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[@DutchInvestors](/creator/twitter/DutchInvestors)
"Its not done yet Now that the scandal involving Worldline $WLN.PA has come to light the company is facing disastrous second-order effects 👇🏼🧵"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938906855390003463) 2025-06-28 10:26:32 UTC 2868 followers, 1994 engagements


"Just X days before earnings Ferrari hit an all-time high of $XXX or a market cap of $XX billion. $RACE has delivered+21% YTD. Perfect example of a high-quality company run by superb management"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948080641423090124) 2025-07-23 17:59:53 UTC 2859 followers, 1352 engagements


"Thank you for providing this insightful information @InvestingVisual If we understand this information correctly they operationally have the same business model: they are both PSP's. But Adyen has a wider global coverage (way) more volume and a wider product range. A few questions: Who are the main customers of DLocal Are they big enterprises (like Nike McDonalds Dominos etc.) or more SMBs How come that revenue growth already slowed down so much at such an early stage What do you think will happen if Adyen and Stripe shift focus to the same. markets as DLocal currently does Do you expect"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947341906087743626) 2025-07-21 17:04:24 UTC 2865 followers, XXX engagements


"All things considering it's a pretty bad H2 report by $LVMH. For LVMH it's about: 1) keeping the luxury feel and not dropping further into masstige and ultra-premium 2) investing in the right things (brand building story telling the supply chain etc.) LVMH also needs the Asian consumer (it's most important customers) to become interested again in (LVMH's) luxury goods. Time will tell. What's your view on LVMH and the luxury space Let us know in the comments.💬"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948459957969404050) 2025-07-24 19:07:09 UTC 2868 followers, 1846 engagements


"🔔New podcast episode Our conversation with fund manager Dan Shuart from Eagle Point Capital is now available on all platforms. We talk about: X. Strategic mediocrity X. Building conviction X. What companies he looks for And much more 🎧 Listen below"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948383923202920942) 2025-07-24 14:05:01 UTC 2859 followers, XXX engagements


"What strengthens their market position are their stable gross- and net profit margins. The company is able to thrive even during mediocre market circumstances. Currently you pay a PE ratio of XX. Time will tell if this is too expensive or not. If Lotus Bakeries $LOTB.BR is able to keep growing at low teen percentages for the XX years ahead its probably still going to be a fantastic investment. 📈"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947276124901233077) 2025-07-21 12:43:01 UTC 2859 followers, XXX engagements


"One of Belgium's finest companies is down XX% from its ATH Lotus Bakeries $LOTB.BR 🍪 Meanwhile the revenue has steadily grown with a XXXX% CAGR over the past XX years. Not one single year of revenue decline which underscores their pricing power"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947276116231622832) 2025-07-21 12:42:59 UTC 2859 followers, 6516 engagements


"@BorisZR Thats exactly how we see it. Ideally a sentiment-driven drop will occur soon unjustified by fundamentals. That would be a great opportunity to buy or add"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949810990062752068) 2025-07-28 12:35:40 UTC 2868 followers, XXX engagements


"@JomaSilva88 Not that were aware of. It could be due to testing significant cost savings or an attempt to pressure Google into offering lower ad prices. Important for $GOOG $GOOGL shareholders to keep monitoring if this trend continues"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949399493746553266) 2025-07-27 09:20:32 UTC 2868 followers, XXX engagements


"Kinsale Capital $KNSL. Here's what's happening. Yesterday Kinsale came with Q2 results. What investors need to know. 👇 Competition is heating up Competitors like Lloyd's $LLLOY Markel $MKL and Chubb $CB recognize how profitable the E&S market has become. This increases competition leading to lower premium prices which is a negative for Kinsale. This hurts especially in their Commercial Property division which accounts for nearly 1/4 of the gross written premiums. The commercial property division declined XX% Y/Y. Growth is slowing down Net written premiums only increased 6.6%. That's slow"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948758622705426594) 2025-07-25 14:53:56 UTC 2868 followers, 1799 engagements


