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Shift4 is one of the fastest-growing payment companies in the world, processing >$150 billion dollars in transactions for restaurants, hotels, stadiums, and retailers. Through a combination of organic growth and acquisitions, the company has rapidly expanded its footprint, but questions remain about its aggressive strategy, leverage, and capital allocation decisions... Disclaimer: Nothing in th...

 Last month, I visited Disneyland Paris together with my girlfriend. Going to Disneyland isn’t a monthly or yearly trip for most of us. Therefore, I thought it would be a perfect opportunity to analyze The Walt Disney Company this month. This was a great idea because I mentioned I experienced the 'Disney Magic' not only as a visitor of the parks but was also able to look at it from an in...

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 team The risks and opportunities The valuation of ASML Enjoy part two of o...

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 earth How the value chain within the chip industry looks like Ho...

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, Celsiu...

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,...

 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 i...

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 inv...

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 mod...

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 (...

 Kering is the powerhouse behind brands like Gucci, Balenciaga, Yves Saint Laurent, Bottega Veneta, and more! Of these brands, Gucci plays a crucial role, generating 50% of Kering's revenue. In this analysis, you will find out whether Kering is attractively valued after its 40% stock price decline since July 2019.  Disclaimer: Nothing in this podcast can be considered financial advice. This i...

Teqnion, founded in 2006, is a Swedish serial acquirer specializing in profitable niche industrial companies. With a decentralized model, Teqnion allows its subsidiaries significant autonomy. This approach, combined with strategic acquisitions and strong management, aims to double earnings per share every five years.  Teqnion operates in various markets, including defense, construction, datacenter...

Starting as a small bookstore in Seattle, Amazon has become a global powerhouse, changing the way we shop, watch media, and handle our daily lives.  Our detailed analysis shows Amazon's focus on constant innovation, smart buys, and keeping customers happy, showing why it's so important in the digital world and attractive to investors. Amazon’s management has consistently demonstrated its...