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

The Dutch Investors 🦁 posts on X about $wisel, wise, ceo, asml 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)  30.19% [finance](/list/finance)  30.19% [technology brands](/list/technology-brands)  19.81% [countries](/list/countries)  8.49% [cryptocurrencies](/list/cryptocurrencies)  4.72% [travel destinations](/list/travel-destinations)  3.77% [social networks](/list/social-networks)  2.83% [automotive brands](/list/automotive-brands)  2.83% [currencies](/list/currencies)  1.89% [financial services](/list/financial-services)  0.94%

**Social topic influence**
[$wisel](/topic/$wisel) #2, [wise](/topic/wise) #1469, [ceo](/topic/ceo) 7.55%, [asml](/topic/asml) #48, [$adyenas](/topic/$adyenas) #22, [ai](/topic/ai) 6.6%, [in the](/topic/in-the) 5.66%, [$adyen](/topic/$adyen) #9, [$asml](/topic/$asml) #25, [$snap](/topic/$snap) #93

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@michaelgielkens](/creator/undefined) [@iqballaferdiev](/creator/undefined) [@theraymyers](/creator/undefined) [@stijn22846075](/creator/undefined) [@papijohn55](/creator/undefined) [@sashinvesting](/creator/undefined) [@contrarianright](/creator/undefined) [@meeijer](/creator/undefined) [@tacticzh](/creator/undefined) [@europeandgi](/creator/undefined) [@investingvisual](/creator/undefined) [@iggyoninvesting](/creator/undefined) [@thedebtreaper](/creator/undefined) [@textirteam](/creator/undefined) [@paulwildcat](/creator/undefined) [@wise](/creator/undefined) [@investingbygenz](/creator/undefined) [@roadtriptofire](/creator/undefined) [@kroezelucs](/creator/undefined)

**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Evotec SE (EVO)](/topic/$evo) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Wise (WISE)](/topic/$wise) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Markel, Corp. (MKL)](/topic/$mkl) [BlackRock Inc (BLK)](/topic/blackrock) [DoorDash Inc. (DASH)](/topic/doordash) [Thomson Reuters Corporation (TRI)](/topic/thomson-reuters) [Accenture (ACN)](/topic/accenture) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [RigoBlock (GRG)](/topic/$grg) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Over [----] $SNAP reported a loss of $460 million. It was even worse in the years before and it looks like Snapchat is slowly dying. But here is the catch one of their secret assets: making users pay for cloud storage. Here is why it's such a gamechanger https://twitter.com/i/web/status/2020473423260979597 https://twitter.com/i/web/status/2020473423260979597"  
[X Link](https://x.com/DutchInvestors/status/2020473423260979597)  2026-02-08T12:22Z [----] followers, [----] 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. https://twitter.com/i/web/status/1949767064974954583"  
[X Link](https://x.com/DutchInvestors/status/1949767064974954583)  2025-07-28T09:41Z [----] followers, 14.6K engagements


"Adyen is now valued by investors almost on par with PayPal. Net revenue $ADYEN [--] billion (+23%) $PYPL $31.8 billion (+7%) Net Profit $ADYEN [---] million (+32%) $PYPL $4.15 (-2%) Price/Earnings $ADYEN 45.8x $PYPL 11.6x Processed Volume $ADYEN [-----] billion (+33%) $PYPL [-----] billion (+10%) https://twitter.com/i/web/status/2009749028414607792 https://twitter.com/i/web/status/2009749028414607792"  
[X Link](https://x.com/DutchInvestors/status/2009749028414607792)  2026-01-09T22:08Z [----] followers, 12.1K engagements


"AWS is massive and growing rapidly. CEO Andy Jassy during the latest earnings call: Since our last call we announced new agreements with OpenAl Visa the NBA BlackRock Perplexity Lyft United Airlines DoorDash Salesforce U.S. Air Force Adobe Thomson Reuters AT&T S&P Global National Bank of Canada the London Stock Exchange Group Choice Hotels Accenture Indeed HSBC CrowdStrike and more. More of the top [---] U.S. start-ups use AWS as their primary cloud provider than the next two providers combined. https://twitter.com/i/web/status/2021277628548907134"  
[X Link](https://x.com/DutchInvestors/status/2021277628548907134)  2026-02-10T17:38Z [----] followers, [---] engagements


"Anyone not shopping at Action $III is crazy. Scale Economies Shared to the max. for 3i Group & Action"  
[X Link](https://x.com/DutchInvestors/status/2021948078429983116)  2026-02-12T14:02Z [----] followers, [----] engagements


"ASML fires [----] net employees to stay more agile. $ASML.AS $ASML"  
[X Link](https://x.com/DutchInvestors/status/2021484628465631513)  2026-02-11T07:21Z [----] followers, 306.3K engagements


"@IqballAFerdiev @TheRayMyers @meeijer @TacticzH @European_DGI @InvestingVisual Apply for citizenship in another EU country ;)"  
[X Link](https://x.com/DutchInvestors/status/2022261104068440220)  2026-02-13T10:46Z [----] followers, [--] engagements


"HUGE Game-Changer for $SNAP: This company is going to be extremely profitable in [----]. Here's why. 🧵"  
[X Link](https://x.com/DutchInvestors/status/2020473416373944826)  2026-02-08T12:22Z [----] followers, [----] engagements


