.WA fresh products including meat cold cuts and poultry accounted for 41.1% of the Groups sales in Q1 [----]. In Q1 [----] this part accounted for 42%. Non-food and other was up compared to YoY. Reason could be the increased price sensitivity of consumers. #Dino"  
[X Link](https://x.com/DutchInvestors/status/1788609118736916817)  2024-05-09T16:36Z [----] followers, [---] engagements


"7. As we know competition in Poland is growing: "The decline in the EBITDA margin stemmed from the cost of sales growing at a faster pace than sales revenue (.) and faced with fiercer price competition on the retail grocery market in Poland." $DNP.WA"  
[X Link](https://x.com/DutchInvestors/status/1788609120662069387)  2024-05-09T16:36Z [----] followers, [---] engagements


"8. On store openings in 2024: "the Companys Management Board expects that in [----] the total number of $DNP.WA stores will grow by a low double digit percentage figure while total capital expenditures will be roughly PLN 1.5-1.6 billion.""  
[X Link](https://x.com/DutchInvestors/status/1788609122948067611)  2024-05-09T16:37Z [----] followers, [---] engagements


"9. What stood out the most for us was the rebound of Like-for-like sales even though food inflation dropped. It seems good to keep watching store rollout. $DNP.WA should be able to open at least [---] more this year given their expectations. #Dino #DinoPolska"  
[X Link](https://x.com/DutchInvestors/status/1788609125426880800)  2024-05-09T16:37Z [----] followers, [---] engagements


"What does The Coca Cola Company $KO have in common with Spirits-king Diageo $DGE During my analysis about Diageo I found out that the two are quite similar"  
[X Link](https://x.com/DutchInvestors/status/1790354635049377840)  2024-05-14T12:13Z [---] followers, [---] engagements


"1. Margins are pretty similar. Gross profit margin is almost the same while $KO beats in operating margin by a few basispoints. Probably due to the larger scale and operational efficiency of Coca-Cola compared to Diageo $DGE"  
[X Link](https://x.com/DutchInvestors/status/1790354638039892423)  2024-05-14T12:13Z [---] followers, [--] engagements


"2. Both companies have amazing brands that are around for centuries. $KO: Coca-Cola (founded in 1892) Fanta (founded in 1940). $DGE: Guinness (founded in 1759) Johnnie Walker (founded in 1820)"  
[X Link](https://x.com/DutchInvestors/status/1790354641458282941)  2024-05-14T12:13Z [---] followers, [--] engagements


"3. Both companies enjoy the benefit of scale compared to smalle competitors. They can make acquisitions and integrate them into their supply chains to release immediate cost-benefits. $KO $DGE #investing #stocks"  
[X Link](https://x.com/DutchInvestors/status/1790354644918472900)  2024-05-14T12:13Z [---] followers, [--] engagements


"4. $KO has a market share of almost 50% while $DGE has a market share within the low double digits. More room to grow for Diageo it seems. What is your favorite out of these two companies #stocks #investing #qualitystock"  
[X Link](https://x.com/DutchInvestors/status/1790354648668225928)  2024-05-14T12:13Z [---] followers, [--] engagements


"@stonkmetal Thanks So Stemmer can reinvest just a small percentage of their operating cash flow pay out the rest as dividends and grow high singles. Sounds good as long as they can keep a competitive edge"  
[X Link](https://x.com/DutchInvestors/status/1790673401431892360)  2024-05-15T09:19Z [---] followers, [--] engagements


"$GRAB the $UBER of Southeast Asia reported Q1 [----] earnings. #Uber even has a 27.5% stake in #Grab. [--]. Revenue up 24% YoY (29% CC). [--]. Mobility & Delivery revenue up 18% (21% YoY)"  
[X Link](https://x.com/DutchInvestors/status/1790993996111630575)  2024-05-16T06:33Z [---] followers, [---] engagements


"@DrM7d Good addition They initially had a 27.5% stake in the company after selling their Southeast Asia Uber division. You are right that they own less now since Uber is decreasing its stakes in (competing) companies"  
[X Link](https://x.com/DutchInvestors/status/1791081793875042604)  2024-05-16T12:22Z [---] followers, [--] engagements


"Yesterday Walmart $WMT presented its Q1 [----] numbers. Here our takeaways [--]. 6% revenue growth to [-----] billion (). This means that they still do more sales then Amazon $AMZN ($143.3 billion last quarter)"  
[X Link](https://x.com/DutchInvestors/status/1791370238451167670)  2024-05-17T07:28Z [---] followers, [---] engagements


"2. If we look at sales we saw the stongest growth in their #international segment. This also holds for operating margin. [--]. 24% growth in (high margin) #advertising segment #Walmart $WMT"  
[X Link](https://x.com/DutchInvestors/status/1791370241043247499)  2024-05-17T07:28Z [---] followers, [--] engagements