"Another positive: theres a growing focus on building synergies across the group. For example Indias Swiggy is expanding beyond food now delivering bedsheets drinks and household goods. They've also partnered with PharmEasy to deliver prescription and OTC meds in under XX minutes in some cities. Thats interesting. You can see the network effects starting to emerge. $SWIGGY.BO Take Meesho and PayU: one has commerce data the other has payments data. Combine them and you can underwrite merchant risk far better than using just one. Thats real strategic value"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213746423234895) 2025-06-26 12:32:22 UTC 2855 followers, XXX engagements


"Philips $PHIA.AS $PHG was once an innovative consumer company making TVs radios and lightbulbs. Comparable with todays $SONY or even $ASML. But due to poor capital allocation and a lack of innovation its become a shadow of its former self. Out of curiosity I skimmed their annual report. Turns out they barely manufacture anything themselves anymore. Low-cost Asian factories do the work using Philips patents. Philips logo gets slapped on and Philips earns a licensing fee. Meanwhile debt levels are sky-high (compared to their cash level and EBITDA). Not the kind of business long-term quality"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944304603337502988) 2025-07-13 07:55:15 UTC 2865 followers, 2143 engagements


"Palantir $PLTR Youve probably heard the name. Some love it others hate it. One of our analysts will be diving deep into the company and industry. Together with Yorrin from @FluentInQuality were spending the next X months getting to know Palantir inside and out. Industry tech business model. Everything. Stay tuned"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949906267134169120) 2025-07-28 18:54:16 UTC 2868 followers, XXX engagements


"3) $WISE.L remains focused on the long-term opportunity and becoming the network for the worlds money. While this quarter was at the low end of their guidance of 15-20% underlying income growth namely XX% they still expect this to be reachable for FY 2026. 💪🏼"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864982140194947) 2025-07-17 15:15:38 UTC 2863 followers, XXX engagements


"The CEO of Kinsale Capital $KNSL Michael Kehoe is brutally honest. Thats a rarity among CEOs. Most struggle to admit uncertainty. Kehoe doesnt. Just look at his answers in the last earnings call (see pictures). Kinsale doesnt even give an outlook. As Kehoe puts it "we don't really know what that number is going to be." Theres a lesson in that for investors too: its perfectly fine not to know everything. Be conservative in your assumptions aim to be roughly right and over time returns will follow"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949767064974954583) 2025-07-28 09:41:07 UTC 2868 followers, 4142 engagements


"Microsofts $MSFT view on payments. Their Dynamics XXX Commerce platform is tightly integrated with Adyen $ADYEN $ADYEN.AS"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946158128468316533) 2025-07-18 10:40:30 UTC 2859 followers, 1145 engagements


"Sundar Pichai $GOOGL CEO said: "We had a standout quarter. . AI is positively impacting every part of the business. Search delivered double-digit revenue growth and our new features like AI Overviews and AI Mode are performing well. Cloud had strong growth in revenues backlog and profitability. Its annual revenue run-rate is now more than $XX billion. . We are increasing our investment in CAPEX in 2025 to $XX billion""  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948124789509665272) 2025-07-23 20:55:18 UTC 2864 followers, XXX engagements


"Most of $LVMH revenue still comes from Asia and the U.S. (53% combined). Most regions are down: - U.S. -X% - Japan -XX% - Asia -X% - EU +1% Especially Asia is seeing less spent on luxury goods due to all kinds of reasons. One of them is Trump's tarrifs and uncertainty"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948459944539533329) 2025-07-24 19:07:06 UTC 2858 followers, 1009 engagements


"Two new Wise Platform customers UniCredit $UCG.MI is a big win: its a XX billion publicly listed European bank with XXX billion in assets. Jenius is a tech-savvy bank with around X million users serving both retail and business customers. $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945450356361576662) 2025-07-16 11:48:04 UTC 2863 followers, 1006 engagements


"@CCM_Brett @fiscal_ai Truly amazing how quickly profits can deteriorate when competition intensifies"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948819292784656405) 2025-07-25 18:55:01 UTC 2860 followers, XX engagements


"On a 2018 earnings call #Tesla and SpaceX CEO @elonmusk said he disagreed with one of Warren Buffetts core investment principles. If your only defense against invading armies is a moat you will not last long. What matters is the pace of innovation; that is the fundamental determinant of competitiveness. Or simply said: Moats are lame. Buffett responded with: "Elon may turn things upside down in some areas. I don't think he'd want to take us on in candy." Elon responded with: "I'm starting a candy company and it's going to be amazing. I am super serious". The question is do you win in business"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943646949799780487) 2025-07-11 12:21:58 UTC 2866 followers, XXX engagements