"Genuinely Im really excited by everything that I see on the path for us to become one of the largest financial technology platforms in the world. Truly. Ethan Tandowsky earnings call H2 [----] $ADYEN.AS $ADYEN"  
[X Link](https://x.com/DutchInvestors/status/2022290375872806996)  2026-02-13T12:42Z [----] followers, [----] engagements


"Stellar numbers from Teqnion - FCF excluding acquisitions +95% in Q4 and +123% for the full year - Net sales up 15% both in Q4 and for the full fiscal year - Net debt/EBITDA at 1.6x - Order backlog +51% in Q4 Our TDI members will receive a comprehensive update including valuation later today. $TEQ $TEQ.ST https://twitter.com/i/web/status/2022638971407180103 https://twitter.com/i/web/status/2022638971407180103"  
[X Link](https://x.com/DutchInvestors/status/2022638971407180103)  2026-02-14T11:48Z [----] followers, [----] engagements


"$DNP.WA competitor Biedronka $JMT published their [----] sales update. Biedronka's LFL sales growth was finally up again by 1.1% 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. https://twitter.com/i/web/status/1879476544583720960 https://twitter.com/i/web/status/1879476544583720960"  
[X Link](https://x.com/anyuser/status/1879476544583720960)  2025-01-15T10:31Z [----] followers, [----] engagements


"Greggs $GRG Pitch 🥐 Our analyst Luuk has pitched Greggs during an investment lunch organized by @IggyOnInvesting. Thanks Iggy The Pitch: Greggs is the most beloved and cheapest fast food chain in the Uk Trading at only a [--] PE while having the stongest moat among its competitors no debt and a solid management team with good incentives Greggs is misunderstood by investors worrying about inflation and low consumer confidence in the short term while we expect FCF to triple in [----] after (profitable) investments in their distribution centers are completed We believe Greggs presents an"  
[X Link](https://x.com/DutchInvestors/status/1898426781348003950)  2025-03-08T17:33Z [----] followers, [----] 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"  
[X Link](https://x.com/DutchInvestors/status/1943373252350341145)  2025-07-10T18:14Z [----] followers, [---] 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"  
[X Link](https://x.com/DutchInvestors/status/1943376567457157206)  2025-07-10T18:27Z [----] followers, [---] 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"  
[X Link](https://x.com/DutchInvestors/status/1944304603337502988)  2025-07-13T07:55Z [----] followers, [----] engagements


"We listened to the entire #LVMH Q2 earnings call and found something interesting. Here's what you missed from $MC.PA Q2 FY25 call🧵"  
[X Link](https://x.com/DutchInvestors/status/1950123207026995274)  2025-07-29T09:16Z [----] followers, 36.1K engagements


"2679 (95% of all Dino Polska stores) are now equipped with solar panels ☀. This generates about [---] GWh of electricity which is the equivalent of: - the annual electricity consumption of [-----] European households or; - Fully charge [---] million Tesla $TSLA Model 3s or; - Drive [------] times around the Earth with an EV or; - Fully charge [--] billion smartphones or; - Keep the Eiffel Tower lit for [----] years. This reduces the carbon footprint by about [--] thousand tons a year 🫧. Great job $DNP.WA 👏"  
[X Link](https://x.com/DutchInvestors/status/1960769903469945085)  2025-08-27T18:22Z [----] followers, [----] engagements


"Price comparison 3i Group's $III biggest holding: Action What turns out 3i $III's crown jewel Action is by far the cheapest option for consumers in the respective categories in The Netherlands. The only way you could pay too much here is by buying the Philips car front light which appeared to be 1% more expensive than at Dutch Performance Products. Fair to say; this is excluding shipping costs so Action might still be cheaper. What is your view on this European discount retail chain https://twitter.com/i/web/status/1963216521636802962 https://twitter.com/i/web/status/1963216521636802962"  
[X Link](https://x.com/DutchInvestors/status/1963216521636802962)  2025-09-03T12:24Z [----] followers, [----] engagements


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


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


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


"One hell of a ride: $TSM"  
[X Link](https://x.com/DutchInvestors/status/1975198412422467697)  2025-10-06T13:56Z [----] followers, [----] engagements


"Our conversation with @Paul_Wildcat on British cake chain Cake Box $CBOX is now available on all platforms. Just search 🔍 The Dutch Investors 🦁"  
[X Link](https://x.com/DutchInvestors/status/1976301980613214712)  2025-10-09T15:01Z [----] followers, [----] 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)  2025-10-12T16:57Z [----] followers, [----] engagements


"30 hours researching Kinsale $KNSL. A short pitch 🧵👇 (1/9) Kinsale insures businesses that other insurers avoid. It operates in the $115 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)  2025-10-14T08:35Z [----] followers, [----] engagements


"Serial Acquirer Battle Teqnion $TEQ.ST VS Diploma $DPLM.L Which one do we prefer Read it in our latest article Link below"  
[X Link](https://x.com/DutchInvestors/status/1981253448096993768)  2025-10-23T06:56Z [----] followers, [----] engagements


