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

The Dutch Investors 🦁 posts on X about $dnpwa, $wisel, $adyen, $evost the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +73%
- X Month XXXXXXX +138%
- X Months XXXXXXX +405%
- X Year XXXXXXX +1,985%

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

- X Month XX -XX%
- X Months XXX +95%
- X Year XXX +349%

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

- X Week XXXXX +3.10%
- X Month XXXXX +11%
- X Months XXXXX +122%
- X Year XXXXX +726%

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

### Social Influence [#](/creator/twitter::1757431687732985856/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$dnpwa](/topic/$dnpwa), [$wisel](/topic/$wisel) #1, [$adyen](/topic/$adyen), [$evost](/topic/$evost), [asml](/topic/asml), [$cprt](/topic/$cprt), [$wlnpa](/topic/$wlnpa), [$asml](/topic/$asml), [money](/topic/money), [$mkl](/topic/$mkl)

**Top assets mentioned**
[Copart, Inc. (CPRT)](/topic/$cprt) [Markel, Corp. (MKL)](/topic/$mkl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Costco Hot Dog (COST)](/topic/$cost) [Apple, Inc. (AAPL)](/topic/$aapl) [RigoBlock (GRG)](/topic/$grg) [Microsoft Corp. (MSFT)](/topic/$msft) [DisChain (DIS)](/topic/$dis) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg) [Parex (PRX)](/topic/$prx) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Ferrari N.V. (RACE)](/topic/$race) [Diageo plc (DEO)](/topic/$deo)
### Top Social Posts [#](/creator/twitter::1757431687732985856/posts)
---
Top posts by engagements in the last XX hours

"Its not done yet Now that the scandal involving Worldline $WLN.PA has come to light the company is facing disastrous second-order effects 👇🏼🧵"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938906855390003463) 2025-06-28 10:26:32 UTC 2743 followers, 1922 engagements


"🚨 The @Wise $WISE.L deep dive is now live for TDI members Youre getting XX pages of in-depth research + a 20-minute podcast where we break it all down. Wise is changing how money moves across borders. From its roots as a startup to now moving XXX billion a year globally their business model growth engine and moat are worth a closer look. Become a member today Save XX% with code COMMUNITY20"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943686457568170132) 2025-07-11 14:58:58 UTC 2723 followers, XXX engagements


"$MKL shareholders dont miss the Reunion 2025 talks theyll give you a much deeper understanding of the business culture and its subsidiaries"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1932382941994451046) 2025-06-10 10:22:49 UTC 2754 followers, 1751 engagements


"This cited a Dutch news site about the Worldline scandal: "Competitor Adyen decided a few years ago to stop doing business with this company but Worldline subsidiary Global Collect Services continued to facilitate the Indian firm. This meant that users were still able to make credit card payments to the fraudulent Indian company." This is why culture matters: $ADYEN keeps bad actors out from the start while $WLN.PA chose to work with them and took on massive risk as a result. Source: NOS"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940091073097081211) 2025-07-01 16:52:11 UTC 2743 followers, 1613 engagements


"@FinanceClean You might find $ADYEN or $ASML interesting companies as well. Personally Id put Euronext straight on the too-hard pile"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1942643460122763758) 2025-07-08 17:54:28 UTC 2735 followers, XXX engagements


"Here are some important factors that make a business more robust. It's rare that a company ticks all the boxes but what companies come to mind Here are a few companies that fit in this 'most robust' category following us: $NEDAP $DNP.WA $APR.WA $WKL $COST"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1842838497297616948) 2024-10-06 08:05:10 UTC 2735 followers, 1084 engagements


"Dino Polska $DNP.WA posted Q1 results yesterday 🦖 Food inflation surpassing LFL sales by big margin. Let's break it down 🧵"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1923346179959439394) 2025-05-16 11:53:58 UTC 2750 followers, 16.3K engagements


"TSMC $TSM) just posted XX% Y/Y revenue growth for June its slowest pace so far in 2025. ⚙"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943214581473853465) 2025-07-10 07:43:54 UTC 2749 followers, 1508 engagements


"*10. @olensrud: Last but definitely not least is Ole from Europe's far North. He writes fascinating analyses about (holding) companies like $INVE.ST and $EXO.AS as well as industries. We loved his article about serial acquirers and how to assess their quality. Definitely check out his X profile or The Outsiders' Corner. * This is the actual account"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1873655405739430292) 2024-12-30 09:00:34 UTC 2748 followers, 1623 engagements


