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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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November 2024
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
📢We have a podcast!
The Dutch Investors is finally going international and now streaming on all your favorite podcast players!
Nov 17
4
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📢We have a podcast!
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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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Introducing: Global Equity Briefing!
Guest Post: Volkswagen (bearish) vs Amazon (bullish)
Nov 12
6
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Introducing: Global Equity Briefing!
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2
ASML will succeed despite of China
Could China bring ASML down?
Nov 8
16
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ASML will succeed despite of China
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Titans of Luxury: The World's Top Players
The Epic Tales of LVMH, Hermés and Ferrari
Nov 6
6
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Titans of Luxury: The World's Top Players
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1
ASML: An unbeatable monopoly?
ASML's superior technology and dedicated focus on the long term gives them a huge edge over (potential) competitors
Nov 1
12
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ASML: An unbeatable monopoly?
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October 2024
The stock (market) doesn't care about you
We hate to break it to you...
Oct 30
2
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The stock (market) doesn't care about you
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