"4. US $WMT comparable #sales growth of only 3.8% [--]. [---] B returned to shareholders through #dividends and share #repurchases [--]. #Ecommerce segment grew 21% globally"  
[X Link](https://x.com/DutchInvestors/status/1791370243534717412)  2024-05-17T07:28Z [---] followers, [--] engagements


"7. The #margins of #Walmart $WMT also increased quite nice as you can see on first picture of this thread. [--]. Cash & Equivalents of $94 B while having around $50 B in debt"  
[X Link](https://x.com/DutchInvestors/status/1791370245531214228)  2024-05-17T07:28Z [---] followers, [--] engagements


"9. Sam's club one of the largest competitors of Costco $COST did grow only 4.6% to $21.4 B"  
[X Link](https://x.com/DutchInvestors/status/1791370247666049472)  2024-05-17T07:28Z [---] followers, [--] engagements


"10. #Walmart $WMT updated their #guidance. They stated that they expect #results to be on the high end of their earlier guidance or slightly above that"  
[X Link](https://x.com/DutchInvestors/status/1791370250082038003)  2024-05-17T07:28Z [---] followers, [--] engagements


"On X we've posted about #Porsche $P.911 several times. Some call Porsche the $LVMH of the car industry. Now it's time to release our research report about the company. Read Part 1/3 on our Substack for #free Part [--] and [--] coming in the next few days. https://thedutchinvestors.substack.com/p/porsche-ag-research-report-part-1 https://thedutchinvestors.substack.com/p/porsche-ag-research-report-part-1"  
[X Link](https://x.com/DutchInvestors/status/1791468411555340634)  2024-05-17T13:58Z [---] followers, [---] engagements


"The 44th Omaha Brunch of Markel Group $MKL took place with [-----] people. Here are some lessons for you 🧵 [--]. #Gayner called Michael Heaton (COO) the #architect like #Buffett called #Munger the architect of Berkshire $BRK.B"  
[X Link](https://x.com/DutchInvestors/status/1791581285342670964)  2024-05-17T21:27Z [---] followers, [---] engagements


"2. #Costafarms a Markel $MKL Venture sells plants. They have [--] million square foot on which they grow plants the other top [--] players have [--] million in total. Realize how big they are. They bought an add-on (Battlefield) last year"  
[X Link](https://x.com/DutchInvestors/status/1791581289445015933)  2024-05-17T21:27Z [----] followers, [---] engagements


"3. Gayner: "there are sometimes periods of no growth in written premiums while $MKL equity value has turned upside down sometimes." That's because $MKL only takes insurance when they think it's profitable. No growth is not necessarily a bad thing but rather a sign of discipline"  
[X Link](https://x.com/DutchInvestors/status/1791581293299581199)  2024-05-17T21:27Z [----] followers, [---] engagements


"4. Gayner: About Our combined ratio There were some mistakes that we made in the last few years that are our own faults. We did not execute as well as what we would have liked to have done. Weve made some meaningfull changes within the organization. $MKL #reflection"  
[X Link](https://x.com/DutchInvestors/status/1791581296717906131)  2024-05-17T21:27Z [----] followers, [---] engagements


"5. About #Berkshire $BRK.B exiting #Markel $MKL: It didn't became clear what the reason of the sale was. This is what Gayner said: Personally as a Markel shareholder Ive not sold any shares Ive purchased more shares We continue to buy Markel stock"  
[X Link](https://x.com/DutchInvestors/status/1791581301608456374)  2024-05-17T21:27Z [----] followers, [---] engagements


"6. Gayner About compensation: In general its long term. We want people that are run our businesses not to have compensation based on just one year"  
[X Link](https://x.com/DutchInvestors/status/1791581304531927362)  2024-05-17T21:27Z [---] followers, [--] engagements


"7. State National (part of $MKL) provides services to #Tesla $TSLA although they did not tell which services exactly"  
[X Link](https://x.com/DutchInvestors/status/1791581307883176156)  2024-05-17T21:27Z [---] followers, [---] engagements


"1/4: Let's look at $BESI Semiconductor a key player in the semiconductor equipment industry Headquartered in the Netherlands BESI specializes in advanced packaging assembly and interconnect solutions essential for creating efficient powerful chips. 📍#Semiconductors #Tech"  
[X Link](https://x.com/DutchInvestors/status/1792288224380891240)  2024-05-19T20:16Z [---] followers, [---] engagements


"@SvnCapital @TegusHQ Thank you for sharing. One question: What is meant with "Then you dot have private label." Dino Polska does have private label (6% of revenue excluding meat division). This is from their annual report 2023"  
[X Link](https://x.com/DutchInvestors/status/1792487760923599349)  2024-05-20T09:29Z [---] followers, [--] engagements