"1) Markel $MKL Markel is a specialty insurer primarily active in North America but with a global presence. In addition to underwriting Markel allocates capital to equities bonds and private businesses. Together these form what management calls a three-engine machine. Led by CEO Tom Gayner Markel is known for its disciplined shareholder-aligned leadership a crucial trait in insurance. Markel is often compared to a mini-Berkshire $BRK.A $BRK.B Markel has outperformed the market over multiple decades"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945122502172148144) 2025-07-15 14:05:17 UTC 2754 followers, XXX engagements


"Copart's $CPRT strategy was partly based on Disneyland $DIS. Copart's founder Willis Johnson's idea was as follows. In Disneyland customers buy a ticket to enter the theme park. Once inside customers are being tempted to buy even more things. Think of food and beverages a picture with Mickey Mouse and a fast-track pass. Copart members (buyers) have to make a $XXX deposit after which they obtain access to the platform. Once involved in bidding for salvage cars Copart receives several fees. Think of gate fees a winning bid fee a storage fee and possible transportation fees. By utilizing this"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1931804611591205045) 2025-06-08 20:04:45 UTC 2742 followers, 2542 engagements


"This is not just any cruise or boat. Its a brand new flagship Louis Vuitton's store in Shanghai. 📏 XX meter high ⛴ X stories 1600 square meters By the way the $LVMH marketing team really thought this one through. Shanghai literally translates into On the sea. Shanghai has always been an important seaport into China from East to West. Although we agree with most investors saying LVMH is more accessible luxury then true luxury. LV is still one of the very best managed and strongest luxury brands in the world"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938728425906413743) 2025-06-27 22:37:31 UTC 2754 followers, 5096 engagements


"Worldline $WLN.PA meltdown Fraud The publicly listed company Worldline which processes XXX billion in payment transactions annually deliberately chose to protect fraudulent webshops. It feared losing revenue otherwise. This is revealed by an investigation conducted by NRC and twenty international media outlets. This is also big news for $ADYEN $STRIPE and $PYPL (Braintree) as merchants may shift transaction volume to them in response to the scandal"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937816493045023098) 2025-06-25 10:13:49 UTC 2742 followers, 15.2K engagements


"@valuedrift May indeed. Thats not a given (as it is not for Amazon)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946489254189641756) 2025-07-19 08:36:16 UTC 2750 followers, XX engagements


"Food delivery That said food delivery is still a brutal business. Margins are razor-thin because most people wont pay $5-$15 for delivery so fees stay low to boost GMV. Prosus owns or is invested in iFood Swiggy Delivery Hero Flink Oda Foodics and soon Just Eat Takeaway $TKWY"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213748637946010) 2025-06-26 12:32:22 UTC 2742 followers, XXX engagements


"Dino Polska $DNP.WA opened XXX new stores in H1 2025. Dino is picking up speed. 🏪Dino Polska now has 2835 stores versus 2504 Dino stores a year ago. 📏Store size increased from 1120 thousand square meters vs. XXX thousand square meters"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940679055889912322) 2025-07-03 07:48:37 UTC 2754 followers, 4376 engagements


"Apple $AAPL vs. Geberit $GEBN.SW Which one is better Geberit is a business from Switzerland that's active in the flushing systems and piping systems industry. It's margins look like as it is a software company. Over the past XX years it has grown with around X% per year while $AAPL realized a XX% CAGR"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1900458425831633175) 2025-03-14 08:06:12 UTC 2747 followers, XXX engagements


"Another positive: theres a growing focus on building synergies across the group. For example Indias Swiggy is expanding beyond food now delivering bedsheets drinks and household goods. They've also partnered with PharmEasy to deliver prescription and OTC meds in under XX minutes in some cities. Thats interesting. You can see the network effects starting to emerge. $SWIGGY.BO Take Meesho and PayU: one has commerce data the other has payments data. Combine them and you can underwrite merchant risk far better than using just one. Thats real strategic value"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213746423234895) 2025-06-26 12:32:22 UTC 2742 followers, XXX engagements


"1) Top personnel leaving The best coders and engineers can work anywhere. Why stay at a company that chose to protect fraudulent webshops Thats not the kind of culture top talent wants to be part of. Many will likely leave/dont join $WLN.PA resulting in a weaker product over time. But the ripple effects dont stop there"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938906859596861755) 2025-06-28 10:26:33 UTC 2723 followers, XXX engagements