"Adyen is handling payments for Action across Europe. One builds the rails. The other fills the stores. More volume for Adyen. Faster checkouts for Action. Two of our favorite companies are working together. $ADYEN $III"  
[X Link](https://x.com/DutchInvestors/status/1984342363368767802)  2025-10-31T19:31Z [----] followers, [----] engagements


"While $EVO.ST was once viewed as a growth stock it has lost some of its shine and now trades more like a value stock at a P/E of [--]. The key question is whether Evolution can reignite revenue growth. After expanding by over 100% Y/Y during the [----] pandemic boom the company has now faced its first revenue decline in Q3 [----]. Yet with the online casino market still growing around 10% annually we expect Evolutions revenues to resume an upward trend in the coming quarters/yearsmaking todays valuation appealing. https://twitter.com/i/web/status/1985343592605405556"  
[X Link](https://x.com/anyuser/status/1985343592605405556)  2025-11-03T13:49Z [----] followers, [----] engagements


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


"Several 3i Group insiders have been buying shares in the open market including the Chief Operating Officer. Very interesting signal. $III.L $III"  
[X Link](https://x.com/DutchInvestors/status/1994881219251900577)  2025-11-29T21:28Z [----] followers, [----] engagements


"Lufthansa one of the leading European airline groups will leverage Adyen'sfinancial technology platform and Klarna from now on. Lufthansa's total revenues in FY [----] were [----] billion or $43 billion. PS: Its unlikely that Adyen will handle all transactions from here on but they will likely grow alongside Lufthansa and continue to take a larger share of the payment volume. $ADYEN.AS $ADYEN $KLAR"  
[X Link](https://x.com/DutchInvestors/status/1995091299062419599)  2025-11-30T11:23Z [----] followers, [----] engagements


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


"The average time it takes for a 100-bagger is [--] years. The average time an investor hold it shares is [--] months. Buy quality companies at attractive valuations and then. just wait. Let compounding do its work"  
[X Link](https://x.com/DutchInvestors/status/1997218804200624460)  2025-12-06T08:17Z [----] followers, [----] engagements


"Check out our latest article about Evolution AB $EVO $EVO.ST 👇🏼🤔"  
[X Link](https://x.com/DutchInvestors/status/1997328399753265607)  2025-12-06T15:32Z [----] followers, [----] engagements


"Nubank stands out as Latin Americas fintech breakout: [---] million users in Brazil Mexico & Colombia. Its digital no-fee model has grabbed 60% of Brazilian adults fueling massive revenue growth. It dukes it out with giants like Ita $ITUB and Bradesco $BBDO in Brazil and $CIB in Colombia. Interesting company. $NU https://twitter.com/i/web/status/1998094949254881742 https://twitter.com/i/web/status/1998094949254881742"  
[X Link](https://x.com/DutchInvestors/status/1998094949254881742)  2025-12-08T18:18Z [----] followers, [----] engagements


"Last month Wise $WISE.L issued [---] million GBP at a 5.1% interest yield likely to finance growth in new markets"  
[X Link](https://x.com/DutchInvestors/status/1998483333559242919)  2025-12-09T20:02Z [----] followers, [----] engagements


"$WISE.L is one of the rare companies that leverages the scale economies shared model. Its cross-border fees still represent the largest share of revenue but this will likely decline as the company continues to reduce its take rate"  
[X Link](https://x.com/DutchInvestors/status/1998777070067777992)  2025-12-10T15:29Z [----] followers, [----] engagements


"Markel $MKL keeps on climbing Check out the article about Markel (and Kinsale $KNSL) in the comments"  
[X Link](https://x.com/DutchInvestors/status/1999185307036471752)  2025-12-11T18:31Z [----] followers, [----] engagements


"This might be a new revenue growth driver for Dino Polska $DNP.WA. 🚨 For Dutch gas stations the average turnover per store is approximately [---] million. Let's say it's [--] million (12.6 million zloty) in Poland per gas station. Assume Dino Polska ultimately rolls out Dino Oil across roughly [----] locations out of the nearly [----] supermarkets it currently operates. This could translate into approximately PLN [--] billion in incremental revenue compared with FY [----] revenue of PLN [----] billion. If the petrol stations are co-located with supermarkets they would likely also drive higher in-store foot"  
[X Link](https://x.com/DutchInvestors/status/2000154565799190762)  2025-12-14T10:43Z [----] followers, [----] engagements


"Three beaten down stocks we currently find pretty attractive: $GRG.L -50% since ATH and the market seems to undervalue the brand strength and attractive valuation. $III.L Stock went -30% last month due to worries about the Action stores in France. However this likely is a temporary setback the moat has been strong as ever and insiders have been buying. $DUOL -60% since ATH and not that much changed since. https://twitter.com/i/web/status/2000993651040616862 https://twitter.com/i/web/status/2000993651040616862"  
[X Link](https://x.com/DutchInvestors/status/2000993651040616862)  2025-12-16T18:17Z [----] followers, [----] engagements


"Paying [--] billion in dividends while asking for support from the European government This is the story of Volkswagen Group $VOW.DE When innovation is essential stop paying dividends and reinvest in the business. Otherwise in ten years there may be no Volkswagens Audis or kodas left on European roads only Chinese and US brands like $BYD and $TSLA. https://twitter.com/i/web/status/2001248572516286501 https://twitter.com/i/web/status/2001248572516286501"  
[X Link](https://x.com/DutchInvestors/status/2001248572516286501)  2025-12-17T11:10Z [----] followers, [----] engagements


