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[@DutchInvestors](/creator/twitter/DutchInvestors)
"Evolution's $EVO $EVO.ST figures are out and at first glance they are underwhelming. YoY revenue growth has collapsed to just 3.9%. Primarily due to stricter regulations in their unregulated markets and improved cybersecurity measures (see recent hacking incidents) in Asia"  
[X Link](https://x.com/DutchInvestors/status/1917497749336961285) [@DutchInvestors](/creator/x/DutchInvestors) 2025-04-30T08:34Z 3557 followers, 13.5K engagements


"Evolution $EVO.ST is rapidly growing in the U.S. - Evolution is now active in all X legalized states in the U.S. - North America grew XX% Y/Y in Q2 2025. - Caesars expanded its partnership with Evolution. - Besides expanding its partnership with Caesars Evolution also announced a new partnership with Ballys Corporation in Q2"  
[X Link](https://x.com/DutchInvestors/status/1946576858935369967) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-19T14:24Z 3557 followers, 3968 engagements


"Dark clouds continue to gather over Evolution $EVO $EVO.ST A Bloomberg report citing court filings revealed that current and former executives at the Stockholm-based online gambling company were secretly recorded discussing how its casino games reached illegal markets. According to documents submitted to a New Jersey court private intelligence firm Black Cube captured footage of Evolution executives describing how the companys casino games made their way to countries under U.S. sanctions including Iran and Sudan as well as China where gambling is illegal. The recordings were taken between"  
[X Link](https://x.com/DutchInvestors/status/1955569531981635605) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-13T09:58Z 3557 followers, 2343 engagements


"The CEO of Evolution Martin Carlesund just bought 100000 Evolution shares worth about XX MSEK (6 million). A major sign of confidence given that this is about two times his annual base salary $EVO $EVO.ST"  
[X Link](https://x.com/DutchInvestors/status/1934523308487442535) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-16T08:07Z 3557 followers, 5213 engagements


"🚨Evolution $EVO.ST and Hasbro $HAS sign exclusive global deal Evolution will develop all online live casino & slot games for MONOPOLY and other Hasbro titles launching in 2026. Hasbro Gaming Director said; At Hasbro were all about play whether its classic board games or casino experiences. After a thorough RFP process weve chosen Evolution as our exclusive partner for online live casino and online slots for Hasbro Games titles. We trust them (Evolution) to bring our brands to life in fresh exciting ways for our adult fans and look forward to our partnership. @toddhaushalter Evolution's CPO"  
[X Link](https://x.com/DutchInvestors/status/1940743558324949433) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-03T12:04Z 3557 followers, 2383 engagements


"$EVO $EVO.ST might be undervalued at today's prices 📈🧵 We love how Evolution AB manages to position itself in the gaming industry. The combination of market leadership and stable growth is very powerful"  
[X Link](https://x.com/DutchInvestors/status/1941518498540421495) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-05T15:24Z 3557 followers, 5820 engagements


"Evolutions $EVO.ST low share price might have been a blessing Why 👇 Because the lower the share price the more shares a company can repurchase under a buyback program. Take this example: In February 2025 Evolution $EVO announced a XXX million share buyback program. By May the share price had dropped to around XXX SEK giving the company a market cap of XXX billion SEK (about XX billion). At that valuation the XXX million buyback represented XXX% of the company. During several days in May Evolution was buying back 40000 to 60000 shares per day. Now compare that to todays valuation: at a market"  
[X Link](https://x.com/DutchInvestors/status/1949451330335953007) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-27T12:46Z 3557 followers, 2925 engagements


"Is Crocs a luxury product 💎 $CROX $LVMH"  
[X Link](https://x.com/DutchInvestors/status/1979558600591704554) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-18T14:42Z 3557 followers, 4740 engagements


"$DNP.WA competitor Biedronka $JMT published their 2024 sales update. Biedronka's LFL sales growth was finally up again by XXX% after two quarters of negative LFL growth. Increased food inflation in Poland definitely helped in realizing growth agian. $DNP.WA stock reacts positive now +6.5% given the fact that they've always outperformed Biedronka in LFL sales growth"  
[X Link](https://x.com/DutchInvestors/status/1879476544583720960) [@DutchInvestors](/creator/x/DutchInvestors) 2025-01-15T10:31Z 3555 followers, 7337 engagements


"Which insurance portfolio would you pick based on valuations combined ratio and management 1) $MKL $AON $LLOY.L (Markel AON Lloyds of London 2) $CB $PGR $ASR.NL (Chubb Progressive ASR) 3) $ACIC $ZURN.SW $ALV.DE (American Coastal Insurance Corp Zurich Insurance Group Allianz) 4) $KNSL $AIG $SREN.SW (Kinsale AIG Swiss Re)"  
[X Link](https://x.com/DutchInvestors/status/1937060769742324124) [@DutchInvestors](/creator/x/DutchInvestors) 2025-06-23T08:10Z 3556 followers, 1512 engagements


"This is why fintechs like Wise and Revolut will win 😳 $WISE.L"  
[X Link](https://x.com/DutchInvestors/status/1943726317234434371) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-11T17:37Z 3555 followers, 6565 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"  
[X Link](https://x.com/DutchInvestors/status/1945450356361576662) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-16T11:48Z 3551 followers, 1091 engagements