"Good news for $HIMS: They just announced they're offering affordable GLP-1 injections to expand their weight loss program. $HIMS is up 22% now https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx"  
[X Link](https://x.com/DutchInvestors/status/1792556219476881433)  2024-05-20T14:01Z [---] followers, [---] engagements


"With this move $HIMS addresses market shortages and high costs potentially attracting a larger customer base. This move enhances their competitive edge in the health and wellness industry and supports the possibility of significant revenue growth in their weight loss segment"  
[X Link](https://x.com/DutchInvestors/status/1792556221293060411)  2024-05-20T14:01Z [---] followers, [---] engagements


"Most investors who beat the market do it with a handful of companies. #Peter #Lynch used to have over [---] companies in his portfolio [-----] stocks would be normal for him. He realized an execeptional 29.2% annual return during his times at the Magellan Fund. #investing #stocks"  
[X Link](https://x.com/DutchInvestors/status/1793243243817087140)  2024-05-22T11:31Z [---] followers, [--] engagements


"@CCM_Brett @chitchatstocks Lululemon $LULU"  
[X Link](https://x.com/DutchInvestors/status/1793373756515299489)  2024-05-22T20:09Z [---] followers, [---] engagements


"Europe's most valuable companies. Do you own one or more $ASML $LVMH $SAP $ACN"  
[X Link](https://x.com/DutchInvestors/status/1793510471854960914)  2024-05-23T05:13Z [---] followers, [---] engagements


"$NVDA is worth more than $AMZN and $TSLA combined now. Justified AI hype Overvalued or undervalued"  
[X Link](https://x.com/DutchInvestors/status/1794626951631519805)  2024-05-26T07:09Z [---] followers, [---] engagements


"Some thoughts and facts about $NFLX. - Lowest Churn rate of all streamers by far with 2% - Highest growth in subscribers in last [--] years - Significant insider share ownership - One of the healthiest balance sheets in the industry - 60% of offering is Netflix-created"  
[X Link](https://x.com/DutchInvestors/status/1794801102988402871)  2024-05-26T18:41Z [---] followers, [---] engagements


"- Netflix is double the size of Disney+ - Focusing more and more on live sports right now 🥎 - $NFLX has become a verb signalling it's impressive brand - ROIC is increasing year after year $NFLX strenghtening its moat. 🏰"  
[X Link](https://x.com/DutchInvestors/status/1794801106582974706)  2024-05-26T18:41Z [---] followers, [---] engagements


"- #streaming industry likely to consolidate in next decade we expect $NFLX to be one of them definitely. - $NFLX could potentially acquire other media companies like $WBD to increase offering. What is your opinion about Netflix $NFLX 💻👀"  
[X Link](https://x.com/DutchInvestors/status/1794801109179183458)  2024-05-26T18:41Z [---] followers, [---] engagements


"@TheRayMyers Thank you for your addition Ray. You are right that Netflix is not interested in linear assets. Picking the valuable parts if possible is very interesting. The question is if that is realistic"  
[X Link](https://x.com/DutchInvestors/status/1794806432724074544)  2024-05-26T19:02Z [---] followers, [--] engagements


"Here is our final part including #valuation conclusion and end score of #Booking Holdings $BKNG the online travel king. 🧳👑 Check it out for free now https://thedutchinvestors.substack.com/p/booking-holdings-research-report-343 https://thedutchinvestors.substack.com/p/booking-holdings-research-report-343"  
[X Link](https://x.com/DutchInvestors/status/1794818243871363169)  2024-05-26T19:49Z [---] followers, [--] engagements


"Today we are sharing a thread of [--] undervalued but great #investing and #stock market accounts [--]. @BeuvingJordy: Jordy is an analyst working for @deaandeelhouder. He is a specialist in #tech and #semiconductor businesses. A must follow for deep insights and updates 📱🤖"  
[X Link](https://x.com/anyuser/status/1795540680179429718)  2024-05-28T19:40Z [----] followers, [----] engagements


"2. @chitchatstocks: A truly awesome duo that discusses quality companies and new investment ideas. They write analysis and also publish a weekly podcast where they discuss markets business developments and business deep dives. A must follow for quality 🎙📑"  
[X Link](https://x.com/DutchInvestors/status/1795540684151382168)  2024-05-28T19:40Z [---] followers, [----] engagements


"3. @Invesquotes: Leandro from Best Anchor Stocks is a fantastic equity investor that publishes his work in the form of articles on his s-stack. One of his latest publications is about John Deere $DE. Check it out ⚓"  
[X Link](https://x.com/DutchInvestors/status/1795540687942795293)  2024-05-28T19:40Z [---] followers, [---] engagements