"Phone cameras may have hit their limit. Xiaomi $XIACY just showed a modular phone: flat by default real sensor + lens only when you attach them. Xiaomi is a perfect example of how to survive and thrive in China: [--]. Be agile [--]. Be innovative [--]. Don't be scared [--]. Go international [--]. Don't get stuck in the mud https://twitter.com/i/web/status/2002113787386622378 https://twitter.com/i/web/status/2002113787386622378"  
[X Link](https://x.com/DutchInvestors/status/2002113787386622378)  2025-12-19T20:28Z [----] followers, [----] engagements


"You know Fiverr $FVRR It's a global online marketplace connecting businesses with freelancers for digital services. Fiverr rode the pandemic surge as remote work exploded and investors priced in structural hypergrowth. When the pandemic ended and demand normalized growth slowed buyer metrics weakened and guidance became more cautious. The market reclassified Fiverr from premium growth to mature marketplace. Multiple compression did the rest. Always be conservative when valuing businesses. Structural high growth is very very difficult to realize."  
[X Link](https://x.com/DutchInvestors/status/2003572607287955687)  2025-12-23T21:05Z [----] followers, [----] engagements


"We analyzed how many machines $ASML sold and which systems over the past few years 👇"  
[X Link](https://x.com/DutchInvestors/status/2004923345704521870)  2025-12-27T14:32Z [----] followers, [----] engagements


"Average price per machine $ASML.AS 😱💸👇🏼"  
[X Link](https://x.com/DutchInvestors/status/2004923359528886669)  2025-12-27T14:32Z [----] followers, [----] engagements


"Fast moving consumer goods difficult 🍪 Not if you're Lotus Bakeries $LOTB.BR. Their main product Lotus Biscoff showed a 17% CAGR between [----] and [----]. In H1 [----] the company grew by another 11% compared to the year before. The company partners up with global food conglomerates to strengthen their brand. It has strong cash conversion of over 90% and a high ROIC. We'll cover this stock for are members and it will be published in two weeks. https://twitter.com/i/web/status/2005306176364302557 https://twitter.com/i/web/status/2005306176364302557"  
[X Link](https://x.com/DutchInvestors/status/2005306176364302557)  2025-12-28T15:53Z [----] followers, [----] engagements


"There is no better way to analyze a company than to test its products in the meantime. 🍪 $LOTB.BR"  
[X Link](https://x.com/DutchInvestors/status/2006001370076184933)  2025-12-30T13:56Z [----] followers, [----] engagements


"Mark Miller the new CEO of $CSU.T made insider purchases at: - Sept 25: [---] shares - Dec 25: [----] shares While its a positive signal it represents only a small fraction of his total position in Constellation Software. According to the FY2024 Annual Information he held over [------] CSU shares last year. $CSU https://twitter.com/i/web/status/2006044908759502948 https://twitter.com/i/web/status/2006044908759502948"  
[X Link](https://x.com/DutchInvestors/status/2006044908759502948)  2025-12-30T16:49Z [----] followers, [----] engagements


"5 Investing Lessons from Analyzing [--] Companies in [----]. The lessons will make you a better more informed investor. Here's what we learned"  
[X Link](https://x.com/DutchInvestors/status/2006111566408638478)  2025-12-30T21:14Z [----] followers, [----] engagements


"We analyzed 3i Group a couple of months ago and it reminded us of something important. Lesson [--] -📌 "Retail moats are about being consistently better faster and cheaper than everyone else and returning it to the customers." Retail isn't dead; $III.L proves it thrives on efficiency and zero-fluff execution. While competitors blame Amazon Action wins by prioritizing strict cost controls and passing scale economies directly to the customer. https://twitter.com/i/web/status/2006111573052457118 https://twitter.com/i/web/status/2006111573052457118"  
[X Link](https://x.com/DutchInvestors/status/2006111573052457118)  2025-12-30T21:14Z [----] followers, [---] engagements


"When we analyzed Exor we couldn't believe the discount it trades for. Lesson [--] -📌 "A huge discount to Net Asset Value can be a warning sign not a buying opportunity." $EXO.AS massive NAV discount looks tempting but the market isn't offering a free lunch. We think the massive discount exists for two very specific reasons: asset quality and governance. The supposedly free assets like Stellantis face existential threats that could turn potential value into liabilities. The Agnelli familys total voting control leaves minority shareholders as powerless passengers unable to unlock that value."  
[X Link](https://x.com/DutchInvestors/status/2006111590349955190)  2025-12-30T21:14Z [----] followers, [----] engagements


"Palantir $PLTR might be the most overvalued firm of all time It might well be: - Palantirs revenue has grown at 30% CAGR since [----]. Thats lower revenue growth than Adyen (34% since 2018). While Adyen is trading at a P/S of [--] Palantir is trading at [---] times sales (while not even coming close to Adyens $ADYEN.AS margins). - P/E of [---]. - Share dilution of 5-10% a year. Yes we see the moat. Yes we see the pricing power. But this company is priced for perfection and investors are highly optimistic. https://twitter.com/i/web/status/2007458061795860959"  
[X Link](https://x.com/DutchInvestors/status/2007458061795860959)  2026-01-03T14:24Z [----] followers, [----] engagements