"What's happening at Wise $WISE.L Taavet Hinrikus co-founder of Wise who stepped down in 2021 but still owns a XXX% stake is urging shareholders to vote against moving Wises primary listing out of London. His main concern is transparency. The proposal includes a 10-year extension of Wises dual-class share structure (originally set to expire in 2026) which grants enhanced voting rights to certain shareholders including CEO Kristo Krmann. CEO Kristo Krmann who holds an XX% stake (but XX% of the voting rights) responded: Our plans are set out clearly and transparently. He argues that the"  
[X Link](https://x.com/DutchInvestors/status/1947584210606158035) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-22T09:07Z 3556 followers, 1515 engagements


"Ryanairs $RYAAY cost per passenger is way lower than that of its main competitors Wizz Air $WIZZ.L and easyJet $EZJ.L. And even better: the gap is widening. 💸"  
[X Link](https://x.com/DutchInvestors/status/1948059909997904287) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-23T16:37Z 3556 followers, XXX engagements


"In the world of online travel agencies three names dominate the market: X. Booking Holdings $BKNG X. Expedia $EXPE X. Airbnb $ABNB Both Airbnb and Expedia have lost market share to Booking Holdings since Q4 '20. Who will win in the long-run"  
[X Link](https://x.com/DutchInvestors/status/1954206400961204389) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-09T15:41Z 3557 followers, 1052 engagements


"Former VP of Diageo $DEO "Many convenience stores in California and this isn't unique to the state cannot obtain spirits licenses but they can have malt licenses. For example 7-Eleven has about 1500 locations across California. Approximately XX% sell beer while only about XX% sell spirits. From a market standpoint spirit wholesalers face challenges in states where it's difficult for convenience stores to get spirits licenses.""  
[X Link](https://x.com/DutchInvestors/status/1955883967674032557) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-14T06:47Z 3557 followers, XXX engagements


"Prosus $PRX.AS just held it's 2025 AGM. Prosus is shifting focus to profitability. With $TKWY's acquisitions looking set to go through and Tencent firing on all cylinders heres the breakdown so you dont have to waste XX minutes"  
[X Link](https://x.com/DutchInvestors/status/1958234105776099474) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-20T18:26Z 3556 followers, 2794 engagements


"Wise $WISE.L with another direct integration (PESONet Philippines ) This means faster and cheaper payments for Filipinos. Wise as a major player in the Philippine remittance market now processing XX% of all inward personal remittances ()"  
[X Link](https://x.com/DutchInvestors/status/1958805954255855745) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-22T08:18Z 3556 followers, 1136 engagements


"Over the past few weeks we've released the following: For TDI-Premium members: - XX earnings updates on companies we own - 3i Group deep dive $III - Edenred deep dive $EDEN - BESI deep dive $BESI - Wise deep dive $WISE - Copart deep dive $CPRT - Semiconductor deep dive - Earnings tracker spreadsheet - Portfolio strength spreadsheet For (free) website members: - Interview with @MichaelGielkens on holdings and serial acquirers. - Interview with author and fund manager adam Seessel on value investing in the digital age. - Interview with fund manager Dan Shuart on quality investing and strategic"  
[X Link](https://x.com/DutchInvestors/status/1959179504716267843) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-23T09:02Z 3555 followers, 2712 engagements


"Today our TDI-analyst Bouke rented a bicycle went Fab XX TSMCs fab in Japan Kumamoto. TSMCs Japanese division is called JASM (Japan Advanced Semiconductor Manufacturing). $TSMC"  
[X Link](https://x.com/DutchInvestors/status/1971961955931115904) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-27T15:35Z 3557 followers, 2102 engagements


"Stock 5: Herms $RMS.PA is the definition of true luxury. 🎯 XXX years of craftsmanship 🎯 XX% gross margins 🎯 XX% ROIC Customers dont just buy products they buy a brand a story a feeling and legacy. But at 50x FCF well admire from a distance. for now"  
[X Link](https://x.com/DutchInvestors/status/1974868055495966850) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3557 followers, XXX engagements


"Constant pursuit of operational efficiency is essential for companies in markets without competitive advantages. When you dont have pricing power or brand loyalty on your side every percentage point in margin matters. Think of airlines like Ryanair $RYAN which thrives on ruthless cost discipline. Walmart $WMT whose scale and logistics efficiency turn thin margins into massive profits. Southwest Airlines $LUV which built its success on simple operations quick turnarounds and standardized fleets to keep costs low"  
[X Link](https://x.com/DutchInvestors/status/1977459224440356969) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T19:39Z 3557 followers, XXX engagements


"Ten examples of risks Kinsale $KNSL insures so you can get a better grasp of the business: X. A business located in a high-crime area where the risk of burglary is very high. X. A seller of childrens toys imported from China where there is a risk of children getting sick. X. A pharmaceutical company that tests its drugs on humans. X. A gun shop with a history of criminal incidents. X. A dentist accused of sexual misconduct with a patient. X. Property damage occurring in high-risk areas. X. Coverage for environmental damage X. Cybersecurity data breaches. X Recalls of products for companies"  
[X Link](https://x.com/DutchInvestors/status/1977819412473250138) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-13T19:31Z 3555 followers, 2000 engagements