"$META has one of the strongest #networkeffects in the world. Each new user adds value not only by their presence but also by their interactions content creation and the data they provide which in turn attracts more users AND businesses. 🔁"  
[X Link](https://x.com/DutchInvestors/status/1795737892117197123)  2024-05-29T08:44Z [---] followers, [--] engagements


"As an influencer or business why would you leave $META It takes a lot of effort and time to build a community with thousands or even millions of followers elsewhere. As a user why would you leave $META platforms All your friends interactions and interests are there"  
[X Link](https://x.com/DutchInvestors/status/1795737894822515170)  2024-05-29T08:44Z [----] followers, [---] engagements


"Of course social media platforms can be disrupted as we saw in the past. However so far $META has adapted quickly to stay ahead new #competitors: - Quick implementation of 'stories' after $SNAP introduced it. - Fast deployment of 'reels' after #Tiktok introduced it"  
[X Link](https://x.com/DutchInvestors/status/1795737897393664072)  2024-05-29T08:44Z [----] followers, [---] engagements


"Poor Charlie's Almanack was a real gem In this post let us share [--] (investment) lessons from the book [--]. Beta and modern portfolio theory; none of it makes any sense to me. We buy businesses with sustainable #competitive #advantages at a low or even a fair price. [--]. If I was in a business where people would measure me against #benchmarks force me to be fully invested and own a minimum amount of #stocks I would hate it." [--]. One of the key elements of investing successfully is having the right temperament. Most people worry too much. Success means being very patient but aggressive when its"  
[X Link](https://x.com/DutchInvestors/status/1796533387018043488)  2024-05-31T13:25Z [---] followers, [---] engagements


"Hi Jens you're completely right. Basic Fit leases most of the property. Dino owns it. Dino builds stores up from the ground and Basic Fit can grow through both acquisitions and opening/leasing new locations. In terms of revenue growth i think the two are quite comparable. :) Are you a shareholder of one of them 😃"  
[X Link](https://x.com/DutchInvestors/status/1797338659563196699)  2024-06-02T18:45Z [---] followers, [--] engagements


"Between [----] and [----] three menu items from American #fastfood chains experienced the most significant price hikes according to data provided by Finance Buzz last updated in May [----]. McDonald's $MCD Leads Price Increases Over the past ten years nearly every fast food restaurant chain has raised its prices but which menu items have led the way Out of all the fast food menu items McDonalds' McChicken sandwich saw the greatest price increase almost tripling in price from $1.00 in [----] to $2.99 in [----]. McDonalds' McDouble burger and medium fries also ranked second and third respectively for"  
[X Link](https://x.com/DutchInvestors/status/1797632539063935165)  2024-06-03T14:12Z [---] followers, [---] engagements


"Dino Polska's $DNP's founder and majority shareholder Thomasz Biernacki is one of the most secretive businessman in the world.🔍🥸 Here a profile of the founder and leader of $DNP. One of the richest man in Poland is none other than Tomasz Biernacki the founder of Dino. His stake in Dino amounts to 51.16% of the total outstanding shares. At the age of [--] Biernacki opened his first Dino supermarket. Not as big as a Carrefour nor as small as a neighborhood store but of a medium size. He used trial and error but once he found the right supermarkt formula he quickly opened a second supermarket."  
[X Link](https://x.com/DutchInvestors/status/1797701089539559686)  2024-06-03T18:45Z [----] followers, [---] engagements


"When you receive this kind of letter post from a company to raise money all alarms should be ringing. 🚨 Just received this advertisement of $FAST in my mailbox. They offer bonds for 6% interest. But why would they make such an effort to raise capital Well probably because the banks won't provide it. Their interest coverage ratio is just [---]. If you substract network expansion costs Fastned pays more interest than they earn money"  
[X Link](https://x.com/DutchInvestors/status/1797969166671987084)  2024-06-04T12:30Z [---] followers, [---] engagements


"This sentence summarizes a good #serialacquirer perfectly: "A serial acquirer succeeds when it can reinvest generated cash flows in new companies for a long period of time at a high return." Would you add something $TEQ $CSU $DHR $LIFCO $VIT.B"  
[X Link](https://x.com/DutchInvestors/status/1798282369474154885)  2024-06-05T09:15Z [---] followers, [---] engagements


"$ASML's new High NA EUV machine it's beyond imagination how complex this machine is. It looks incredible so check out the video Today the news came out that $TSM will get the machine this year and that orders for the new machine are expected later this year. 2nm node chips can ultimately be made more efficiently with this new machine. https://youtu.be/h_zgURwr6nAsi=uPw2tsEOjYgDFiZN https://youtu.be/h_zgURwr6nAsi=uPw2tsEOjYgDFiZN"  
[X Link](https://x.com/DutchInvestors/status/1798419264271008213)  2024-06-05T18:19Z [---] followers, [---] engagements