"Is the U.K. market undervalued Check out this companies 👇🏼 Greggs P/E: [----] growth: 7% Wise P/E: [----] growth: 10% GetBusy P/S: [---] growth: 5% 3i Group P/B: [---] growth: 15% Rightmove P/E: [----] growth: 10% $GRG.L $WISE.L $GETB.L $III.L $RMV.L"  
[X Link](https://x.com/DutchInvestors/status/2007832757666488678)  2026-01-04T15:13Z [----] followers, [----] engagements


"$ADYEN HQ in Amsterdam by nightfall. $ADYEN.AS"  
[X Link](https://x.com/DutchInvestors/status/2008251160403292462)  2026-01-05T18:56Z [----] followers, [----] engagements


"Lotus Bakeries $LOTB.BR only focuses on internal metrics not on the stock price of the company. In an interview with Belgium news outlet 'De Tijd' CEO Jan Boone was asked: "If suddenly like happened in the past year [--] billion in market value vanishes doesn't that deliver extra stress" His answer: "Not at all. It doesn't matter to me if Lotus is [---] billion or [--] billion at a certain moment. What matters are the revenue growth profitability metrics and rolling out our strategy." Now that's what we love to see. https://twitter.com/i/web/status/2008276614401212471"  
[X Link](https://x.com/DutchInvestors/status/2008276614401212471)  2026-01-05T20:37Z [----] followers, [----] engagements


"This isnt just R&D spending. This is making sure theyre always miles ahead of competition. Btw: yes $ASML has a monopoly so basically faces no competition. Not yet $ASML.AS"  
[X Link](https://x.com/DutchInvestors/status/2008587807489740980)  2026-01-06T17:13Z [----] followers, [----] engagements


"This mini-Constellation Software: - Grew revenues 20% CAGR over the last [--] years (not slowing down) - Has significantly increased its invested capital in [----] (which is good at such high ROI) - Owns [---] subsidiaries (well-diversified) - Is 1/7th the size of Constellation Software (potentially long runway) - Is trading at a FCF of about [--] Topicus: very interesting business $TOI.TO $CSU.TO https://twitter.com/i/web/status/2008655325826625541 https://twitter.com/i/web/status/2008655325826625541"  
[X Link](https://x.com/DutchInvestors/status/2008655325826625541)  2026-01-06T21:42Z [----] followers, 11.3K engagements


"Copart $CPRT the largest salvage car auction company is down almost 40% since its peak in [----]. The fundamentals - 10-year revenue CAGR of 16% - ROIC of over 25% - No debt on its balance sheet - Operates in a duopoly with IAA - High insider ownership Valuation - Currently Copart trades at 26x earnings the lowest it has been since [----] Is $CPRT on your watchlist https://twitter.com/i/web/status/2008868930266251479 https://twitter.com/i/web/status/2008868930266251479"  
[X Link](https://x.com/DutchInvestors/status/2008868930266251479)  2026-01-07T11:50Z [----] followers, 53.8K engagements


"Four high-quality businesses to look for in [----] We bet you do not know all companies discussed in our latest podcast episode $EL.PA $600519.SS $DNP.WA $POOL https://open.spotify.com/episode/4IGGdlVmj1aX1lZLaq5hcJsi=GX-2ukLOTXG10XmvQXvDqA&t=0&ct=0 https://open.spotify.com/episode/4IGGdlVmj1aX1lZLaq5hcJsi=GX-2ukLOTXG10XmvQXvDqA&t=0&ct=0"  
[X Link](https://x.com/DutchInvestors/status/2009563917928829411)  2026-01-09T09:52Z [----] followers, [---] engagements


"$WISE.L has been growing like crazy but is now slowing down. What growth rate do you expect in the coming [--] years 👇"  
[X Link](https://x.com/DutchInvestors/status/2010113467030614105)  2026-01-10T22:16Z [----] followers, [----] engagements


"U.K. brokers are happiest with $MRKL and $ACGL Based on the Insurance Times 2023/24 Commercial Lines Survey over [---] brokers rated their insurers [--] stars for service"  
[X Link](https://x.com/DutchInvestors/status/2010372438971044257)  2026-01-11T15:25Z [----] followers, [----] engagements


"20% in [--] days Thats like a [--] year return in 3.56% of a year. $ASML.AS $ASML"  
[X Link](https://x.com/DutchInvestors/status/2011163730864976033)  2026-01-13T19:49Z [----] followers, [----] engagements


"Dino Polska $DNP.WA down 5% What's happening Jeronimo Martins the owner of main competitor Biedronka published preliminary Q4 results. Here are the highlights:"  
[X Link](https://x.com/DutchInvestors/status/2011379161924022781)  2026-01-14T10:05Z [----] followers, [----] engagements


"Wise CEO Kristo Krmann: The more value we create for our customers the more valuable were gonna be as a company. Legacy banks charge on average 2.7% compared to 0.3% in transaction costs for cross-border transactions is roughly the comparable. $WISE.L"  
[X Link](https://x.com/DutchInvestors/status/2011911595429945403)  2026-01-15T21:21Z [----] followers, [----] engagements