"Philips $PHIA.AS $PHG was once an innovative consumer company making TVs radios and lightbulbs. Comparable with todays $SONY or even $ASML. But due to poor capital allocation and a lack of innovation its become a shadow of its former self. Out of curiosity I skimmed their annual report. Turns out they barely manufacture anything themselves anymore. Low-cost Asian factories do the work using Philips patents. Philips logo gets slapped on and Philips earns a licensing fee. Meanwhile debt levels are sky-high (compared to their cash level and EBITDA). Not the kind of business long-term quality"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944304603337502988) 2025-07-13 07:55:15 UTC 2754 followers, 1909 engagements


"2) Dino Polska $DNP.W Dinos business model is straightforward: rolling out identical supermarkets across Poland. Today the company operates around 2700 locations. Each store offers a curated assortment of 5000 products at highly competitive prices. 🤑 Dino is notably vertically integrated owning its own meat processing facilities and construction arm. By standardizing store design and focusing on underpenetrated edge-of-town locations with limited competition the company manages to achieve net margins of X% exceptionally high for the grocery retail sector. 🥩🏗"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945122522925547846) 2025-07-15 14:05:22 UTC 2741 followers, XXX engagements


"3) $WISE.L remains focused on the long-term opportunity and becoming the network for the worlds money. While this quarter was at the low end of their guidance of 15-20% underlying income growth namely XX% they still expect this to be reachable for FY 2026. 💪🏼"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864982140194947) 2025-07-17 15:15:38 UTC 2754 followers, XXX 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"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1895211246175297818) 2025-02-27 20:35:47 UTC 2747 followers, 14.2K engagements


"Copart $CPRT: $X to dividends $X to buybacks $X debt on balance sheet Can you name companies with similar rare statistics"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937055979926872209) 2025-06-23 07:51:49 UTC 2736 followers, 1524 engagements


"Simpler is often more likely to be right Danil Zhang (Chief Acquisition Officer at Teqnion $TEQ.ST) X Simple to understand unknown and promising stocks"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945122491594158150) 2025-07-15 14:05:15 UTC 2754 followers, 2051 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 XX 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 2027 after (profitable) investments in their distribution centers are completed We believe Greggs presents an"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1898426781348003950) 2025-03-08 17:33:10 UTC 2721 followers, 4764 engagements


"Prosus $PRX.AS just launched AI House Amsterdam. A new initiative designed to ensure Europe becomes an AI maker not an AI taker. The House will serve as a campus-style innovation hub bringing together startups ideas and a community of researchers builders and policy leaders. With AI House Amsterdam we are doing what Europe urgently needs concentrating ambition talent and capital here to shape the future of AI everywhere said Fabricio Bloisi CEO of Prosus. Europe has the brains the values and the startups. Were committed to raising our collective ambition towards Europes first trillion-dollar"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943373252350341145) 2025-07-10 18:14:24 UTC 2747 followers, XXX engagements


"1. Hilton Food Group $HFG 🐄 Youve probably interacted with this company without realizing it. HFG packs and processes meat fish ready meals and plant-based products. Some key customers are: X. Albert Heijn in the Netherlands X. Aldi in Europe X. Walmart in Canada X. Tesco in the UK ICA in Sweden X. Sonae MC in Portugal and X. Woolworths in Australia Just to name a few not bad right"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941149601060315402) 2025-07-04 14:58:24 UTC 2750 followers, XXX engagements


"$NEDAP.AS Q2 results Nedap finally accelerated revenue growth further in the second quarter of 2025. The total revenue increased by X% but if we dont take into account Nedaps scale-down efforts of non-key propositions the revenue increased by XX% on a comparable basis"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945804249620951384) 2025-07-17 11:14:19 UTC 2754 followers, XXX engagements


"This is why fintechs like Wise and Revolut will win 😳 $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943726317234434371) 2025-07-11 17:37:21 UTC 2754 followers, 3067 engagements


"@philoinvestor One of our analysts Bouke is well-versed in the payments industry. He has written three analyses on payments companies (Visa Adyen and Wise) and acknowledges that the sector is both interesting from an investors point of view as very complex"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945935141961928928) 2025-07-17 19:54:26 UTC 2754 followers, XXX engagements