"@MichaelGielkens Have you ever heard of looked into UK serial acquirer Diploma PLC If you have any thoughts"  
[X Link](https://x.com/DutchInvestors/status/1977836401661272325) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-13T20:38Z 3557 followers, XXX engagements


"(2/9) Kinsale $KNSL and other E&S insurers leverage their freedom of rate and form a flexibility standard insurers do not have to offset higher risks. This approach often allows E&S players to achieve high profitability. It's not only that Kinsale asks high premiums they also exclude a lot of situations in which coverage is excluded. This makes the loss ratio of Kinsale superb while the retention ratio is low"  
[X Link](https://x.com/DutchInvestors/status/1978016825943236720) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3557 followers, XXX engagements


"(3/9) Lets briefly discuss the market something Kinsale has no control over but that can impact performance in the short term. Kinsale $KNSL operates in the U.S. non-standard (E&S) market which includes over XX competitors most of whom rely on legacy systems. Its competitors include major players such as Berkshire AIG Chubb and Lloyds of London. Kinsale currently holds less than X% of the market but is rapidly expanding its share by leveraging its technology platform and increasing its full-time workforce"  
[X Link](https://x.com/DutchInvestors/status/1978016828895997975) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3556 followers, XXX engagements


"(6/9) Employees aren't rewarded on the volume they write but on theprofitability. This is key. One thing we like is that not only the management team owns stock but also a lot of employees do"  
[X Link](https://x.com/DutchInvestors/status/1978016837796344033) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3557 followers, XXX engagements


"57% of TSMC's revenue now comes from High-Performance Computing (data centers) while XX% comes from the smartphone market. Back in 2017 smartphone chips accounted for XX% of TSMC's revenue. Times change. $TSM"  
[X Link](https://x.com/DutchInvestors/status/1978816595913789896) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T13:33Z 3557 followers, 1786 engagements


"Google Cloud $GOOGL is currently growing around XX% per year driven by a smaller user base and massive investments in AI and data centers. GC is expanding at roughly the same rate AWS was growing five years ago. Azure $MSFT has seen a slowdown in growth in recent years but over the last few quarters its pace has sharply accelerated to around XX% largely because OpenAI relies heavily on Azure for compute and model training. AWS $AMZN lags behind in relative growth but remains the largest player with an annual revenue run rate of about $XXX billion making high growth naturally harder. A"  
[X Link](https://x.com/DutchInvestors/status/1979859762905837747) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-19T10:38Z 3557 followers, 1536 engagements


"A blessing for $DUOL 😁"  
[X Link](https://x.com/DutchInvestors/status/1979876227994534328) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-19T11:44Z 3555 followers, XXX engagements


"🚨 New company analysis 🔔 We just released a brand-new deep dive with 20+ page research report and podcast on the company Edenred $EDEN.PA Available to all TDI-members in our TDI-Dashboard. You can find it here"  
[X Link](https://x.com/DutchInvestors/status/1953879344184459739) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-08T18:01Z 3554 followers, 1436 engagements


"Evolution tapping into the XXX billion land-based casino market is exciting. A big opportunity for the coming 5-10 years. $EVO $EVO.ST"  
[X Link](https://x.com/DutchInvestors/status/1973616920479015420) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-02T05:11Z 3555 followers, 4663 engagements


"Dino Polska opened XXX new stores in Q1-Q3 2025 $DNP.WA now has 2933 stores versus 2572 stores a year ago. That's +361 stores in XX months. In Q1-Q3 2025 alone XXX stores were opened. 🏪Selling area is now 1159.6 thousand square meters vs. 1014.7 thousand square meters a year ago. Polands grocery market is still fragmented but Dino is expanding faster than most competitors. Adding XX% more selling area in just one year gives them a bigger footprint to grab share from smaller regional players and potentially pressure discounters like Biedronka Lidl and Kaufland. Sources: Dino Polska IR"  
[X Link](https://x.com/DutchInvestors/status/1974411880237035781) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T09:50Z 3554 followers, 2710 engagements


"Dino Polska $DNP.WA currently is at 2933 stores (03/10/2025). The company is opening an average of XXX stores per year in the period 2020-2024. The company already opened more than that (245) in 2025. Management stated that Dino will open more stores in 2026 compared to 2025. The scale of Dino Polska allows them to open more stores per year. On the other side they have to because the company aims to maintain a solid growth percentage"  
[X Link](https://x.com/DutchInvestors/status/1975272341987844593) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:49Z 3554 followers, XXX engagements


"This is an interesting visual. We know that Dino started operations in the West of Poland. As you can see the number of stores per 100k citizens reached XXXX. Why the XXXXX stores Well if you extrapolate that density across all of Poland Dino could perform well with that many stores across the country. The company is opening distribution centers in the East and South now to support store openings in those regions"  
[X Link](https://x.com/DutchInvestors/status/1975272345721016459) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3554 followers, XXX engagements


"Overoptimistic Maybe. But $DNP.WA hasn't even stopped growing in their highest-density regions. So the maturity number of stores across all of Poland might actually be higher. Based on the growth rates as assumed below Dino can reach 7000 stores in 2037. With an X% net profit margin at the end in combination with an exit multiple of XX (currently XX on PE basis) you can expect a XXXX% annual return"  
[X Link](https://x.com/DutchInvestors/status/1975272349181063648) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3554 followers, XXX engagements


