Premium The Dutch Investors

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. 

As a family-led company with over 170 years of exp…

Shimano, a Japanese family-owned company, has quietly dominated the cycling world for over a century. Despite its influence, the company remains secretive. They don't do earnings calls, write a relat…

You might have heard of MSCI, but do you really know what they do? This company operates behind the scenes, yet it plays a crucial role in global finance.

Ever invested in an ETF? There’s a good chanc…

This analysis is not a luxury fashion giant, not a premium whiskey brand, but something way more exclusive. I'm talking about The Italian Sea Group (TISG), a yacht builder that makes floating palaces…

 Today, we're taking a closer look at Geberit, a company you likely encounter frequently, though perhaps not in the most glamorous of settings; the bathroom. 

This 150-year-old Swiss firm, while Switz…

Taiwan Semiconductor Manufacturing Company (TSMC) is the largest and most advanced chip manufacturer in the world. TSMC produces semiconductors for other companies. A few customers of TSMC are Apple,…

Water management is becoming more important than ever. From flooding in cities to increasing droughts affecting agriculture, the consequences are far-reaching. But there is a company positioned to be…

Welcome to Text SA ($TXT), a Polish software company active in customer engagement through, you guessed, text. With a history spanning over two decades, Text SA specializes in advanced live chat and …

At Nedap, the focus is simple, solve real problems with smart solutions. From helping farmers monitor millions of cows effortlessly to ensuring healthcare workers spend more time caring and less time…

Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a…

What does it take for a company to dominate the energy drink market, grow to global prominence, and deliver one of the most extraordinary returns in stock market history? Monster Beverage is a prime …

Airbnb has changed how we travel, offering unique and personal stays that stand out from traditional hotels. Its innovative platform connects millions of travelers and hosts worldwide without owning …

Auto Partner is a company that caught our attention for all the right reasons. As a fast-growing distributor of car parts in Europe, it combines impressive operational efficiency with strong profitab…

 Visa powers millions of transactions every day, connecting banks and businesses worldwide. In this episode, we’ll break down Visa’s business model in plain terms, from how it earns fees on transacti…

EVS Broadcast Equipment is a key player in live broadcasting, powering events like the Champions League final and the Olympics. Known as the industry standard, this Belgian company provides essential…

Since its founding in 2006, Wix.com has established itself as a leader in website building, providing a simple click and drop platform to create websites with ease. With a flexible model that include…

This week, it's time for part two of the ASML analysis! You already learned what is needed to produce the most complex machine on earth. Mathijs and Bouke guided you through the entire value chain, c…

ASML is a key player in the value chain needed to produce the best chips on earth that make AI possible. And to be honest, as Dutchmen, we're proud of this Dutch gem. Bouke and Mathijs broke this com…

Couche-Tard (CT), a global leader in convenience stores and fuel sales, operates over 16.500 locations worldwide! With a dual revenue model—fuel driving foot traffic to its convenience stores—the com…

Since its creation in 2004, Celsius has positioned itself as a fitness-oriented energy drink, appealing to a younger generation seeking a healthy lifestyle. With claims of “negative calories” and no …