"Copart $CPRT: $X to dividends $X to buybacks $X debt on balance sheet Can you name companies with similar rare statistics"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937055979926872209) 2025-06-23 07:51:49 UTC 2860 followers, 1803 engagements


"@Rajat_Hubli Dont know $RELY that well but revenues and profits are taking off 🛫. Are you a shareholder of $RELY and/or $WISE Could you elaborate why"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947181958259503221) 2025-07-21 06:28:50 UTC 2858 followers, XXX engagements


"Simpler is often more likely to be right Danil Zhang (Chief Acquisition Officer at Teqnion $TEQ.ST) X Simple to understand unknown and promising stocks"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945122491594158150) 2025-07-15 14:05:15 UTC 2867 followers, 2216 engagements


"@AInvestorBrief True Constalation Software Lifco Investor AB Teqnion and Heico to name a few. But Im not sure Stripe will fit in this list"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1933495666057093549) 2025-06-13 12:04:24 UTC 2864 followers, XXX engagements


"ASML at XX times earnings() 🤔 There's currently a big gap between the EPS growth since 2019 and the stock increase. - EPS rose XXX% - Share price increased XXX% As a result and due to a moderate 2026 outlook $ASML $ASML.AS is currently trading at only XX times earnings. Let's take the mid-point of their 2030 outlook: - Revenue of XX billion - Gross margin of XX% this could lead to a profit margin of XX% or XXXX in FY 2030 So: - Revenue CAGR of XX% - Earnings CAGR of XX% (for XX times earnings and a clear monopoly) Do you think ASML is currently undervalued"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947651693761483041) 2025-07-22 13:35:24 UTC 2860 followers, 4529 engagements


"The bad news for Worldline $WLN.P continues. Worldline Australia made AUD 68m (42m) operating loss on revenues down XX% to AUD 81m (49m). The business now needs more capital. Who will fill the gap $ADYEN $TRIPE $GPN $FI We'll see"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949197052996735376) 2025-07-26 19:56:06 UTC 2867 followers, XXX engagements


"Any Palantir $PLTR experts/shareholders I'd love to connect learn and/or read your thesis report of exchange thoughts"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949858371147796737) 2025-07-28 15:43:56 UTC 2868 followers, XXX engagements


"Prosus $PRX.AS just launched AI House Amsterdam. A new initiative designed to ensure Europe becomes an AI maker not an AI taker. The House will serve as a campus-style innovation hub bringing together startups ideas and a community of researchers builders and policy leaders. With AI House Amsterdam we are doing what Europe urgently needs concentrating ambition talent and capital here to shape the future of AI everywhere said Fabricio Bloisi CEO of Prosus. Europe has the brains the values and the startups. Were committed to raising our collective ambition towards Europes first trillion-dollar"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943373252350341145) 2025-07-10 18:14:24 UTC 2861 followers, XXX engagements


"This cited a Dutch news site about the Worldline scandal: "Competitor Adyen decided a few years ago to stop doing business with this company but Worldline subsidiary Global Collect Services continued to facilitate the Indian firm. This meant that users were still able to make credit card payments to the fraudulent Indian company." This is why culture matters: $ADYEN keeps bad actors out from the start while $WLN.PA chose to work with them and took on massive risk as a result. Source: NOS"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940091073097081211) 2025-07-01 16:52:11 UTC 2860 followers, 1779 engagements


"@FinanceClean You might find $ADYEN or $ASML interesting companies as well. Personally Id put Euronext straight on the too-hard pile"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1942643460122763758) 2025-07-08 17:54:28 UTC 2859 followers, XXX engagements


"The first cracks are starting to show Intel might pause/discontinue investments in its 14A chip if it cant win a major customer. Moreover TSMC has been reluctant to commit to purchasing ASMLs latest generation of extreme ultraviolet (EUV) lithography machines which cost around $XXX million each suggesting it may continue relying on older equipment instead. If Intel were to exit the chip-manufacturing race it would not only eliminate a major customer for ASML but also ease the competitive pressure on TSMC to invest in new machinery. $TSM $ASML $ASML.AS $INTC"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949482150941630555) 2025-07-27 14:48:59 UTC 2867 followers, 2051 engagements