"What about the depreciation of capital Dino Polska $DNP.WA has proven to outpace inflation over time acting as natural protection against money devaluation. These assumptions don't take foreign operations into account. It could be possible that Dino grows even faster by scaling operations in Poland and in neighboring countries like Hungary and Slovakia. How likely is this scenario in your opinion In my view it is on the optimistic side of realistic. Besides it's hard to estimate profit margins XX years from now"  
[X Link](https://x.com/DutchInvestors/status/1975272352414867543) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:50Z 3554 followers, XXX engagements


"$WISE.L This is truly unique and we like it. When employees own shares in the company they work for they start thinking like owners (watching costs seizing opportunities etc.)"  
[X Link](https://x.com/DutchInvestors/status/1975843815010533730) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-08T08:40Z 3554 followers, 4009 engagements


"Dino Polska $DNP.WA published their Q4 results after-hours. Here is our take X. Dino opened +116 stores in Q4 which means they opened XXX new stores in 2024 (250 in 2023). Management delivered on their promise to open more stores this year compared to 2023 good sign"  
[X Link](https://x.com/DutchInvestors/status/1895211246175297818) [@DutchInvestors](/creator/x/DutchInvestors) 2025-02-27T20:35Z 3556 followers, 14.3K engagements


"We visited three Dino $DNP.WA supermarkets 🛒 A thread about our observations. 🧵"  
[X Link](https://x.com/DutchInvestors/status/1910023146876395937) [@DutchInvestors](/creator/x/DutchInvestors) 2025-04-09T17:32Z 3556 followers, 38.4K engagements


"One of the most well-run scalable companies in the world: Dino Polska $DNP.WA run by it's almost secretive CEO; Tomasz Biernacki. Check out our full (free) company deep dive on our TDI-Dashboard ➡ www.thedutchinvestors .com"  
[X Link](https://x.com/DutchInvestors/status/1957826178615484476) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-19T15:25Z 3556 followers, 2606 engagements


"Dino Polska $DNP.WA released it's Q2 2025 earnings. Here are the highlights: - Added XXX new stores (vs. +98 in 2024). Store growth accelerating. - Revenue grew +14.8% Y/Y - EBIT grew XXXX% Y/Y (operational profits outpacing revenue percentage-wise) - Grew +4.8% LFL Y/Y (not outpacing inflation of 5.8%). But still a lot better then competitor Biedronka (+0.9% LFL)"  
[X Link](https://x.com/DutchInvestors/status/1958600187527798896) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-21T18:40Z 3556 followers, 5955 engagements


"Dino Polska's $DNP.WA road to 7000 stores 🛣 Let us be clear. This is a very optimistic scenario. But what if In this thread we'll break down how Dino Polska could reach 7000 stores and the corresponding return🦖"  
[X Link](https://x.com/DutchInvestors/status/1975272338548748529) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-06T18:49Z 3556 followers, 5374 engagements


"Another stimulus $DNP.WA: I sense that the Polish people are very proud on their companies and prefer domestic brands rather than international ones. Biedronka is owned by a Portugese company while Lidl is German"  
[X Link](https://x.com/DutchInvestors/status/1976251222874259852) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-09T11:39Z 3556 followers, 1977 engagements


"I'm looking for new stocks to analyze. Give me your current best idea + short thesis or reasoning"  
[X Link](https://x.com/DutchInvestors/status/1976930302191976922) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-11T08:38Z 3556 followers, 1233 engagements


"Lesson 3: Discounts exist for a reason In our interview with @MichaelGielkens on holding companies we learned about the importance of management capital allocation and how to get rid of the discount. 👉The key to a successful investment in a holding company is finding a discount that is unjustified and is being actively addressed by management. In Prosus case a more focused management team and a large ongoing share buyback program are tangible actions that can narrow the discount over time. The real lesson is that understanding why the discount exists is the first step to knowing whether you"  
[X Link](https://x.com/DutchInvestors/status/1977418329955697108) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3556 followers, 1408 engagements


"Just remember: buying a holding company is a bet on two things: 1) the underlying asset and 2) the capital allocator. Want access to the entire Prosus deep dive Head on over to www. thedutchinvestors. com"  
[X Link](https://x.com/DutchInvestors/status/1977418333109846306) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3556 followers, XXX engagements


"(7/9) What makes Kinsale $KNSL stand out Well three things: - Kinsale focuses exclusively on the U.S. Excess & Surplus (E&S) market. - They have an in-house build technology stack which makes them way more efficient than other E&S insurers (who often use 10+ legacy systems). It took Kinsale X years to build their IT-system; - Kinsale controls both underwriting and claims management for small-premium policies in-house. Most other insurers outsource one or both functions leading to higher costs slower processes and misaligned incentives. Kinsales integrated approach allows it to issue quotes"  
[X Link](https://x.com/DutchInvestors/status/1978016841747276169) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3555 followers, XXX engagements


"(8/9) All in all the high-volume low-ticket E&S market is highly attractive for Kinsale $KNSL due to its low-cost structure whereas it isnt for most higher-cost insurers. Kinsale has successfully carved out an ultra-profitable niche. The stock has returned over XX% a year since the IPO in 2016"  
[X Link](https://x.com/DutchInvestors/status/1978016844792410341) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3555 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"  
[X Link](https://x.com/DutchInvestors/status/1947651693761483041) [@DutchInvestors](/creator/x/DutchInvestors) 2025-07-22T13:35Z 3556 followers, 4660 engagements