"In May $TSM claimed it didn't need the Hign NA EUV machine's necessarily to make [--] nm chips: "When actually High NA EUV will come in play I think it depends on where's the optimum economic and the technical balancing we can achieve" - Zhang Was it a tactical move from $TSM to improve its bargaining position towards $ASML Link from May: https://www.reuters.com/technology/tsmc-says-asml-high-na-euv-machine-not-necessary-a16-node-2024-05-14/ 🌐✅⚠📈 ASML shares rise on CFO Dassen's comments on orders https://t.co/lRqP1O7tPy - ASML "sounded optimistic" that commercial talks with TSMC were nearing"  
[X Link](https://x.com/DutchInvestors/status/1798637049643221498)  2024-06-06T08:44Z [---] followers, [---] engagements


"Look at the similarity between $ASML and $TSM revenue growth $ASML [--] year revenue CAGR: 11.7% $TSM [--] year revenue CAGR: 11.9%"  
[X Link](https://x.com/DutchInvestors/status/1799160525051335038)  2024-06-07T19:24Z [---] followers, [---] engagements


"A chart listing ten iconic American brands when they were first sold to foreign companies who owns them now. Beloved American Jeweler to $LVMH's Crown Jewel Tiffany and Co.'s 183-year American story came to an end in [----] after French luxury giant LVMH announced plans to acquire the company. The sale did not progress smoothly and after more than a year of back-and-forth LVMH completed its acquisition in [----] for a slightly-reduced $16 billion price tag. In the years since #Tiffany's earnings have doubled $LVMH's stock price has risen 50% and Bernard Arnault-LVMH Chairman and CEO-became the"  
[X Link](https://x.com/DutchInvestors/status/1799727410062959062)  2024-06-09T08:57Z [---] followers, [---] engagements


"Don't trade because of election results. The French European elections showed a swing to the right. Emmanuel #Macron has proposed new parliamentary elections. The largest French #Stock exchange (CAC40) is down almost 2% today. But does it matter whether a government is left or right wing Data from the USA shows it doesn't really matter (when you filter out oil crisis dotcom crisis and financial crisis). Do you buy or sell because of an election #stocks #investing #trading #elections #investinglesson"  
[X Link](https://x.com/DutchInvestors/status/1800182844259504220)  2024-06-10T15:06Z [---] followers, [---] engagements


"Big difference between operating costs in [----] of $TEAM and $NOW $TEAM: - R&D costs: 53% of revenue - SGA costs: 22% of revenue $NOW: - R&D costs: 24% of revenue - SGA costs: 39% of revenue We think high marketing expenses vs high R&D expenses is correlating with respectively short term vs long term orientation. #investing #stocks #longterm #longtermthinking"  
[X Link](https://x.com/DutchInvestors/status/1800533046128451672)  2024-06-11T14:18Z [---] followers, [---] engagements


"Green light for $ASML to expand its operations in Eindhoven near it's HQ in Veldhoven. This evening the municipality of Eindhoven voted in favour of the plan. The new campus offers space to 20.000() more employees. $ASML hasn't made an official decision about whether it will expand in that area because first it wants to have certainty from the different government agencies. #semicon #investing #ASML"  
[X Link](https://x.com/DutchInvestors/status/1800613083276034198)  2024-06-11T19:36Z [---] followers, [---] engagements


"The car manufactoring business is a VERY competitive one: JUNE [--] (Reuters) - Electric vehicle startup Fisker $FSRN which sought Chapter [--] protection earlier this week said its U.S. units had also filed for bankruptcy in a court in Delaware on Wednesday"  
[X Link](https://x.com/DutchInvestors/status/1803424477876760768)  2024-06-19T13:47Z [---] followers, [---] engagements


"We don't have to share another graph of $NKE being down a lot in today's market. However if you are interested in #Nike $NKE it might be interesting to read our full research report on Nike coming out next Friday You can subscribe at for only 10$ a month. https://www.thedutchinvestors.com/ https://www.thedutchinvestors.com/ https://www.thedutchinvestors.com/ https://www.thedutchinvestors.com/"  
[X Link](https://x.com/DutchInvestors/status/1806748795763392662)  2024-06-28T17:57Z [---] followers, [---] engagements


"En voor onze Nederlandse volgers hebben we vast een audio analyse over $NKE #Nike klaarstaan op Spotify:"  
[X Link](https://x.com/DutchInvestors/status/1806803542230880672)  2024-06-28T21:35Z [---] followers, [--] engagements