"Wise $WISE.L Q1 2026 are out Heres what you need to know 🧵. 1) Wises cross-border volumes grew XX% Y/Y. Meanwhile their cross-border revenue only grew 2%. How so Wise is actively lowering their take rate from XXXX% in Q1 2025 to XXXX% last quarter. This is a massive XX% decrease 👏 Wise is playing a completely different games than banks and competitors: instead of trying to take as much money as possible they give a lot of value back to their customers. Thats rare"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864966885556625) 2025-07-17 15:15:35 UTC 2754 followers, 11K engagements


"ASML $ASML Q2 results 1.Revenue rose to XXX billion in Q2 2025 up XX% year-over-year. For H1 2025 revenue increased by 34%. Service revenue grew especially fast up XX% Y/Y. Services now represent XX% of total revenue and continue to expand rapidly. Exactly XXX lithography systems were sold in Q2 2025 (including one High-NA EUV system) up from XX in the same quarter last year. 2.Gross margin came in at XXXX% up from XXXX% in Q2 2024 at the high end of their guidance. Tariffs had less impact than expected and service revenue which generally carries higher margins contributed positively. income"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945382709553201406) 2025-07-16 07:19:16 UTC 2747 followers, 2939 engagements


"Fun fact. Currently analyzing Dutch holding company Prosus $PRX. They own roughly XX% of Tencent and the market cap of Prosus is below their investment in Tencent. So you get Tencent at a discount and everything else they own for free. Like Delivery Hero iFood Just Eat Takeaway PayU and many others. Pretty interesting thesis. They also own XX% of Remitly $RELY"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1935249351204344038) 2025-06-18 08:12:55 UTC 2742 followers, XXX engagements


"Not only have revenues increased in the past few years also net income has developed quite well Especially taken into account that $EVO has a solid FCF conversion rate. $EVO.ST"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941518508657152477) 2025-07-05 15:24:18 UTC 2742 followers, XXX engagements


"5) Card and other revenue a business model of huge importance when the cross-border take rate keeps declining grew XX% () to XXX million GBP. When comparing this to cross border revenues and interest: - Card and other: XXX M GBP (+32%) - Interest: XXX M GBP (+0% Y/Y) - Cross-border: XXX M GBP (+2% Y/Y) $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864990470353295) 2025-07-17 15:15:40 UTC 2751 followers, XXX engagements


"China currently has 1.41+ billion people. Tencent's $TCEHY superapp WeChat has XXXX billion Monthly Active Users (MAU's). That's XXXX% of the population. Chinese users spent an average of XX minutes on WeChat. Crazy"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943409237595443459) 2025-07-10 20:37:23 UTC 2742 followers, 1714 engagements


"Copart $CPRT: From junk yard to $XX billion dollar business. 🗑🚙 Currently reading this great book by founder Willis Johnson as part of our Copart analysis. The article and pitch will be published for premium members on the 27th of June. 🦁"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1928442279213117818) 2025-05-30 13:24:02 UTC 2742 followers, 1997 engagements


"This quote from Enzo Ferrari captures the essence of luxury: scarcity. Scarcity combined with strong demand creates pricing power. Creating limited supply is one of the key factors in building a strong luxury brand. Besides $RACE companies like $RMS.PA $CFR.SW and several brands under $MC.PA and $KER.PA also demonstrate pricing power"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941778855452148016) 2025-07-06 08:38:50 UTC 2754 followers, XXX engagements


"Starting with LFL-sales one of the most important metrics. Dino Polska $DNP.WA LFL sales was +0.5% compared to Q1 2024. This while food inflation was 6.1%. Dino's explanation is the Easter Holiday which is in Q2 this year and fewer trading days. However this doesn't fully explain the significantly lower LFL sales compared to food inflation. It still indicades a competitive market with pricing pressures"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1923346183314969016) 2025-05-16 11:53:58 UTC 2735 followers, 1101 engagements


"Greggs pitch $GRG $GRG.L Greggs is the UK's largest and most beloved fast-food bakery chain specializing in sandwiches pastries and coffee. Known for its iconic (vegan) sausage roll Greggs operates under the motto: "Convenient and Cheap.""  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945112636166672408) 2025-07-15 13:26:05 UTC 2742 followers, 4746 engagements


"Check out our latest Substack article featuring valuable lessons on Diageo $DEO why women outperform men in investing (painful but true) and the man who achieved better returns than Warren Buffett"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944871513649303835) 2025-07-14 21:27:57 UTC 2751 followers, XXX engagements


