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The Dutch Investors

Expand your investing universe of quality companies.

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PricingOnly free issuesPublishesTwice weekly
Issues239Founded2 years agoLast Issue10 days ago
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Latest Issues

Bringing a Visit to Dino Polska

Last week, I (Mathijs) paid a visit to Poland. As bycatch, it was the perfect opportunity to visit a local Dino Polska supermarket and to have some conversations about the competitive landscape. The main learnings will be shared in this art...

10 days ago
20
3

Inside ASML

This week, we were lucky enough to visit ASML’s headquarters in Veldhoven and ask some unique questions. A huge thank you to ASML for making this all possible! Even before we arrived, the experience had already begun: during our drive to th...

12 days ago
20

Topicus, Teqnion, Tasmea | A Business Overview

At The Dutch Investors, we’re particularly fond of serial acquirers. Our analysts collectively own three such companies. Their ability to redeploy capital at high IRRs is a key trait of long-term compounders and multibaggers.

In this artic...

14 days ago
12
2

Your Research Finally has a Home.

Hello fellow investor,

For most, a good investment is just guessing where a stock price will go tomorrow and making a good return.

But you know better. Real investing is about building a repeatable process, establishing a thesis based on...

16 days ago
5

How Wix might survive the AI onslaught

We recently switched from Wix to an AI-based website builder and experienced firsthand what it’s like switching from Wix, building a website outside of Wix, and all the pros and cons related. The difference is night and day. Let’s dig in....

17 days ago
22

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