"@philoinvestor One of our analysts Bouke is well-versed in the payments industry. He has written three analyses on payments companies (Visa Adyen and Wise) and acknowledges that the sector is both interesting from an investors point of view as very complex"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945935141961928928) 2025-07-17 19:54:26 UTC 2859 followers, XXX engagements


"Wise $WISE.L Q1 2026 are out Heres what you need to know 🧵. 1) Wises cross-border volumes grew XX% Y/Y. Meanwhile their cross-border revenue only grew 2%. How so Wise is actively lowering their take rate from XXXX% in Q1 2025 to XXXX% last quarter. This is a massive XX% decrease 👏 Wise is playing a completely different games than banks and competitors: instead of trying to take as much money as possible they give a lot of value back to their customers. Thats rare"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864966885556625) 2025-07-17 15:15:35 UTC 2859 followers, 12.4K engagements


"Plenty of room to grow in U.S. acquiring for Adyen $ADYEN.AS and Stripe. Despite being #10 (Adyen) and #7 (Stripe) in volume they showed the fastest growth in total acquiring volume in 2024. Stripe +109% in volume per merchant; Adyen +21%. Adyen keeps maintaining a clear enterprise focus: $15.16M/merchant far above peers. Others chase SMBs. Adyen plays a different game. Notable is that Stripe saw a XX% decrease in the number of merchants while Adyen saw an increase of 10%. Thanks @oost_marcel for the sharp insights. 📊 Source: Connecting the Dots in Fintech"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1919712252325740857) 2025-05-06 11:14:02 UTC 2859 followers, 6139 engagements


"Nothing beats a Jet2 holiday 🏖🎵 No we prefer: Nothing beats a RyanAir quarterly report ✈💸 RyanAir $RYAAY published their Q1 FY 2026 results Here is what stood out to us"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948090000148480164) 2025-07-23 18:37:04 UTC 2863 followers, 1623 engagements


"Fun fact. Currently analyzing Dutch holding company Prosus $PRX. They own roughly XX% of Tencent and the market cap of Prosus is below their investment in Tencent. So you get Tencent at a discount and everything else they own for free. Like Delivery Hero iFood Just Eat Takeaway PayU and many others. Pretty interesting thesis. They also own XX% of Remitly $RELY"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1935249351204344038) 2025-06-18 08:12:55 UTC 2855 followers, XXX engagements


"Otis $OTIS secures a major 6-year contract to supply 1250 elevators for Tatweer Misr in Egypt. While new equipment tends to be cyclical and lower-margin it lays the foundation for recurring high-margin service revenue. With urbanization and aging populations accelerating long-term demand remains strong. $SCHN.SW $KNEBV.HJ"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943218062611955928) 2025-07-10 07:57:44 UTC 2865 followers, XXX engagements


"At what price these stocks become attractive (in our view): Visa $V $XXX (-22%) Ryanair $RYAAY $XX (-30%) Costco $COST $XXX (-23%) Hermes $RMS.PA 2000 (-18%) Hims $HIMS $XX (-37%) Microsoft $MSFT $XXX (-20%) Adyen $ADYEN 1200 (-21%)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944412788119495117) 2025-07-13 15:05:08 UTC 2865 followers, 2285 engagements


"@exceed_invest Not necessarily. No one truly understands it. It's a bet on management"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949488278215733729) 2025-07-27 15:13:19 UTC 2864 followers, XXX engagements


"🚨 Evolution AB $EVO.ST opens first live casino studio in Asia The studio based in Cebu (Philippines) is a good step in Evolutions APAC expansion. The studio taps into Asias first licensed iGaming market. Evolution plans to roll out Lightning Roulette Super Color Game & more. A great step towards localized regulated growth in Asia"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941379245730660510) 2025-07-05 06:10:55 UTC 2863 followers, 2402 engagements


"China currently has 1.41+ billion people. Tencent's $TCEHY superapp WeChat has XXXX billion Monthly Active Users (MAU's). That's XXXX% of the population. Chinese users spent an average of XX minutes on WeChat. Crazy"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943409237595443459) 2025-07-10 20:37:23 UTC 2860 followers, 1765 engagements