"Name a better way to start your day. 🤷🏼♂ $WISE.L"  
[X Link](https://x.com/DutchInvestors/status/2013515706214588417)  2026-01-20T07:35Z [----] followers, [----] engagements


"Wise PLC released its Q3 [----] update and the market loved it Shares closed up over 11% today. The $WISE.L thesis is playing out. Here are the key takeaways 🧵👇"  
[X Link](https://x.com/DutchInvestors/status/2013722338882109627)  2026-01-20T21:16Z [----] followers, [----] engagements


"The Growth Engine is Accelerating 📈 $WISE.L processed 47.4B in cross-border volume this quarter a 25% Y/Y jump. Active customers: 10.9M (+20% Y/Y). Business volumes: Up 37%. Total volume growth is actually seeing a slight acceleration"  
[X Link](https://x.com/DutchInvestors/status/2013722343948829103)  2026-01-20T21:16Z [----] followers, [---] engagements


"Customers are staying at $WISE rather than simply sending money. 🟢- Customer holdings (cash/assets) grew 34% Y/Y to 27.5B. 🟢- Card/other revenue is up 30%. Usage for ETFs bonds and daily card payments is turning @Wise into a primary bank alternative"  
[X Link](https://x.com/DutchInvestors/status/2013722350697468410)  2026-01-20T21:16Z [----] followers, [---] engagements


"Wises in-house infrastructure is a massive advantage. 1- 74% of payments are now instant ( [--] seconds) up from 65% last year. 2- Take rate: 0.52% (deliberately low to drive volume). Traditional banks often charge 4-5%. $WISE.L is moving funds faster and cheaper. Win-win"  
[X Link](https://x.com/DutchInvestors/status/2013722355206439161)  2026-01-20T21:16Z [----] followers, [---] engagements


"$WISE.L is capturing market share. The personal cross-border market grew 20% over [--] years but $WISE customer growth has averaged 30% over [--] years. They are systematically taking market share from legacy players yet their total market share is still 1%"  
[X Link](https://x.com/DutchInvestors/status/2013722360289869879)  2026-01-20T21:16Z [----] followers, [---] engagements


"Despite heavy reinvestment Wise expects to hit the top end of profit margin guidance (13-16%) for FY26. Valuation isn't a no-brainer at current levels but the runway for growth appears to be massive. Possibly decades long if things play out right"  
[X Link](https://x.com/DutchInvestors/status/2013722366803574908)  2026-01-20T21:16Z [----] followers, [---] engagements


"$WISE is a high-quality long game play. They lower costs for users which fuels volume which lowers costs further. The flywheel is spinning. If executed well scaled economies shared are arguably the most powerful moat. Just like Costco Amazon and Heico. Total expected CAGR (10-yr scenario): 7.5%. #Wise #Investing #Fintech #Stocks #Earnings https://twitter.com/i/web/status/2013722372075884898 https://twitter.com/i/web/status/2013722372075884898"  
[X Link](https://x.com/DutchInvestors/status/2013722372075884898)  2026-01-20T21:16Z [----] followers, [---] engagements


"Pricing Power at Ferrari $RACE Keeping volumes low increasing prices"  
[X Link](https://x.com/DutchInvestors/status/2014087480404824381)  2026-01-21T21:27Z [----] followers, [----] engagements


"@investingbyGenZ Market capitalizations (USD): 1.Tesla $650bn $330bn 3.BYD $90bn Group $75bn 5.Stellantis $65bn 6.General Motors $50bn Motor $45bn Motor $45bn http://8.Ford http://7.Hyundai http://4.Volkswagen http://2.Toyota http://8.Ford http://7.Hyundai http://4.Volkswagen http://2.Toyota"  
[X Link](https://x.com/DutchInvestors/status/2014848002247016885)  2026-01-23T23:49Z [----] followers, [--] engagements


"RyanAir $RYAAY results with one of the most important metrics: costs of RyanAir vs. competition. Wix turned out to be 77% more expensive than RyanAir while EasyJet is supposed to be 157% more expensive. Operational excellence at its core"  
[X Link](https://x.com/DutchInvestors/status/2015701380674003234)  2026-01-26T08:20Z [----] followers, [----] engagements


"Just like Marriott's stock price its Bonvoy Members (Marriott's loyalty program) is moving to the top right. Boring compounder. $MAR"  
[X Link](https://x.com/DutchInvestors/status/2016268353225081285)  2026-01-27T21:53Z [----] followers, [----] engagements


"$ASML is a monster"  
[X Link](https://x.com/DutchInvestors/status/2016947610196619646)  2026-01-29T18:52Z [----] followers, [---] engagements


"Three news items about TSMC $TSM 1) TSMC rumored to slap Apple $AAPL with biggest price increase in years. TSMC is flexing the muscle. 2) $NVDA CEO Jensen Huang recently claimed that Nvidia had become the biggest TSMC client. 3) With record results and a $56 billion investment plan TSMC makes it clear: AI is not a temporary hype. https://twitter.com/i/web/status/2017536731965194374 https://twitter.com/i/web/status/2017536731965194374"  
[X Link](https://x.com/DutchInvestors/status/2017536731965194374)  2026-01-31T09:53Z [----] followers, [----] engagements