"@habib_a_qureshi This is the backlog for orders placed by customers"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945852135486230817) 2025-07-17 14:24:35 UTC 2750 followers, XX engagements


"2) So how are their segments progressing: - Personal: number of active customers up XX% (underlying income up 11%) - Business: number of active customers up XX% (underlying income up 12%) - Platforms: two new announced partnerships with Raiffeisen Bank and UniCredit. As the figure below shows theres plenty of room to grow for the coming years/decades. 🌎 $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864977522524566) 2025-07-17 15:15:37 UTC 2754 followers, XXX engagements


"Prosus $PROSY held its Capital Markets Day yesterday. It's full of interesting insights and we have some opinions on the company. 🧵Here's what you missed"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213726135431631) 2025-06-26 12:32:17 UTC 2747 followers, 1628 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"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946576858935369967) 2025-07-19 14:24:23 UTC 2754 followers, XXX engagements


"1. Thales $HO.PA Market cap: XX billion P/E: XX Operating margin: XXX% ROE: XXXX% The Thales Group is a global electronics company active in aerospace defense and information technology. Aroud XX% of Thales' revenue comes from its Defense & Security' division. Its advanced radar- and infra red technology are among the best in the world. They are used to track and identify stealth fighter jets"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944079642530656481) 2025-07-12 17:01:20 UTC 2739 followers, XXX engagements


"Europe needs to increase defense spending. With ongoing wars and increasing pressure on NATO Europe is focused on significantly strengthening its defense power. Here are three underexposed strong European defense companies that could benefit in the coming decades"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944079625480450255) 2025-07-12 17:01:16 UTC 2739 followers, XXX engagements


"10. @olensru: Last but definitely not least is Ole from Europe's far North. He writes fascinating analyses about (holding) companies like $INVE.ST and $EXO.AS as well as industries. We loved his article about serial acquirers and how to assess their quality. Definitely check out his X profile or The Outsiders' Corner"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1873651541850427734) 2024-12-30 08:45:12 UTC 2730 followers, XXX 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"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940743558324949433) 2025-07-03 12:04:56 UTC 2754 followers, 2284 engagements


"Good news show Capital Markets Days are usually a place where companies pitch good news and forward-looking dreams. But Prosus managed something unique. It annoyed me to the point where I almost stopped watching. The buzzwords were endless: AI-first GenAI largest tech company AGI blah blah blah. The Prosus-way whatever thats supposed to mean was mentioned endlessly. But you cant force a Prosus-way onto companies you acquire especially not across 25+ businesses in completely different sectors. #AI #GenAI"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213731692908595) 2025-06-26 12:32:18 UTC 2742 followers, XXX engagements


"@k_ristovski Yeah Actually Phillips is worth looking into as perhaps the very worst decision makers of all time XD. They had stakes/founded in TSMC ThermoFisher ASML Atos and dozens more. Crazy"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944372161767940314) 2025-07-13 12:23:42 UTC 2719 followers, XX engagements


"Microsofts $MSFT view on payments. Their Dynamics XXX Commerce platform is tightly integrated with Adyen $ADYEN $ADYEN.AS"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946158128468316533) 2025-07-18 10:40:30 UTC 2754 followers, XXX engagements


"Two new Wise Platform customers UniCredit $UCG.MI is a big win: its a XX billion publicly listed European bank with XXX billion in assets. Jenius is a tech-savvy bank with around X million users serving both retail and business customers. $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945450356361576662) 2025-07-16 11:48:04 UTC 2754 followers, XXX engagements


"After 2027 CapEx is expected to decrease to X% of revenues. This will result in an expected free cash flow in the range of XXX million. Considering the current stock price that would mean you only pay X times free cash flow in 2027 for a quality company like Greggs. Because Greggs has a ROCE of XX% a strong moat reliable management and proven business model we expect these investments to pay of well. While the market is worrying about the next quarter and inflation we're thinking about the free cash flows of Greggs in 2027 and beyond. This is why we believe Greggs $GRG.L is presenting an"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945112672329965579) 2025-07-15 13:26:14 UTC 2743 followers, 1206 engagements


"We visited three Dino $DNP.WA supermarkets 🛒 A thread about our observations. 🧵"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1910023146876395937) 2025-04-09 17:32:59 UTC 2750 followers, 38.3K engagements