"British bakery chain Greggs $GRG has now over [----] locations in the UK. This is more than McDonalds ans Starbucks in the UK combined. Stunning. 😳"  
[X Link](https://x.com/DutchInvestors/status/1808430473862914250)  2024-07-03T09:19Z [----] followers, [---] engagements


"Normally we don't like to talk that much about share prices. But $ASML just crossed the [----] per share. 🥳 It doesn't say much about the company although you can argue that companies with high share prices are compounding machines (reversed stock splits excepted)"  
[X Link](https://x.com/DutchInvestors/status/1810226553688666242)  2024-07-08T08:16Z [---] followers, [---] engagements


"One of the so-called 'competitive advantages' of $DNP.WA was that they have fresh meat counters. Competitor Biedronka is watching closely and has now fresh meat counters in around 30% of its stores. Here a picture that I took in the town of Zarki"  
[X Link](https://x.com/DutchInvestors/status/1810596931627872258)  2024-07-09T08:48Z [----] followers, [---] engagements


"With we are going to focus more on European and Dutch companies in the coming period. Although we like to have a broad view across different markets we have a better edge for the Dutch/EU market. Some upcoming stock analysis: - Richemont $CFR - Greggs $GRG - Dino Polska $DNP.WA - Ryan Air $RYA - EssilorLuxottica $EL And after the summer period some thorough analysis about the Dutch: - ASML $ASML - Adyen $ADYEN - Nedap $NEDAP Check out our current database of analysis here: https://www.thedutchinvestors.com/premium-analyses http://thedutchinvestors.com http://thedutchinvestors.com"  
[X Link](https://x.com/DutchInvestors/status/1811360930753552782)  2024-07-11T11:24Z [----] followers, [---] engagements


"5) Once again China accounted for almost half of ASMLs revenue"  
[X Link](https://x.com/DutchInvestors/status/1813491394670911547)  2024-07-17T08:30Z [---] followers, [---] engagements


"6) ASML has a backlog of approximately [--] billion. The graph below illustrates the backlog trend since Q1 2022"  
[X Link](https://x.com/DutchInvestors/status/1813491401167892779)  2024-07-17T08:30Z [---] followers, [---] engagements


"$TSMC $TSM just released its Q2 [----] earnings report. Here is what stood out most to us: 1) As of the end of June TSMC had $55 billion in cash on its balance sheet a 41% increase compared to last year. 2) TSMCs revenue grew by 40% to $20.8 billion in the past quarter. Revenue is growing very fast after a somewhat down year in 2023"  
[X Link](https://x.com/DutchInvestors/status/1813829670443639126)  2024-07-18T06:54Z [---] followers, [----] engagements


"3) TSMC's gross margin was 53.2% and its net margin was 36.8%. Both metrics exceeded their provided guidance"  
[X Link](https://x.com/DutchInvestors/status/1813829680371482644)  2024-07-18T06:54Z [---] followers, [---] engagements


"4) Free cash flow a crucial metric for capital-intensive businesses was $13.4 billion last quarter (resulting in a 24.2% FCF margin)"  
[X Link](https://x.com/DutchInvestors/status/1813829684204904814)  2024-07-18T06:54Z [---] followers, [---] engagements


"The second acquisition of the year for Teqnion $TEQ was announced this morning. The UK-based company is called Avelair and manufactures compressors. The average revenue in the past few years lays around [--] million SEK. That's around the same as the Nubis acquisition earlier this year"  
[X Link](https://x.com/DutchInvestors/status/1813873144660115644)  2024-07-18T09:47Z [---] followers, [---] engagements


"We just published our weekly research report. This time we've analyzed team software company Atlassian $TEAM. It is founder-led there is a lot of skin in the game and the company is growing revenue at a high and stable rate. Check it out on our website now"  
[X Link](https://x.com/DutchInvestors/status/1814329361257971769)  2024-07-19T16:00Z [---] followers, [---] engagements


"5) $TEQ on acquisitions: "The acquisitions we've made over the past few years are of companies that are less sensitive to economic fluctuations. We look for small customer-oriented companies with their own brands operating in niche industrial sectors.""  
[X Link](https://x.com/DutchInvestors/status/1814674951045018076)  2024-07-20T14:53Z [---] followers, [---] engagements


"6) New acquisition last week: Avelair the leadin UK designer of rotary screw air compressors. The fifth Teqnion company in the UK"  
[X Link](https://x.com/DutchInvestors/status/1814674953821655347)  2024-07-20T14:53Z [---] followers, [---] engagements


"@QualityReturn It's less than 0.5% for sure. But I think this is the case in almost all of the EU like the Netherlands and Germany. Don't know about the USA"  
[X Link](https://x.com/DutchInvestors/status/1815065543335899411)  2024-07-21T16:45Z [---] followers, [--] engagements