"Crazy that people were selling ASML at [---] and are now buying it at [----]. $ASML.AS"  
[X Link](https://x.com/DutchInvestors/status/2018032651198664763)  2026-02-01T18:44Z [----] followers, [---] engagements


"After a 280% increase And a 75% decrease Duolingo is now trading well below its [----] IPO price. $DUOL"  
[X Link](https://x.com/DutchInvestors/status/2018801429176287474)  2026-02-03T21:39Z [----] followers, [----] engagements


"Talking about currency headwinds: "Net revenue growth at constant currency is estimated to be [---] percent." Reported net revenue: -3.7% $EVO.ST $EVO"  
[X Link](https://x.com/DutchInvestors/status/2019476145742246337)  2026-02-05T18:20Z [----] followers, [----] engagements


"To every investor that blindly jumps into $CSU $TOI and $CHG right now: How much do you really know about Artificial Intelligence (future) capabilities to disrupt Vertical Market Software businesses Asking yourself that question is utterly important. AI has resulted in many companies becoming 'too-hard' to assess for most investors. https://twitter.com/i/web/status/2019728044785561778 https://twitter.com/i/web/status/2019728044785561778"  
[X Link](https://x.com/DutchInvestors/status/2019728044785561778)  2026-02-06T11:01Z [----] followers, [----] engagements


"@Stijn22846075 @Roadtriptofire Good way to look at it. Might also depend on the sectors it's active in"  
[X Link](https://x.com/DutchInvestors/status/2019805066367295651)  2026-02-06T16:07Z [----] followers, [---] engagements


"Yes My evening just got a whole lot better @KroezeLuc's latest book called "Not everything that blinks is gold". How to pay a fair price for the world's best stocks. Well. No sleeping tonight I guess"  
[X Link](https://x.com/DutchInvestors/status/2019861034106778000)  2026-02-06T19:49Z [----] followers, [----] engagements


"@MichaelGielkens Yes. Some Topicus. Would you call Nedap VMS Somewhat We're somewhere interested in Constellation Software $CSU.TO"  
[X Link](https://x.com/DutchInvestors/status/2019862409310056870)  2026-02-06T19:55Z [----] followers, [---] engagements


"Paypal is a bit like the Intel of the payments industry. $PYPL $INTC"  
[X Link](https://x.com/DutchInvestors/status/2019908234379731412)  2026-02-06T22:57Z [----] followers, [----] engagements


"It's a honest answer from Martin. However it's so important the Asia hacking issue finally gets fixed. It's been over [--] months now since this problem has been addressed. 😬 Investors want and need to get more clarity on how this is evolving. $EVO.ST $EVO"  
[X Link](https://x.com/DutchInvestors/status/2020254055332004155)  2026-02-07T21:51Z [----] followers, [---] engagements


"This is a key reason why the expense ratio is increasing for Markel and why its not necessarily a bad thing. $MKL"  
[X Link](https://x.com/DutchInvestors/status/2020397309339853239)  2026-02-08T07:20Z [----] followers, [----] engagements


"Hundreds of millions of users have happily saved photos and videos of themselves family and friends on Snapchat's $SNAP cloud. All for free. But not for long. Every user that has over 5GB of data stored at Snapchat's cloud will have to pay $1.99 a month starting in [----]. And that is huge. A simple conservative calculation will follow. https://twitter.com/i/web/status/2020473426549383618 https://twitter.com/i/web/status/2020473426549383618"  
[X Link](https://x.com/DutchInvestors/status/2020473426549383618)  2026-02-08T12:22Z [----] followers, [----] engagements


"Snapchat $SNAP had [---] daily active users at the end of [----]. However [---] million were recognized as monthly active users. They are likely to be early Gen Z or millennials who used to use Snapchat heavily when they were younger. Many of them probably have many of so-called 'memories' stored in the $SNAP cloud. If only 5% of Snapchat users have (1. more than 5GB of data stored and (2. are willing to pay the $1.99 per month SnapChat will earn $1.14 billion in operating earnings extra. That basically means that Snapchat will become profitable instantly after years and years of losses."  
[X Link](https://x.com/DutchInvestors/status/2020473430127071523)  2026-02-08T12:22Z [----] followers, [----] engagements


"This market is just so attractive. Cloud Computing will benefit of all major trends like AI Robotization and just an overall shift from on-premise to cloud. $AMZN $GOOG $GOOGL $MSFT $ORCL https://twitter.com/i/web/status/2020922996030869998 https://twitter.com/i/web/status/2020922996030869998"  
[X Link](https://x.com/DutchInvestors/status/2020922996030869998)  2026-02-09T18:09Z [----] followers, [---] engagements


""We are increasingly of the view that the rapid uptake of GLP-1 weightloss drugs is impacting Greggs" -Jefferies analyst. $GRG.L"  
[X Link](https://x.com/DutchInvestors/status/2020959034904359393)  2026-02-09T20:32Z [----] followers, [----] engagements


"The article says that the company's explanation of softer consumer spending and unfavourable weather do not account for the depth of its prolonged sales slowdown and While the typical GLP-1 demographic may only partially overlap with Greggs' customer base those affected are likely to be higher-BMI higher-frequency consumers those who are most valuable to Greggs https://twitter.com/i/web/status/2020975696625987734 https://twitter.com/i/web/status/2020975696625987734"  
[X Link](https://x.com/DutchInvestors/status/2020975696625987734)  2026-02-09T21:38Z [----] followers, [---] engagements