"Plenty of room to grow in U.S. acquiring for Adyen $ADYEN.AS and Stripe. Despite being #10 (Adyen) and #7 (Stripe) in volume they showed the fastest growth in total acquiring volume in 2024. Stripe +109% in volume per merchant; Adyen +21%. Adyen keeps maintaining a clear enterprise focus: $15.16M/merchant far above peers. Others chase SMBs. Adyen plays a different game. Notable is that Stripe saw a XX% decrease in the number of merchants while Adyen saw an increase of 10%. Thanks @oost_marcel for the sharp insights. 📊 Source: Connecting the Dots in Fintech"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1919712252325740857) 2025-05-06 11:14:02 UTC 2747 followers, 6114 engagements


"At what price these stocks become attractive (in our view): Visa $V $XXX (-22%) Ryanair $RYAAY $XX (-30%) Costco $COST $XXX (-23%) Hermes $RMS.PA 2000 (-18%) Hims $HIMS $XX (-37%) Microsoft $MSFT $XXX (-20%) Adyen $ADYEN 1200 (-21%)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1944412788119495117) 2025-07-13 15:05:08 UTC 2744 followers, 2231 engagements


"🚨 Evolution AB $EVO.ST opens first live casino studio in Asia The studio based in Cebu (Philippines) is a good step in Evolutions APAC expansion. The studio taps into Asias first licensed iGaming market. Evolution plans to roll out Lightning Roulette Super Color Game & more. A great step towards localized regulated growth in Asia"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941379245730660510) 2025-07-05 06:10:55 UTC 2741 followers, 2383 engagements


"74% of TSMCs $TSM revenue come from 7nm nodes. On these nodes TSMC basically has a monopoly with over XX% market share. TSMC is simply the only one capable of producing the most tiny transistors with the highest success rate (yield). 🏆"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945744577014456648) 2025-07-17 07:17:12 UTC 2749 followers, XXX engagements


"Bitcoin currently has the same market cap as Amazon. What would you rather own Easy choice for us: $AMZN"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946176030697312749) 2025-07-18 11:51:38 UTC 2754 followers, 4237 engagements


"Booking $BKNG just reached an all-time high of $5768 becoming a 10-bagger since its IPO. If you somehow managed to buy Booking Holdings at its lowest point ($6.60) you'd have an 86-bagger. Not bad. ✈"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1939772866574311475) 2025-06-30 19:47:45 UTC 2741 followers, XXX engagements


"Theres a reason companies like Constellation Software LVMH or even Topicus let their subsidiaries operate independently. These businesses have their cultures and strategies that work for them and might not work anywhere else. This top-down approach just doesnt sit right with me. Tencent also continues to be a great example of how to highlight amazing metrics while sweeping everything else under the rug. They have a knack for making numbers sound better than they are just by adjusting the framing. We really dislike this. Just be straight with shareholders"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1938213734570189260) 2025-06-26 12:32:19 UTC 2742 followers, XXX engagements


"With 2500 stores across the UK Greggs has more locations than McDonald's $MCD and Starbucks $SBUX combined in the UK. Yet despite its dominance the stock trades at just XX times earnings. This while Greggs $GRG.L has by far the strongest moat among its peers in the UK: Brand power 💪🏼 According to Statista Greggs is the most popular restaurant chain in the UK scoring XX% approval well ahead of McDonald's (58%). Lowest cost provider Greggs is the most affordable fast-food option in the country making the company resistant during crises"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945112645134082228) 2025-07-15 13:26:07 UTC 2743 followers, XXX engagements


"Which insurance portfolio would you pick based on valuations combined ratio and management 1) $MKL $AON $LLOY.L (Markel AON Lloyds of London 2) $CB $PGR $ASR.NL (Chubb Progressive ASR) 3) $ACIC $ZURN.SW $ALV.DE (American Coastal Insurance Corp Zurich Insurance Group Allianz) 4) $KNSL $AIG $SREN.SW (Kinsale AIG Swiss Re)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1937060769742324124) 2025-06-23 08:10:51 UTC 2754 followers, 1346 engagements


"@fiscal_ai Grab would be a good addition to @Prosusgroup I think (for the right price ofcourse). Although. Asia might be a bit out of their experience but hey a man can dream right"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940798148789915789) 2025-07-03 15:41:51 UTC 2731 followers, XXX engagements