"New customer win for $WISE $WISE.L Platform 👏 Soon $GOOGL users in the U.S. will be able to access Wise's services powered by Wise Platform on Google Wallet online or by searching for select currency exchange rates on Google Search"  
[X Link](https://x.com/DutchInvestors/status/1955562189613306256) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-13T09:28Z 3556 followers, 1314 engagements


"Markel Group $MKL is actually quite a well-diversified business in terms of operating income: - XX% of EBIT stems from Ventures - XX% of EBIT stems from Investments in bonds and interest -XX% of EBIT stems from Insurance operations"  
[X Link](https://x.com/DutchInvestors/status/1962565843977437538) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-01T17:18Z 3556 followers, 4074 engagements


"After Copart $CPRT dropped more than XX% some respected investors scooped up the shares. So did one of our analysts after he conducted his Copart analysis. Become a member and get access to all our personal portfolios and transactions"  
[X Link](https://x.com/DutchInvestors/status/1963499433342931222) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-04T07:08Z 3556 followers, 3741 engagements


"Here's what's coming for TDI-members: - Oct. 3rd - Prosus deep dive $PRX - Oct. 16th - Diploma PLC deep dive $DPLM.L - Oct. 31st -Alphabet deep dive $GOOGL - Nov. 14th - TBD - Nov. 28th - Central Japan Railway"  
[X Link](https://x.com/DutchInvestors/status/1970539859917103526) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-23T17:24Z 3556 followers, XXX engagements


"Adyens CEO & Co-founder Pieter van der Does on the lowest costs combined with highest quality: If you accomplish what we what we were after that means that the highest quality comes at the lowest cost which is somewhat unusual. But that means that you have to build everything yourself because if you're if you have it all in house if you have all connections to all end points if you don't make use of other platforms by nature you have the lowest cost and in this model the lowest cost goes together with the highest quality because you control everything. $ADYEN $ADYEN.AS"  
[X Link](https://x.com/DutchInvestors/status/1972268845336551557) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-28T11:55Z 3556 followers, 1342 engagements


"Were more in favor of organic growth as acquisitions always carry the risk of overpaying or facing integration challenges. Hopefully it wont be a major acquisition. Nonetheless we have great confidence in Simon Wilson. $MKL"  
[X Link](https://x.com/DutchInvestors/status/1974795543206645984) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T11:15Z 3556 followers, 4505 engagements


"Stock 1: HEICO $HEI is a true compounder in aerospace. The stock returned XX% CAGR for 24+ years. ✅ XX years of XX% annual share growth ✅ High-margin low-cost model via reverse engineering ✅ CEO owns $XXX billion+ in stock We love the moat management & margins but at 70x earnings and 40x FCF the price is rich. Watching closely for a better entry"  
[X Link](https://x.com/DutchInvestors/status/1974868036956885133) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3556 followers, XXX engagements


"Stock 2: MSCI $MSCI is a toll booth on trillions in global capital. ✅ XX% recurring revenue ✅ XX% gross margins ✅ Switching costs are sky-high ✅CEO owns $XXX billion in stock We love the wide moat margins & mission. But with a 37x P/E were still on the sidelines. However it's getting pretty close"  
[X Link](https://x.com/DutchInvestors/status/1974868040970887516) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-05T16:03Z 3556 followers, XXX engagements


"Want to vote on the companies we analyze Check out TDI-premium and join the community. Link in bio. $MTCH $TWEKA $LOTB $RACE"  
[X Link](https://x.com/DutchInvestors/status/1976364063103004905) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-09T19:08Z 3557 followers, XXX engagements


"3 lessons after analyzing Tencent and Prosus Being an investor isnt so different from being a CEO. Every dollar spent in one place is a dollar not spent somewhere else. The best compounders are those that master this game. $PRX.AS $TCEHY"  
[X Link](https://x.com/DutchInvestors/status/1977418319629287911) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3557 followers, 1929 engagements


"Lesson 1: Great investments dont guarantee great companies 👉 Just because a company owns something great doesn't make itself great. Think of Prosus as a wrapper not as Tencent $TCEHY itself. If the wrapper allocates capital poorly or lacks investor trust it can trade at a persistent discount regardless of how great the asset inside is. For a lower-quality holding company to be worth investing in it needs to be great at one thing: capital allocation. And for now $PRX.AS appears to be proving just that"  
[X Link](https://x.com/DutchInvestors/status/1977418323106414639) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T16:57Z 3557 followers, XXX engagements


"30 hours researching Kinsale $KNSL. A short pitch 🧵👇 (1/9) Kinsale insures businesses that other insurers avoid. It operates in the $XXX billion non-standard (E&S) market focusing on the rare hard-to-price risks that few other insurers will cover"  
[X Link](https://x.com/DutchInvestors/status/1978016822961074573) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T08:35Z 3556 followers, 2087 engagements


"Not only chip designers chip producers and hyperscalers benefit from the rise of the cloud; payment service providers do too. $ADYEN just strengthened its partnership with SAP. In simple terms Adyen will now handle payments for businesses using SAPs cloud platform"  
[X Link](https://x.com/DutchInvestors/status/1978206931002008005) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-14T21:11Z 3556 followers, 1131 engagements


