The Dutch Investors
SubstackArticles
96
Companies covered
65
Sectors
7
Countries
13
Research Articles
Why We're Not Buying Shift4 (Yet!?)
Jul 4, 2026
Evolution AB | Has the dust settled?
Jun 25, 2026
Investing Lessons from Disney's Magic Figures
Jun 20, 2026
What's going on at Wise?
Jun 2, 2026
The Constellation Software 2026 Annual Meeting
May 21, 2026
Inside ASML
May 7, 2026
How Wix might survive the AI onslaught
May 3, 2026
Should you sell your VMS stocks?
Feb 15, 2026
The PayPal Problem
Feb 8, 2026
Is PayPal Dead Money or Deeply Mispriced?!
Jan 28, 2026
LVMH Q4 Earnings Update
Jan 27, 2026
Wise Plc Q3 Premium Earnings Update
Jan 20, 2026
The New Coca-Cola: Lotus Bakeries
Jan 18, 2026
Ferrari against a juicy discount
Dec 17, 2025
Evolution AB: The Story has Changed
Dec 6, 2025
Is Apple still an attractive investment?
Nov 26, 2025
Why Alphabet will win in the age of AI
Nov 23, 2025
We're buying Ferrari Group
Nov 19, 2025
Wolters Kluwer - A Dutch dividend compounder
Sep 24, 2025
Visiting Action: 3i Group's crown jewel
Aug 20, 2025
Adyen Q2 2025 Update
Aug 15, 2025
BESI: Hidden Semiconductor Pearl
Jul 30, 2025
8 Quotes that will teach you about Copart
Jul 2, 2025
3 Things we bet you didn't know about Microsoft
May 21, 2025
We visited the Annual Meeting of Adyen
May 15, 2025
🛍️ Ulta Beauty: Why research matters
May 14, 2025
Hims' moat in the making
Apr 30, 2025
TSMC vs. Texas Instruments
Apr 23, 2025
Why Amazon's AWS is a miracle
Mar 16, 2025
Heico Corp: On track to become a 1000-bagger
Mar 12, 2025
We spoke with Adyen's management
Jan 1, 2025
A 22,000% return: Monster's marketing strategies
Dec 26, 2024
Does Auto Partner have a moat? ($APR.WA)
Dec 11, 2024
Best business model in the world? (VISA)
Dec 4, 2024
Wix's underappreciated moats
Nov 16, 2024
ASML will succeed despite of China
Nov 8, 2024
ASML: An unbeatable monopoly?
Nov 1, 2024
Hims Inc. | Not so deep dive
Oct 11, 2024
Coupang | The copycat strategy
Oct 9, 2024
Couche-Tard | It's all or nothing
Oct 2, 2024
Ryanair's genius cost-cutting tricks
Sep 13, 2024
Texas Roadhouse: Made from Scratch
Sep 3, 2024
Marriott’s winning formula
Aug 30, 2024
💎Richemont's luxury empire
Aug 23, 2024
Dino Polska's origin
Aug 16, 2024
The secrets behind Duolingo's success
Aug 2, 2024
Atlassian - Premium Research Report - Sneak Peek
Jul 19, 2024
We visited three Dino Polska supermarkets
Jul 13, 2024
Teqnion - Premium Research Report - Sneak Peek
Jul 12, 2024
NIKE - Premium Research Report - Part 3
Jul 7, 2024
NIKE - Premium Research Report - Part 2
Jul 6, 2024
NIKE - Premium Research Report - Part 1
Jul 5, 2024
Netflix - Premium Research Report - Sneak Peek
Jun 28, 2024
Diageo - Premium Research Report - Sneak Peek
Jun 21, 2024
Tesla - Premium Research Report - Sneak Peek
Jun 14, 2024
Ferrari- Not So Deep Dive
Jun 10, 2024
Texas Roadhouse - Sneak Peek Research Report
Jun 7, 2024
Hilton Food Group - Research Report - Part 2
Jun 1, 2024
Hilton Food Group - Research Report - Part 1
May 31, 2024
Teqnion - Not so Deep Dive
May 29, 2024
Booking Holdings - Research Report - Part 3
May 26, 2024
Booking Holdings - Research Report - Part 2
May 25, 2024
Hilton Foods Group- Research Report - Part 3
May 24, 2024
Booking Holdings - Research Report - Part 1
May 24, 2024
Porsche AG - Research Report - Part 3
May 19, 2024
Porsche AG - Research Report - Part 2
May 18, 2024
Porsche AG - Research Report - Part 1
May 17, 2024
Kering - Brief Breakdown
May 15, 2024
Amazon.com - Research Report - Part 2
May 11, 2024
Booking Holdings Q1 - Earnings Update
May 3, 2024
Amazon.com Q1 - Earnings Update
May 1, 2024
Amazon.com - Research Report Part 3
Apr 12, 2024
Amazon.com - Research Report - Part 1
Apr 8, 2024
Apple, Inc. | Brief Breakdown
Feb 6, 2024
