Dutch Market Community
Our community narratives are driven by numbers and valuation.
Dutch Investing Ideas
Global Weekly Picks
I would buy Wolters Kluwer because it is a high-quality, cash-generative, recurring-revenue business
I would buy Wolters Kluwer because it combines several qualities I like in a long-term investment: a resilient business model, recurring revenues, strong cash generation, and a customer base that depends on its products for mission-critical workflows. What makes it interesting right now is that the market seems worried about AI-driven disruption.Read more
ASML at €725: Geopolitical Risk Priced In, Moat Still Intact
ASML’s story is one of quiet dominance at the heart of global tech. Founded in the Netherlands in 1984, ASML started as a joint venture between Philips and ASM International.Read more
ASML: The Hidden Backbone of the Global AI and Semiconductor Revolution.
ASML Holding is one of the most strategically important companies in the global semiconductor industry. The company specializes in producing advanced lithography machines used to manufacture cutting-edge semiconductor chips.Read more
Basic-Fit: Why the Market Is Mispricing Europe’s Largest Low-Cost Gym Operator
Basic Fit Investment Thesis Investment Overview Basic Fit represents a compelling opportunity where current market pricing does not reflect the company’s medium term earnings potential. The stock currently trades at approximately 5.3 times forward EBITDA, which is close to trough valuation levels despite the fact that the business is likely to deliver a significant improvement in profitability over the next several years.Read more
ASML: Durable Advantage, Limited Margin for Error
Narrative summary ASML sits at the centre of advanced semiconductor manufacturing. It does not design chips and it does not fabricate them.Read more
The Company That Powers the World’s Most Advanced Chips
Why I Find It Interesting ASML is the only company in the world that produces extreme ultraviolet (EUV) lithography machines, the critical equipment required to manufacture the most advanced semiconductor chips. Its monopoly position gives it unique pricing power and high margins, while placing it at the very foundation of the global semiconductor supply chain.Read more
After 5 years EXOR is at a bottom, an opportunity
Trading at a 55% discount to net asset value, EXOR has a price target of €115 (68 % upside potential). The group's largest asset is Ferrari (40% of net asset value), with additional significant holdings in CNH (10%), Stellantis (10%) and Philips (9%).Read more
Growth Engine CSG
ABOUT THE INVESTOR I am a Western European private value investor with over 30 years of investment experience—experience that came with many “tuition fees.” Over time, however, one learns how, when, and in what to invest. Successful investing is about knowledge: solid fundamental and technical analysis, a focus on sustainable growth, prudent use of debt, strong competitive moats, insider behavior, dividend reinvestment, and continuous reading and study.Read more
Czechoslovak Group - is it really so hot?
About the author I am an investor from Central Europe, focusing on the European defense industry, defense industry parts suppliers, chemicals, energy, and construction; in short, I am interested in both horizontal and vertical sectors related to European defense and infrastructure. Company introduction If you scroll down the website a little, in the About the Company section, you will find a description of what the company does.Read more