"$ADYEN its take on stablecoins 🪙 Adyen's co-CEO Ingo Uytdehaage shared his view on the future: Ive been following the stablecoin discussion with keen interest and Id like to share my perspective. The promise instant 24/7 cost-efficient payments is compelling. While stablecoins may introduce new capabilities over time many of the benefits they aim to deliver are already live in our infrastructure today operating at scale within regulated financial ecosystems. For years weve been investing in our foundational infrastructure. This includes direct access to global banking and payment networks:"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943568343593545919) 2025-07-11 07:09:37 UTC 2754 followers, XXX engagements


"4) CEO Kristo Krmann about listing in : Last month we also announced our proposal to dual list our shares in the US and the UK with the strategic and capital market benefits positively received by Owners. We believe the addition of a primary US listing will help us accelerate our journey to becoming 'the' network for the world's money and ensure our mission and the interests of our customers and Owners remain deeply aligned over the long term. $WISE.L"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945864986343116853) 2025-07-17 15:15:39 UTC 2754 followers, XXX engagements


"Our conversation with @ksochanek is now available on all podcasting platforms. Kamil is the head of IR at @BudimexSA Poland's largest infrastructure company. In this episode Kamil shares his thoughts on several prominent Polish companies including Dino Polska $DNP.WA Sygnity $SGN.WA Synektik $SNT.WA Benefit Systems $BFT.WA Cyber_Folks $CBF.WA) Vercom $VRC.WA CD Projekt $CDR.WA Budimex $BDX.WA Decora DCR.WA Asseco $ACP.WA Creotech Instruments $CRI.WA Bioceltix $BCX.WA Auto Partner $APR.WA and Text $TXT.WA. We also explore Kamils investing philosophy the developing Polish investment landscape"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1925440249804558393) 2025-05-22 06:35:03 UTC 2735 followers, 2630 engagements


"On a 2018 earnings call #Tesla and SpaceX CEO @elonmusk said he disagreed with one of Warren Buffetts core investment principles. If your only defense against invading armies is a moat you will not last long. What matters is the pace of innovation; that is the fundamental determinant of competitiveness. Or simply said: Moats are lame. Buffett responded with: "Elon may turn things upside down in some areas. I don't think he'd want to take us on in candy." Elon responded with: "I'm starting a candy company and it's going to be amazing. I am super serious". The question is do you win in business"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943646949799780487) 2025-07-11 12:21:58 UTC 2754 followers, XXX engagements


"@AInvestorBrief True Constalation Software Lifco Investor AB Teqnion and Heico to name a few. But Im not sure Stripe will fit in this list"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1933495666057093549) 2025-06-13 12:04:24 UTC 2732 followers, XXX engagements


"A small piece of our Teqnion $TEQ.ST Q2 update for members. Teqnion the Swedish serial acquirer focused on industrial niche companies has faced some challenging situations since Q2 2024. CEO and founder Johan Steene made several underperforming acquisitions (particularly in wooden house construction) prior to Daniel Zhang joining the company. These missteps combined with weak performance in parts of the construction sec tor contributed to a XX% share price decline over the past year. Theres written plenty of articles about what went wrong and investors view on it but for us the two key"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1946509425004409150) 2025-07-19 09:56:25 UTC 2754 followers, 1433 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"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1879476544583720960) 2025-01-15 10:31:41 UTC 2730 followers, 7201 engagements


"Otis $OTIS secures a major 6-year contract to supply 1250 elevators for Tatweer Misr in Egypt. While new equipment tends to be cyclical and lower-margin it lays the foundation for recurring high-margin service revenue. With urbanization and aging populations accelerating long-term demand remains strong. $SCHN.SW $KNEBV.HJ"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943218062611955928) 2025-07-10 07:57:44 UTC 2754 followers, XXX engagements


"Of course it can be worse. Look at one of $DNP.WA's competitors Biedronka. They achieved LFL sales of -XXX% compared to Q1 2024. Dino clearly performed stronger here (again)"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1923346186745831517) 2025-05-16 11:53:59 UTC 2750 followers, XXX engagements


"The CEO of Evolution Martin Carlesund just bought 100000 Evolution shares worth about XX MSEK (6 million). A major sign of confidence given that this is about two times his annual base salary $EVO $EVO.ST"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1934523308487442535) 2025-06-16 08:07:53 UTC 2743 followers, 4988 engagements