"This quote from Enzo Ferrari captures the essence of luxury: scarcity. Scarcity combined with strong demand creates pricing power. Creating limited supply is one of the key factors in building a strong luxury brand. Besides $RACE companies like $RMS.PA $CFR.SW and several brands under $MC.PA and $KER.PA also demonstrate pricing power"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941778855452148016) 2025-07-06 08:38:50 UTC 2859 followers, XXX engagements


"1) Markel $MKL Markel is a specialty insurer primarily active in North America but with a global presence. In addition to underwriting Markel allocates capital to equities bonds and private businesses. Together these form what management calls a three-engine machine. Led by CEO Tom Gayner Markel is known for its disciplined shareholder-aligned leadership a crucial trait in insurance. Markel is often compared to a mini-Berkshire $BRK.A $BRK.B Markel has outperformed the market over multiple decades"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945122502172148144) 2025-07-15 14:05:17 UTC 2867 followers, XXX engagements


"Copart $CPRT: From junk yard to $XX billion dollar business. 🗑🚙 Currently reading this great book by founder Willis Johnson as part of our Copart analysis. The article and pitch will be published for premium members on the 27th of June. 🦁"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1928442279213117818) 2025-05-30 13:24:02 UTC 2859 followers, 2026 engagements


"Bitcoin currently has the same market cap as Amazon. What would you rather own Easy choice for us: $AMZN"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946176030697312749) 2025-07-18 11:51:38 UTC 2864 followers, 4777 engagements


"As you can see the costs per passenger excluding fuel costs is increasing more and more. Now RyanAir $RYAAY has almost XX% lower costs than closest competitor Wizz Air $WIZZ The average fare price has risen to XX in Q1 up XX% mainly due to higher demand. To be honest it's realistic to think that competitors have to raise prices because they have high operational costs"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948090003394867402) 2025-07-23 18:37:05 UTC 2864 followers, XXX 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"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949451330335953007) 2025-07-27 12:46:30 UTC 2867 followers, 2567 engagements


"$EVO $EVO.ST might be undervalued at today's prices 📈🧵 We love how Evolution AB manages to position itself in the gaming industry. The combination of market leadership and stable growth is very powerful"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941518498540421495) 2025-07-05 15:24:16 UTC 2864 followers, 5362 engagements


"Amazon $AMZN removed all Google $GOOGL Shopping ads globally for XX hours Between July XX and XX 2025 Amazon suddenly pulled all its Google Shopping ads in major markets. Amazon's ad presence dropped: X. from XX% to X% in the U.S. X. XX% to X% in the U.K. and X. XX% to X% in Germany"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949360396567019845) 2025-07-27 06:45:10 UTC 2867 followers, 2764 engagements


"Copart's $CPRT strategy was partly based on Disneyland $DIS. Copart's founder Willis Johnson's idea was as follows. In Disneyland customers buy a ticket to enter the theme park. Once inside customers are being tempted to buy even more things. Think of food and beverages a picture with Mickey Mouse and a fast-track pass. Copart members (buyers) have to make a $XXX deposit after which they obtain access to the platform. Once involved in bidding for salvage cars Copart receives several fees. Think of gate fees a winning bid fee a storage fee and possible transportation fees. By utilizing this"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1931804611591205045) 2025-06-08 20:04:45 UTC 2859 followers, 2566 engagements


"Check out our latest Substack article featuring valuable lessons on Diageo $DEO why women outperform men in investing (painful but true) and the man who achieved better returns than Warren Buffett"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944871513649303835) 2025-07-14 21:27:57 UTC 2859 followers, 1001 engagements


"➡EBIT grew to $XXXX billion (+14% YoY) ➡EBIT margin XXXX% (same as FY24) ➡Net income grew to $XXXX billion (+19% YoY) ➡EPS grew to $XXXX (+22% YoY) $GOOG performed well on these financial figures"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948124786166559049) 2025-07-23 20:55:18 UTC 2864 followers, XXX engagements