"Why does Kering $KER have a questionable competitive advantage Read it in our latest article https://open.substack.com/pub/thedutchinvestors/p/why-kering-has-a-questionable-competitiveutm_source=share&utm_medium=android&r=2fxwll https://open.substack.com/pub/thedutchinvestors/p/why-kering-has-a-questionable-competitiveutm_source=share&utm_medium=android&r=2fxwll"  
[X Link](https://x.com/DutchInvestors/status/1816847187277381930)  2024-07-26T14:44Z [---] followers, [---] engagements


"That's an interesting point of view. We haven't heard this before. While we do believe Gucci is here to stay and can potentially keep growing topline wouldn't it be a bad thing they are losing it's (extreme) luxury status and moving more towards Hugo Boss What makes Gucci more cyclical than other brands"  
[X Link](https://x.com/DutchInvestors/status/1817082912635777166)  2024-07-27T06:21Z [---] followers, [--] engagements


"@mistressdivy $ASML"  
[X Link](https://x.com/DutchInvestors/status/1817197173164953812)  2024-07-27T13:55Z [---] followers, [---] engagements


"@TheRayMyers @ericaltm @ZeevyInvesting @ftr_investors @European_DGI They had a big tailwind because they received an insurance payout that's for sure. So the big net profit jump is explainable. At least good to see the orders flowing in again. Apart from that nothing so special imo. What do you think"  
[X Link](https://x.com/DutchInvestors/status/1818024287342657864)  2024-07-29T20:42Z [---] followers, [--] engagements


"@JRogrow In the Netherlands you can eat at a proper restaurant for almost the same price as a McDonald's menu now"  
[X Link](https://x.com/DutchInvestors/status/1818235840369189151)  2024-07-30T10:43Z [---] followers, [--] engagements


"Good news for $ASML $ASML The Biden administration plans a new rule to block semiconductor equipment exports to Chinese chipmakers but key allies like Japan the Netherlands and South Korea including ASML will be exempt. https://t.co/flwMK6orgC $ASML The Biden administration plans a new rule to block semiconductor equipment exports to Chinese chipmakers but key allies like Japan the Netherlands and South Korea including ASML will be exempt. https://t.co/flwMK6orgC"  
[X Link](https://x.com/DutchInvestors/status/1818557273553227983)  2024-07-31T08:00Z [---] followers, [---] engagements


"4. Daily active users across all apps up with around [--] million people. $META still gradually growing user base and strenghtening its network effect. [--]. FCF of [--] billion due to higher capex investments"  
[X Link](https://x.com/DutchInvestors/status/1818749820326363207)  2024-07-31T20:45Z [---] followers, [---] engagements


"6. By the end of this year $META expects its AI assistant to be the most used in the world. [--]. CAPEX investments in [----] up significantly: "we currently expect significant capital expenditures growth in [----] as we invest to support our artificial intelligence research and product development efforts" [--]. Investors seem to trust #Meta's investment plans this time with the stock up 4% after hours"  
[X Link](https://x.com/DutchInvestors/status/1818749827145982191)  2024-07-31T20:45Z [---] followers, [---] engagements


"Unbelievable that holding company $BRK.B $BRK.A Berkshire Hathaway has grown with a 19% CAGR in the past [--] years. With this size and in these industries that is extremely good. #investing #buffett #berkshire #stocks"  
[X Link](https://x.com/DutchInvestors/status/1818919235633988016)  2024-08-01T07:58Z [---] followers, [---] engagements


"@BeuvingJordy Thanks @BeuvingJordy. You're always the first person I search for on X when $ASML makes huge swings in stock price.😃"  
[X Link](https://x.com/DutchInvestors/status/1819278655412981855)  2024-08-02T07:46Z [---] followers, [----] engagements


"@dissectmarkets @Quartr_App @takis2910 @searching4value @IFB_podcast @Quality_stocksA @LongYield @VBATCAPITAL @MarketRebels Interesting. Turkish Airlines is not listed on the stock exchange is it Ryanair btw has [--] million more annual passengers compared to the pre covid year [----] :)"  
[X Link](https://x.com/DutchInvestors/status/1821562556416225605)  2024-08-08T15:02Z [----] followers, [--] engagements


"These $NIO battery swap stations are popping up in the Netherlands now. This one next to a KFC. Even though I personally don't see so many Nio cars yet. Don't think this is a good investment of Nio with batteries becoming more efficient every year. What do you think Any of you used such a battery swap system $NIO $TSLA"  
[X Link](https://x.com/DutchInvestors/status/1823823280777912480)  2024-08-14T20:45Z [----] followers, [---] engagements


"@stonkmetal Cash pile now [---] billion big tailwind for interest income for Adyen as well :) Great to see them gaining market share"  
[X Link](https://x.com/DutchInvestors/status/1823982567516684414)  2024-08-15T07:18Z [----] followers, [---] engagements