"$EVO $EVO.ST might be undervalued at today's prices 📈🧵 We love how Evolution AB manages to position itself in the gaming industry. The combination of market leadership and stable growth is very powerful"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941518498540421495) 2025-07-05 15:24:16 UTC 2742 followers, 5122 engagements


"Learn more about Mo-Bruk $MBR.WA in our free to read article"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941149634203983934) 2025-07-04 14:58:32 UTC 2750 followers, XXX engagements


"Numerous sources confirm that boring companies can be very lucrative for investors. 💸 Boring businesses: - Often operate in mature industries and are less vulnerable to disruption; - Tend to fly under the radar because of less media coverage fewer analysts which often leads to undervaluation. - Tend to offer more predictable growth. That makes valuation and return forecasts slightly more reliable and risk lower. - Usually have a strong competitive edge because the industries theyre in are either too dull too tough to break into or simply not worth the hassle for most players. Here are three"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1941149597872583059) 2025-07-04 14:58:23 UTC 2730 followers, XXX engagements


"Luxury is on sale With the recent pullback in the luxury sector now might be the perfect time to take a closer look at $LVMH currently down nearly XX% from last year's highs. Anyone here following it closely Would love to hear your thoughts deep dives smart takes or even some insider insights"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1935229689334804852) 2025-06-18 06:54:47 UTC 2742 followers, 2190 engagements


"One of Belgium's finest companies is down XX% 🍪 In the past six months Lotus Bakeries $LOTB.BR is down 32%. Meanwhile the revenue has steadily grown with a XXXX% CAGR over the past XX years. Not one single year of revenue decline which underscores their pricing power"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1901696424468795545) 2025-03-17 18:05:34 UTC 2732 followers, 3027 engagements


"Prosus $PRX.AS Ventures backs AI-powered customer support startup Brainfish tapping into a $22.6B opportunity within the $350B global CX market. Customer support isnt broken-its outdated. It waits for problems and tickets when support should be seamlessly embedded inside the product. Thats why we built Brainfish said Daniel Kimber CEO and co-founder of Brainfish. This is a clear signal Prosus is betting on next-gen support infra. Will Brainfish become a category-definer Could it compete with players like $TXT.WA Zendesk or Freshworks long term Or is this whole market on a path to"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943376567457157206) 2025-07-10 18:27:34 UTC 2741 followers, XXX engagements


"60% of revenues come from the segment High Performance Computing where $TSM serves customers like $NVDA $AMD and $INTC. 🏭 XX% of revenues come from producing smartphone chips for customers like $AAPL and Samsung. 📱"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1945744585289863632) 2025-07-17 07:17:13 UTC 2747 followers, XXX engagements


"The KING of handling salvage vehicles: Copart $CPRT 👑🚗 With X of the greatest quotes we could find this article reveals Copart's strengths perfectly. From founder Willis Johnson to competitor IAA to its current CEO. We included it all. Link below"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1940474401411289519) 2025-07-02 18:15:24 UTC 2736 followers, 1941 engagements


"@AInvestorBrief True: Constellation Software Lifco Investor AB Teqnion and Heico are great examples. But Im not sure Stripe belongs in that group. 🙂"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1933495997151195527) 2025-06-13 12:05:42 UTC 2743 followers, XXX engagements


"One of our favorite quotes from $CPRT's founder Willis Johnson is fantastic life advice. He stated: "Take care of the business and the business will take care of itself." This quote obviously fostered a culture of hard work at Copart leading to a 32000% stock price increase since inception. But the quote can also be applied to many other areas in life. Here are some examples. Take care of your investments and the compounding will take care of itself. Take care of your relationship and your relation will take care of itself. Take care of your children and your children will take care of"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1935407113506894150) 2025-06-18 18:39:48 UTC 2743 followers, 1603 engagements


"Constellation Software founder and President Mark Leonard comments on $CSU valuation. "Iam not a big fan of generating market rates of return. If you want to generate a 6%-8% rate of return by buying an ETF go for it and we're part of those ETFs. And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20%+ rates of return then I'd love that but you probably have to buy Constellation at 1/4 of the current price to do that." Source: 2025 AGM CSU"  
![@DutchInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1757431687732985856.png) [@DutchInvestors](/creator/x/DutchInvestors) on [X](/post/tweet/1943255172286943620) 2025-07-10 10:25:11 UTC 2746 followers, 5371 engagements