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- Nov 8, 20241h 13m
ASML | Part 2 | November
This week, it's time for part two of the ASML analysis! You already learned what is needed to produce the most complex machine on earth. Mathijs and Bouke guided you through the entire value chain, covering concepts like High EUV, DUV, wafers, and lithography. In part two, you’ll learn about: The exceptional management teamThe risks and opportunitiesThe valuation of ASMLEnjoy part two of one of our most insightful analyses! Disclaimer: Nothing in this podcast can be considered financial...
- Nov 1, 20241h 13m
ASML | Part 1 | November
ASML is a key player in the value chain needed to produce the best chips on earth that make AI possible. And to be honest, as Dutchmen, we're proud of this Dutch gem. Bouke and Mathijs broke this complex company down for you. In part one of the analysis you'll discover: What is needed to produce the most complex machine on earthHow the value chain within the chip industry looks likeHow the culture of ASML created this monopolyEnjoy the in-depth analysis of one of the most interesting st...
- Oct 25, 20241h 0m
Celsius Holdings | Oktober 2024
Since its creation in 2004, Celsius has positioned itself as a fitness-oriented energy drink, appealing to a younger generation seeking a healthy lifestyle. With claims of “negative calories” and no artificial preservatives, the brand has achieved remarkable growth, boasting a 100% compound annual growth rate (CAGR) over the past five years. Backed by a significant partnership with PepsiCo, Celsius has made its way onto the shelves of every major U.S. retailer and captured around 9-11% of the...
- Oct 25, 202454 min
Couche-Tard | Oktober 2024
Couche-Tard (CT), a global leader in convenience stores and fuel sales, operates over 16.500 locations worldwide! With a dual revenue model—fuel driving foot traffic to its convenience stores—the company has thrived in a fragmented U.S. market while consolidating its dominance in Europe and Canada. Its bold acquisition-driven strategy, like the recent $38 billion offer for Seven & i Holdings, signals its ambition to become the world’s top convenience store operator. But Couche-Tard faces ...
- Oct 18, 202454 min
Coupang | Oktober 2024
Since its founding in 2010, Coupang has transformed South Korea's e-commerce market with its ultra-fast deliveries and expansive ecosystem. Often compared to Amazon, Coupang dominates the landscape with a 25% market share in one of the most digitally connected economies globally. For investors, this raises an important question: Is Coupang an undervalued Korean gem poised for a rebound, or is the market signaling underlying risks? We will break down Coupang's business model, explore its...
- Oct 11, 202445 min
HAL Trust | Oktober 2024
HAL Trust, a Dutch holding company with a strong focus on maritime services, oil, and gas, manages nearly 30 companies, including Boskalis, Vopak, and SBM Offshore. Known for smart acquisitions, HAL has delivered impressive long-term value, but can it continue this success? With much of its portfolio tied to energy markets, will HAL adapt to future shifts, or will growth stall? And how much do investors really know about its complex structure and strategy? Currently trading at a significant d...
- Sep 27, 202446 min
Evolution AB | September 2024
Evolution AB, a leader in the online gaming industry, holds a dominant position in the B2B gaming market with an impressive 60-70% market share. Known for its innovative live casino solutions, Evolution has carved out a wide moat in the highly competitive online gaming industry by offering an unbeatable combination of cutting-edge products, strong intellectual property, and a scalable business model. Our Fundamental Analysis of Evolution AB explores how this company stands out, with gross mar...
- Aug 2, 202443 min
Dino Polska | August 2024
Dino Polska is a Polish supermarket chain with net margins of 5.5%. This is exceptional compared to competitors that typically operate with margins between 1% and 2.5%. Dino Polska has evolved from a single store in a small Polish town to a rapidly expanding supermarket chain with over 2,500 locations. Known for its unique standardization model which we will tell you everything about. Enjoy the (audio) analysis of Dino Polska. Disclaimer: Nothing in this podcast can be considered financ...
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