"Just bought $GOOGL's Pixel XX Phone. It's supported by the Tensor G5. For the first time Google outsourced manufacturing to $TSM instead of Samsung. TSMC used one of $ASML's High-NA EUV machines to produce the chip. The chip was built on the patented architectural designs of $ARM. The Google Silicon Team used the software/EDA tools of $SNPS to develop the chip. This is just a small part of one single part of a phone. It's a miracle that we as humans are able to produce these powerful devices"  
[X Link](https://x.com/DutchInvestors/status/1980014322236477549) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-19T20:52Z 3556 followers, 2595 engagements


"Admitting mistakes is one of the checks we do at businesses we analyse. Admitting and sharing mistakes is a GOOD thing. $TEQ.ST management in the earnings call on their mistake that led to a write-off in subsidiary Reward Catering: When it comes to to the DD processes that we perform we take that extremely seriously. We put a lot of effort into that. And we've been doing it for almost XX years now. Most of the time it works out just fine. And we tend to find things that might be bad in the future and we can walk away or we can mitigate that risk in other ways. But in this case we we have made"  
[X Link](https://x.com/DutchInvestors/status/1980332391924162974) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-20T17:56Z 3556 followers, 4627 engagements


"@AGNombela @TeddyKgb_invest Become a member and your vote counts 😜"  
[X Link](https://x.com/DutchInvestors/status/1980722377039437974) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-21T19:46Z 3557 followers, XX engagements


"3 Advanced Drainage Systems $ADS 💡 Lesson: High margins dont equal a moat. ADS looked like a clear winner to us. A dominant player in stormwater pipes with great returns. But the deeper we went the more we saw: their products are commodities. Margins cant stay fat forever when anyone can copy you. 👉 Dont confuse todays success with tomorrows durability"  
[X Link](https://x.com/DutchInvestors/status/1980923649847603695) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:06Z 3557 followers, XXX engagements


"We all know Constellation Software and its massive success. It has become a XXX bagger since IPO. But how do you spot the next $CSU What should you look for in a great serial acquirer Next week we have serial acquirer and holding expert @MichaelGielkens on the show and we'll talk all about it. $CSU.TO"  
[X Link](https://x.com/DutchInvestors/status/1953935239320891903) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-08T21:43Z 3557 followers, 14.3K engagements


"Ezugi a subsidiary of Evolution $EVO $EVO.ST is set to expand its presence in Brazil with the operator SkillOnNet . It seems that Ezugi has successfully passed the test of SkillOnNet. Ezugi has proven itself to be a standout partner with an exceptional product and were excited to deepen our collaboration.""  
[X Link](https://x.com/DutchInvestors/status/1962084016875589825) [@DutchInvestors](/creator/x/DutchInvestors) 2025-08-31T09:24Z 3557 followers, 1745 engagements


"One of our analysts took a look at Nintendos HQ based in Kyoto Japan. Fun fact 💡: The Nintendo Switch has outsold both the PlayStation X and Xbox One combined in Japan. Thats quite an accomplishment. Nintendo is impressively lean employing only around 8000 people across its hardware and software divisions. The company consistently achieves one of the highest operating margins in the industry often exceeding 25%. The headquarters looks surprisingly modest; more like an office block than a gaming giant. $NTDOY $NTDOF $NTO.F $7974.T"  
[X Link](https://x.com/DutchInvestors/status/1966776583789965364) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-13T08:10Z 3557 followers, 1057 engagements


"Nintendos Development Center sits right next to its headquarters and it looks like a new facility is already under construction just around the corner. $NTDOY $NTDOF $NTO.F $7974.T"  
[X Link](https://x.com/DutchInvestors/status/1966776605964992522) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-13T08:10Z 3557 followers, XXX engagements


"This is why you should use Wise $WISE.L instead of ING $ING $INGA.AS to withdraw foreign currency"  
[X Link](https://x.com/DutchInvestors/status/1968942035924140462) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-19T07:35Z 3557 followers, 2135 engagements


"Our latest deep dive into software king Wolters Kluwer. $WKL.AS $WKL This is a company that mainly owns and bundles expert information to provide it to a range of professional industries such as tax legal and health. Available on your TDI-Dashboard"  
[X Link](https://x.com/DutchInvestors/status/1969053919117443154) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-19T15:00Z 3557 followers, 1170 engagements


"💫Idea 2: Acomo NV - $ACOMO The're a B2B player in plant-based food (spices nuts cocoa). They thrive on managing complex global supply chains and adding value (traceability quality checks). Their decentralized owner-operator model keeps decisions fast. Focus on long-term trends like organic and plant-based diets"  
[X Link](https://x.com/DutchInvestors/status/1974534154113933619) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T17:56Z 3557 followers, XXX engagements


"💫Idea 3: PAR Technology - $PAR This tiny software company is trying to build the unified OS for enterprise restaurants and others. They process $XXX billion in transactions annually with clients like Burger King Arby's and Carls Jr. The high switching costs and a platform strategy make them incredibly sticky. Major growth driven by operators consolidating tech vendors"  
[X Link](https://x.com/DutchInvestors/status/1974534157079310613) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T17:56Z 3557 followers, 1401 engagements