"Warren Buffett certainly viewed our watchlist with Heico $HEI.A on it.😉 Here our Heico one-pager. Want to see our full watchlist of quality companies Get it in the link below this post. $HEI $HEI.A #Heico #Buffett"  
[X Link](https://x.com/DutchInvestors/status/1824091530967011552)  2024-08-15T14:31Z [----] followers, [---] engagements


"@CCM_Brett Gamestop😂"  
[X Link](https://x.com/DutchInvestors/status/1824140536451604631)  2024-08-15T17:46Z [----] followers, [---] engagements


"Do you like to invest in critical infrastructure Like Berkshire that owns railroads and gas utilities Then our upcoming analysis about Dutch company HAL Trust $HAL might be interesting. It is a holding company that mostly invests in companies that own critical assets. Some examples in this thread"  
[X Link](https://x.com/DutchInvestors/status/1825144160841523653)  2024-08-18T12:14Z [----] followers, [---] engagements


"Our analysis about HAL Trust will be released in seven weeks. In the meantime you can enjoy upcoming analyses such as Evolution $EVO Ryanair $RYAAY and EssilorLuxottica $EL"  
[X Link](https://x.com/DutchInvestors/status/1825144175571980323)  2024-08-18T12:14Z [----] followers, [---] engagements


"@thexcapitalist I think Palantir is in the circle of competence of less than 5% of investors. Yet so many invest in it/praise it"  
[X Link](https://x.com/DutchInvestors/status/1825640043391689201)  2024-08-19T21:04Z [----] followers, [---] engagements


"@beursstier68 Wow yes that's a very valuable piece of information. Long $ASML here"  
[X Link](https://x.com/DutchInvestors/status/1825653933924298821)  2024-08-19T21:59Z [----] followers, [---] engagements


"@bondj008 Nvidia now might be a good example. I don't say it can't be a value play just think one should be extra alert during these times with stocks and valuation like with NVIDIA"  
[X Link](https://x.com/DutchInvestors/status/1825779900944449556)  2024-08-20T06:20Z [----] followers, [--] engagements


"The pyramid of luxury gives us a great lesson. On top with companies like Hermes $RMS there is few competition high pricing power and high brand loyalty. Demand is usually much higher than what is being offered by the top brands. In the middle with Tommy Hilfiger $PVH and Ralph Lauren $RL competition gets more intense as the brands are weaker and more subjective to changes in consumer preferences. To reach their revenue targets clothes are regularly in sale. And on the bottom with companies like H&M $HM and Primark it is fighting to survive in an industry that is dominated by price and mode"  
[X Link](https://x.com/DutchInvestors/status/1825789532152778943)  2024-08-20T06:58Z [----] followers, [---] engagements


"Well deserved. 🤝🙏 🙏 🚀 ✅ 📈 👇 Thanks to @DutchInvestors for including me in their recommendations for accounts to follow on X. Greatly appreciated guys For updates on tech/semi stocks such as $ASML $NVDA $AMD $INTC $TSM $ASM $BESI make sure to follow me @BeuvingJordy & @deaandeelhouder👍 https://t.co/YSRGzr5OFh 🙏 🚀 ✅ 📈 👇 Thanks to @DutchInvestors for including me in their recommendations for accounts to follow on X. Greatly appreciated guys For updates on tech/semi stocks such as $ASML $NVDA $AMD $INTC $TSM $ASM $BESI make sure to follow me @BeuvingJordy & @deaandeelhouder👍"  
[X Link](https://x.com/DutchInvestors/status/1825798763186631012)  2024-08-20T07:35Z [----] followers, [---] engagements


"SouthWest Airlines $LUV VS RyanAir $RYAAY. The low-cost airline of USA and the low-cost airline of Europe. Ryanair copied some elements of SouthWest in their early stages such as flying with only one or two types of aircraft and not serving free drinks or food on board. And look at net margins of both players 😍"  
[X Link](https://x.com/DutchInvestors/status/1825880252494541036)  2024-08-20T12:59Z [----] followers, [---] engagements


"This number includes acquisition of eZebra of [--] million PLN"  
[X Link](https://x.com/DutchInvestors/status/1826917495917199494)  2024-08-23T09:40Z [----] followers, [---] engagements


"Forget LVMH and Hermes time to look at Richemont 💎 In our brand new 36-page research report we dive into Richemont $CFR; a Swiss vertically integrated luxury group with more than [----] boutiques. What makes Richemont different from other luxury businesses and is Richemont fairly valuated Check it via the link below"  
[X Link](https://x.com/DutchInvestors/status/1827044258580136326)  2024-08-23T18:04Z [----] followers, [---] engagements

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