"@stonkmetal Markel ASML Greggs Teqnion Are those company on your radar You might find them interesting"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948818836368613637) 2025-07-25 18:53:12 UTC 2867 followers, 1177 engagements


"2) So how are their segments progressing: - Personal: number of active customers up XX% (underlying income up 11%) - Business: number of active customers up XX% (underlying income up 12%) - Platforms: two new announced partnerships with Raiffeisen Bank and UniCredit. As the figure below shows theres plenty of room to grow for the coming years/decades. 🌎 $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864977522524566) 2025-07-17 15:15:37 UTC 2859 followers, XXX engagements


"Yes and it's been proposed however its difficult to change a policy set in place. it's easy to increase the dividend but cutting it back. (We would love it) But most investors are just looking at the dividend yield and payout ratio. A real outsider CEO would've just overruled everyone and optimized for capital allocation"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949487421525016867) 2025-07-27 15:09:55 UTC 2864 followers, XXX engagements


"📉 Active investing just lost the crown. For the first time ever more money is invested in passive equity funds ($15.96T) than active ones ($15.38T). Thats XX% of global AUM. Why - Lower fees - Active underperformance - Strong index returns But heres the twist: As active shrinks price discovery fades. Markets risk becoming inefficient. Overhyped stocks soar undervalued ones stay ignored. Even passive needs active investors to function"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949159459252551927) 2025-07-26 17:26:43 UTC 2865 followers, 1188 engagements


"Theres a reason companies like Constellation Software LVMH or even Topicus let their subsidiaries operate independently. These businesses have their cultures and strategies that work for them and might not work anywhere else. This top-down approach just doesnt sit right with me. Tencent also continues to be a great example of how to highlight amazing metrics while sweeping everything else under the rug. They have a knack for making numbers sound better than they are just by adjusting the framing. We really dislike this. Just be straight with shareholders"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213734570189260) 2025-06-26 12:32:19 UTC 2859 followers, XXX engagements


"@exceed_invest In the long run about XX% of ASML earnings are converted to FCF. Just out of curiosity: If the stock price didnt decline but increased XX% YTD do you think you would have said the same (It should have been in my top hard pile)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949493322663494127) 2025-07-27 15:33:22 UTC 2861 followers, XX engagements


"Worldline $WLN.PA meltdown Fraud The publicly listed company Worldline which processes XXX billion in payment transactions annually deliberately chose to protect fraudulent webshops. It feared losing revenue otherwise. This is revealed by an investigation conducted by NRC and twenty international media outlets. This is also big news for $ADYEN $STRIPE and $PYPL (Braintree) as merchants may shift transaction volume to them in response to the scandal"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937816493045023098) 2025-06-25 10:13:49 UTC 2860 followers, 15.2K engagements


"Whos the next foundry business that wont be able to keep up $INTC (👈🏽 our pick) $SSNLF $TSM"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1947224027694534966) 2025-07-21 09:16:00 UTC 2867 followers, 4674 engagements


"A comparison between Basic-Fit $BFIT.AS Gym Group $GYM.L and Planet Fitness $PLNT 🏋🧵 Three low-cost gym chains. All publicly listed. But who has the best margins Who operates the most clubs And where do they compete Lets find out 👇 All figures as of December XX 2024"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948346767101010295) 2025-07-24 11:37:22 UTC 2852 followers, 1349 engagements


"Completely understand you @exceed_invest but its key to look at the fundamentals of the business instead of the stock price. It gets even better: if the stock price drops but the fundamentals of the business improved or stayed the same ASML might even be a more compelling investment now than when you bought it. Dont let YTD returns determine whether youre right or wrong. Its simply too short a time frame"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949510051733061825) 2025-07-27 16:39:51 UTC 2865 followers, XX engagements


"LVMH $MC.PA revenue visualization in % by segment"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949548947229561109) 2025-07-27 19:14:24 UTC 2867 followers, XXX engagements


"Prosus $PRX.AS Ventures backs AI-powered customer support startup Brainfish tapping into a $22.6B opportunity within the $350B global CX market. Customer support isnt broken-its outdated. It waits for problems and tickets when support should be seamlessly embedded inside the product. Thats why we built Brainfish said Daniel Kimber CEO and co-founder of Brainfish. This is a clear signal Prosus is betting on next-gen support infra. Will Brainfish become a category-definer Could it compete with players like $TXT.WA Zendesk or Freshworks long term Or is this whole market on a path to"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943376567457157206) 2025-07-10 18:27:34 UTC 2861 followers, XXX engagements