"Currently analyzing an often-overlooked Japanese railway company: Central Japan Railway Company $9022.T After the privatization of Japans national railway system in 1987 It was divided into six regional passenger companies four of which are publicly traded. Central Japan Railway Company lies at the heart of Japans transport network connecting Tokyo Kyoto and everything in between. The region it serves generates an economic output larger than that of France the U.K. or Brazil. Its massive. In a month or two our TDI members will receive a detailed report on whether this railway company could be"  
[X Link](https://x.com/DutchInvestors/status/1977459603848810863) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-12T19:41Z 3557 followers, 2254 engagements


"💠Selective Retailing is the standout performer. @Sephora continues to gain global market share while DFS showed a strong rebound in Macao and Hong Kong. Le Bon Marchs experiential retail strategy also paid off. This division posted the fastest growth (+7%) in Q3"  
[X Link](https://x.com/DutchInvestors/status/1978830032156959200) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3557 followers, XX engagements


"💠 $LVMH remains confident despite macro headwinds. Focus areas for 2026: X. Keep reinforcing brand desirability & craftsmanship X. Invest in retail excellence & innovation X. Leverage global brand portfolio for resilience $MC.PA Bernard Arnaults long-term strategy remains unchanged: Enhance desirability not chase short-term profits"  
[X Link](https://x.com/DutchInvestors/status/1978830035466273077) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3557 followers, XX engagements


"$MC.PA plans to open a new @LouisVuitton store in Shanghai a House of @Dior in New York and Beverly Hills and plans to open a new Tiffany's store in Ginza. The emphasis on the "quality of growth" through strong local clientele engagement tells us a foundational approach to building sustainable brand equity. As investors we can appreciate this"  
[X Link](https://x.com/DutchInvestors/status/1978830039929049550) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:27Z 3557 followers, XXX engagements


"💭Our thoughts. X. $LVMH's Q3 shows stabilization not real recovery. X. Growth returned to +1% organically but mainly from Asia and Sephora. X. Fashion & Leather Goods (the profit core) remains soft hurt by weak tourism and FX. X. $MC.PA maintains a long-term investment philosophy prioritizing brand desirability retail and execution over margin-protection. X. We have faith in management and leadership to turn the tide and keep running a tight ship"  
[X Link](https://x.com/DutchInvestors/status/1978830043573834162) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:27Z 3557 followers, XXX engagements


"Find out why we like holding 3i $III what makes them tick and whether this is a company youd want to own too. Read it here"  
[X Link](https://x.com/DutchInvestors/status/1979558484937998525) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-18T14:41Z 3557 followers, XXX engagements


"@CostaVerdeCap Thank you Costa"  
[X Link](https://x.com/DutchInvestors/status/1980209190561042513) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-20T09:47Z 3557 followers, XX engagements


"@Kaizen_Investor You're welcome and appreciate the kind words It would help a lot if you could like or reshare it (or both) 🙏🏽"  
[X Link](https://x.com/DutchInvestors/status/1980926217403695616) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:16Z 3557 followers, XX engagements


"1Revenue hit XXX billion in Q3 up +10% at constant exchange rates. That brings 9M FY25 sales to XXXX billion +9% YoY (constant). Even in a tougher macro backdrop #Herms still finds ways to grow organically without overreliance on China or markdowns"  
[X Link](https://x.com/DutchInvestors/status/1980932014120575420) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XX engagements


"Want a new company deep dive every XX days And vote on the companies we analyze Become a TDI-member. $LIFCO.B $CHG $NU $CJPRY"  
[X Link](https://x.com/DutchInvestors/status/1969304502911095084) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-20T07:35Z 3557 followers, 1131 engagements


"Moving forward slowly but steadily: Wolters Kluwer $WKL.AS. You can read our latest article now"  
[X Link](https://x.com/DutchInvestors/status/1971487272890778088) [@DutchInvestors](/creator/x/DutchInvestors) 2025-09-26T08:09Z 3557 followers, XXX engagements


"@TheDebtReaper @Text_IR_Team We just covered one: Wolters Kluwer $WKL.AS. You can also think of RELX. Good job on Nedap"  
[X Link](https://x.com/DutchInvestors/status/1974149493135454438) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-03T16:28Z 3557 followers, XXX engagements


"So sad to see this playing out now I love what I'm doing and don't want to stop unless my health deteriorates. Mark Leonard 2015 President's Letter $CSU.TO"  
[X Link](https://x.com/DutchInvestors/status/1974478792337813987) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-04T14:16Z 3557 followers, 1560 engagements


"WHAT A DROP 🤯 No. Ferrari is (still) overvalued. Current P/E and P/FCF: XX For a company expected to grow by X% per year until 2030 Still needs a long way to fall before it becomes an attractive investment especially considering the risk tied to the shift toward EVs. $RACE"  
[X Link](https://x.com/DutchInvestors/status/1976533278745100707) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-10T06:20Z 3557 followers, 1284 engagements


"$LVMH dropped its Q3 earnings and is up +14% the next day (We're a bit late but contains more depth now) Everyones sharing the same surface-level numbers. Well tell you what actually matters for $MC.PA"  
[X Link](https://x.com/DutchInvestors/status/1978830013932671045) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-16T14:26Z 3557 followers, XXX engagements