"Adyen and Uber just announced an expanded global payments partnership deepening their long-standing relationship. As Uber scales across mobility and delivery Adyen cements itself further at the core of its global payments infrastructure. $ADYEN.AS x $UBER"  
[X Link](https://x.com/DutchInvestors/status/2021281791953326330)  2026-02-10T17:55Z [----] followers, [----] engagements


"Massive Wise Platform and Interactive Brokers expand collaboration to business clients to support continued global growth $WISE.L $IBKR https://twitter.com/i/web/status/2021316762445173110 https://twitter.com/i/web/status/2021316762445173110"  
[X Link](https://x.com/DutchInvestors/status/2021316762445173110)  2026-02-10T20:14Z [----] followers, [----] engagements


"Stripe receives a tender offer that pushes its valuation to $140 billion. Thats about 3x Adyens valuation. Similar companies in terms of processed volume and activities. However Stripe likely generates more revenue due to its power over small merchants. Adyen on the other hand is rumored to be way more profitable. What do you think Is this 3x valuation justified $ADYEN.AS $ADYEN $STRIPE https://twitter.com/i/web/status/2021470951737602390 https://twitter.com/i/web/status/2021470951737602390"  
[X Link](https://x.com/DutchInvestors/status/2021470951737602390)  2026-02-11T06:26Z [----] followers, [----] engagements


"@PapiJohn55 @asml Fully agreed 👌🏽"  
[X Link](https://x.com/DutchInvestors/status/2021687172684746964)  2026-02-11T20:45Z [----] followers, [----] engagements


"@varunv_malhotra Love your pushback Varun Agreed; Stripe has the better starting point. Whats your view about Stripes profitability level and why it has such low margins compared to Adyen compared to similar volumes and higher take-rates"  
[X Link](https://x.com/DutchInvestors/status/2021698864948957625)  2026-02-11T21:32Z [----] followers, [---] engagements


"Here are four reasons on why A.I. will not (fully) disrupt VMS software businesses like $TOI.V $CSU.TO $WKL.AS and $CHG.DE [--]. Many VMS software solutions are mission-critical. This means that it forms the heart of many organizations. The reliance on the specific software is essential for its existence. Risking that for a few bucks is not worth it for many (especially SME) businesses/organizations. https://twitter.com/i/web/status/2021708723631358021 https://twitter.com/i/web/status/2021708723631358021"  
[X Link](https://x.com/DutchInvestors/status/2021708723631358021)  2026-02-11T22:11Z [----] followers, [----] engagements


"3. Current VMS software packages come with experienced account managers and developers who can help businesses to enhance software or customize it to an organization's needs. Who is going to do this for A.I. What if critical software suffers from errors or bugs who takes care of security patches"  
[X Link](https://x.com/DutchInvestors/status/2021708728152588503)  2026-02-11T22:11Z [----] followers, [---] engagements


"4. Integrations between VMS software and other (horizontal) SaaS solutions like ERP systems make it tremendously hard to switch to another provider or A.I. solution. Payrolls finances hours accounting patient data case building you name it. Of course many other reasons are applicable although we could also think of ways in which A.I. will actually replace (some) VMS parts. What are your thoughts https://twitter.com/i/web/status/2021708730316779739 https://twitter.com/i/web/status/2021708730316779739"  
[X Link](https://x.com/DutchInvestors/status/2021708730316779739)  2026-02-11T22:11Z [----] followers, [---] engagements


"Do you remember when Adyens stock crashed over 50% in [----] after this happened Outperforming the market takes courage. Contrarian investing can pay off big when youre right. $ADYEN $ADYEN.AS"  
[X Link](https://x.com/DutchInvestors/status/2003199246141624347)  2025-12-22T20:21Z [----] followers, [----] engagements


"It has been quite a ride 🤯 Check out our latest article about the rise (and fall) of Duolingo including valuation 👇 $DUOL"  
[X Link](https://x.com/DutchInvestors/status/2021927573379276813)  2026-02-12T12:41Z [----] followers, [---] engagements


"Kinsale Capital $KNSL is down 15% YTD. Trading at a P/E of [--]. Expected to grow 10-20% a year. Less than 2% market share. Is this an opportunity or a value trap"  
[X Link](https://x.com/DutchInvestors/status/1991090403655709107)  2025-11-19T10:25Z [----] followers, 11K engagements


"Snapchat $SNAP is struggling. Up until now the company has difficulties in making a profit despite having [---] million daily active users. One of the reasons is a lot of share-based compensation and relatively weak cash flows from operations. But this likely to change in [----]. https://twitter.com/i/web/status/2020473420215894131 https://twitter.com/i/web/status/2020473420215894131"  
[X Link](https://x.com/DutchInvestors/status/2020473420215894131)  2026-02-08T12:22Z [----] followers, [----] engagements


"@hughes10852 @BenjiBT13 Tell me you're short Teqnion without telling me you're short Teqnion"  
[X Link](https://x.com/DutchInvestors/status/2022769975060988117)  2026-02-14T20:28Z [----] followers, [---] engagements

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