"Which insurance portfolio would you pick based on valuations combined ratio and management 1) $MKL $AON $LLOY.L (Markel AON Lloyds of London 2) $CB $PGR $ASR.NL (Chubb Progressive ASR) 3) $ACIC $ZURN.SW $ALV.DE (American Coastal Insurance Corp Zurich Insurance Group Allianz) 4) $KNSL $AIG $SREN.SW (Kinsale AIG Swiss Re)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937060769742324124) 2025-06-23 08:10:51 UTC 2868 followers, 1384 engagements


"Selective retailing: Revenue stable (+0%) EBIT profits increased +12% to XXX million EBIT margin increased from XXX% to XXXX% This growth as mainly driven by Sephora"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1948459939107946955) 2025-07-24 19:07:04 UTC 2859 followers, XXX engagements


"The job of the CEO is to run the business to execute on opportunities create a positive and hardworking environment and to build/expand a durable competitive advantage. When analysts ask about growth and you genuinely dont know (because no one really does) admitting that is a strength. Its far better than giving a number you cant hit or doing unsustainable things just to meet it"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1949847401365434418) 2025-07-28 15:00:21 UTC 2868 followers, XXX engagements


"1. Thales $HO.PA Market cap: XX billion P/E: XX Operating margin: XXX% ROE: XXXX% The Thales Group is a global electronics company active in aerospace defense and information technology. Aroud XX% of Thales' revenue comes from its Defense & Security' division. Its advanced radar- and infra red technology are among the best in the world. They are used to track and identify stealth fighter jets"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944079642530656481) 2025-07-12 17:01:20 UTC 2859 followers, XXX engagements


"The KING of handling salvage vehicles: Copart $CPRT 👑🚗 With X of the greatest quotes we could find this article reveals Copart's strengths perfectly. From founder Willis Johnson to competitor IAA to its current CEO. We included it all. Link below"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940474401411289519) 2025-07-02 18:15:24 UTC 2859 followers, 2155 engagements


"Europe needs to increase defense spending. With ongoing wars and increasing pressure on NATO Europe is focused on significantly strengthening its defense power. Here are three underexposed strong European defense companies that could benefit in the coming decades"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944079625480450255) 2025-07-12 17:01:16 UTC 2859 followers, XXX engagements


"One of our favorite quotes from $CPRT's founder Willis Johnson is fantastic life advice. He stated: "Take care of the business and the business will take care of itself." This quote obviously fostered a culture of hard work at Copart leading to a 32000% stock price increase since inception. But the quote can also be applied to many other areas in life. Here are some examples. Take care of your investments and the compounding will take care of itself. Take care of your relationship and your relation will take care of itself. Take care of your children and your children will take care of"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1935407113506894150) 2025-06-18 18:39:48 UTC 2859 followers, 1634 engagements


"@checkitoutFRG Adyen reports only reports half and full year results. So they might give an update in Q1 or Q3 but that's it"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943423313419866350) 2025-07-10 21:33:19 UTC 2858 followers, XX engagements


"Food delivery That said food delivery is still a brutal business. Margins are razor-thin because most people wont pay $5-$15 for delivery so fees stay low to boost GMV. Prosus owns or is invested in iFood Swiggy Delivery Hero Flink Oda Foodics and soon Just Eat Takeaway $TKWY"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213748637946010) 2025-06-26 12:32:22 UTC 2860 followers, XXX engagements


"$ADYEN its take on stablecoins 🪙 Adyen's co-CEO Ingo Uytdehaage shared his view on the future: Ive been following the stablecoin discussion with keen interest and Id like to share my perspective. The promise instant 24/7 cost-efficient payments is compelling. While stablecoins may introduce new capabilities over time many of the benefits they aim to deliver are already live in our infrastructure today operating at scale within regulated financial ecosystems. For years weve been investing in our foundational infrastructure. This includes direct access to global banking and payment networks:"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943568343593545919) 2025-07-11 07:09:37 UTC 2859 followers, XXX engagements