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Does Auto Partner have a moat? ($APR.WA)
Or do they just have some (temporary) advantages over competitors?
Dec 11
10
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Does Auto Partner have a moat? ($APR.WA)
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Understanding the luxury industry | Deep dive series
Weekly new episodes on the most important topics of investing. This time, a luxury industry deep dive.
Dec 7
2
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Understanding the luxury industry | Deep dive series
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Best business model in the world? (VISA)
Network effects at their finest
Dec 4
3
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Best business model in the world? (VISA)
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We found a cheap quality business (Belgian small cap)
19% ROIC
Nov 27
14
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We found a cheap quality business (Belgian small cap)
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3
Focus on quality stocks
Quality beats valuation: a real life example
Nov 24
10
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Focus on quality stocks
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2
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Top 5 best X (Twitter) accounts about investing
Aug 19
53
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Top 5 best X (Twitter) accounts about investing
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25
We visited three Dino Polska supermarkets
Jul 13
45
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We visited three Dino Polska supermarkets
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5
5 Underappreciated Substack Publications about Investing
May 25
38
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5 Underappreciated Substack Publications about Investing
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10
The hidden monopoly in eyewear
Sep 18
18
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The hidden monopoly in eyewear
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We help long-term investors find great quality businesses!
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Wix's underappreciated moats
Why I (Siem) like Wix and will add the drag-and-drop website builder to our watchlist
Nov 16
6
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Wix's underappreciated moats
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HAL Trust | Greatly undervalued Dutch holding company
Why we think you can buy this business with a high margin of safety...
Oct 18
10
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HAL Trust | Greatly undervalued Dutch holding company
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7
Coupang | The copycat strategy
How Coupang mastered the art of imitation to become South Korea's e-commerce giant, earning the name "The Amazon of South-Korea".
Oct 9
10
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Coupang | The copycat strategy
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2
Couche-Tard | It's all or nothing
Is Couche-Tard on the brink of becoming a global giant, or is it driving headfirst into financial peril? Discover the stakes of this beautiful, risky…
Oct 2
11
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Couche-Tard | It's all or nothing
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5
What Evolution, Adyen, and Netflix have in common
Discover why Evolution AB thrives like Adyen and Netflix with minimal marketing and maximum profit. Evolution is a must-watch for investors because of…
Sep 25
10
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What Evolution, Adyen, and Netflix have in common
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The Dutch Investors
4 Passionate experienced investors analyzing stocks. We help you fill your portfolio with high-quality businesses.
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HAL Trust | Greatly undervalued Dutch holding company
Why we think you can buy this business with a high margin of safety...
Oct 18
10
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HAL Trust | Greatly undervalued Dutch holding company
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7
The genius who outsmarted the casino and Wall Street
Lessons from Edward Thorp on how to beat the market by applying casino strategies
Oct 16
8
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The genius who outsmarted the casino and Wall Street
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Coupang | The copycat strategy
How Coupang mastered the art of imitation to become South Korea's e-commerce giant, earning the name "The Amazon of South-Korea".
Oct 9
10
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The Dutch Investors
Coupang | The copycat strategy
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2
Couche-Tard | It's all or nothing
Is Couche-Tard on the brink of becoming a global giant, or is it driving headfirst into financial peril? Discover the stakes of this beautiful, risky…
Oct 2
11
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Couche-Tard | It's all or nothing
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5
Texas Roadhouse: Made from Scratch
We read the most important book about Texas Roadhouse and summarized it for you. Here's what you can learn from the legendary success story of Texas…
Sep 3
13
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Texas Roadhouse: Made from Scratch
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How Meta makes billions using simple psychology tricks
How meta uses psychological strategies and mind games to make money from you.
Aug 26
10
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How Meta makes billions using simple psychology tricks
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2
Free tools to value a company
Valuing a holding, such as Kering, Richemont, or Prosus, can be done in different ways. We are going to explain it to you, so you can do it yourself!
Aug 14
8
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Free tools to value a company
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The secrets behind Duolingo's success
In EdTech, Duolingo dominates with a 90% market share in free language learning. How did they achieve this, and can they maintain it?
Aug 2
7
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The secrets behind Duolingo's success
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Top posts
Top 5 best X (Twitter) accounts about investing
Aug 19
53
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Top 5 best X (Twitter) accounts about investing
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25
We visited three Dino Polska supermarkets
Jul 13
45
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We visited three Dino Polska supermarkets
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5
5 Underappreciated Substack Publications about Investing
May 25
38
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5 Underappreciated Substack Publications about Investing
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10
The hidden monopoly in eyewear
Sep 18
18
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The hidden monopoly in eyewear
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We found a cheap quality business (Belgian small cap)
Nov 27
14
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We found a cheap quality business (Belgian small cap)
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3
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Top 5 investing podcasts
We have listed 5 of our favorite and best X-accounts about investing.
Sep 1
9
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Top 5 investing podcasts
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Top 5 best X (Twitter) accounts about investing
We have listed 5 of our favorite and best X-accounts about investing.
Aug 19
53
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Top 5 best X (Twitter) accounts about investing
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25
5 Reasons to Invest in Family-run Businesses
Discover the strengths of family-owned businesses.
Jul 8
9
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5 Reasons to Invest in Family-run Businesses
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2
5 companies that profit from the education industry
How tech companies change the educational landscape and how they make money from it.
Jun 18
4
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5 companies that profit from the education industry
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1
Top 5 Lessons from Charlie Munger
Investment strategies for success: 5 lessons from Charlie Munger
Jun 3
4
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Top 5 Lessons from Charlie Munger
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2
5 Underappreciated Substack Publications about Investing
5 of my favorite under the radar Substack publications
May 25
38
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5 Underappreciated Substack Publications about Investing
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5 Companies Without a Moat
We often talk about investing in companies with a moat, but are there any without one?
May 20
4
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5 Companies Without a Moat
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