"Alphabets empire still runs on Search $198B or XX% of total revenue. But Cloud ($43B) and Subscriptions ($40B) are catching up fast. The next decade will tell if AI shifts that balance for $GOOG $GOOGL #Google #Alphabet #Investing"  
[X Link](https://x.com/DutchInvestors/status/1980252786622181456) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-20T12:40Z 3557 followers, 1504 engagements


"The combined ratio of insurers explained - Example: Markel $MRKL The lower the ratio the better. combined ratio. The combined ratio consists of the expense ratio (the percentage of premiums spent on operating costs such as salaries commissions and administration) and the loss ratio (the percentage of premiums paid out in claims and claim-related expenses). If an insurer has a combined ratio of XX% I usually compare it to having a XX% net profit margin on their insurance operations. A XX% ratio is a fantastic number as most insurance companies struggle to sell their policies at a profit"  
[X Link](https://x.com/DutchInvestors/status/1980606326838354244) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-21T12:05Z 3557 followers, XXX engagements


"Stablecoins are seen as a big risk for companies like Wise. Well they're now hiring. What does that tell us $WISE"  
[X Link](https://x.com/DutchInvestors/status/1980751639859347843) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-21T21:42Z 3557 followers, XXX engagements


"5 investing lessons from analyzing X different companies Every business hides a story. And every story hides a lesson. Heres what 200+ hours of research taught us 🧵"  
[X Link](https://x.com/DutchInvestors/status/1980923639689289855) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:06Z 3557 followers, XXX engagements


"1 $MSCI 💡 Lesson: Indexing is the ultimate toll bridge MSCI doesnt manage any money. It just licenses its indexes and every ETF tracking them pays a fee. As AUM grows MSCI earns more without lifting a finger. 👉 Own the benchmark and the market works for you. Image by @Quartr_App"  
[X Link](https://x.com/DutchInvestors/status/1980923643946213486) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:06Z 3557 followers, XX engagements


"4 $Heico 💡 Lesson: Scale economies shared are rare because they require restraint. One of the strongest moats in business is Scale Economies Shared. Instead of hoarding cost advantages you pass them on to customers. Heico makes aircraft parts cheaper than OEMs and shares the savings with airlines. The trick is balance. Thats why Heico caps itself at XX% market share per product enough to profit but not enough to trigger retaliation. 👉 True moats need discipline as much as advantage"  
[X Link](https://x.com/DutchInvestors/status/1980923652821434690) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:06Z 3557 followers, XX engagements


"5 Ulta Beauty $ULTA 💡 Lesson: Programs amplify moats; they dont create them. Ultas loyalty engine fuels growth but it works only when brand and experience stay strong. The moment stores lag so does loyalty. 👉Without reinvestment loyalty turns into habit and habits break fast"  
[X Link](https://x.com/DutchInvestors/status/1980923655321219243) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:06Z 3557 followers, XXX engagements


"Herms just dropped its Q3 earnings and its another masterclass in luxury execution. While others in the sector are slowing $RMS.PA continues to defy odds. Heres a Q3 breakdown of how the worlds most resilient luxury house keeps outperforming 👇🧵"  
[X Link](https://x.com/DutchInvestors/status/1980932009842323687) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XXX engagements


"2Herms by region $RMS.PA Growth was balanced across geographies a sign of Herms resilience and strength: 1) Asia ex-Japan: +4% 2) Japan: +15% 3) Americas: +13% 4) Europe excl. France: +12% 5) France: +9% 6) Middle East: +15% Strong local demand not just tourism drove the gains"  
[X Link](https://x.com/DutchInvestors/status/1980932017798644166) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XX engagements


"3Herms by segment $RMS.PA 👜 Leather Goods & Saddlery: +13% 🧥Ready-to-Wear & Accessories: +6% accelerating. 🎗Silk & Textiles: +4%. 💄Perfume & Beauty: 5%. Watches: 3%. 📿Other Herms (Jewellery Home): +11%. In short: core craftsmanship categories thrive discretionary ones normalize"  
[X Link](https://x.com/DutchInvestors/status/1980932022076854551) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XX engagements


"4Revenue by geography Japan continues to shine (+15%). The U.S. saw double-digit growth with new stores in Scottsdale and Nashville. Europe held firm driven by local spending. China was steady . Diversification works. $RMS.PA doesnt depend on one region to deliver"  
[X Link](https://x.com/DutchInvestors/status/1980932026153730149) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XX engagements


"5In the third quarter Herms is maintaining its course thanks to solid growth that reflectsthe strength of our model. We remain focused on navigating uncertainties thanks to the loyalty of our customers and the commitment of our employees. - Axel Dumas CEO of $RMS.PA Translation Slow steady long-term discipline beats cyclical hype"  
[X Link](https://x.com/DutchInvestors/status/1980932029576282162) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XX engagements


"6 Health and outlook The company remains debt-free with a XX billion+ net cash position 40%+ operating margin and 25000+ employees. "Ambitious goal for revenue growth at constant exchange rates." - Dumas"  
[X Link](https://x.com/DutchInvestors/status/1980932035158982860) [@DutchInvestors](/creator/x/DutchInvestors) 2025-10-22T09:39Z 3557 followers, XXX engagements