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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...

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...

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,...

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 is the...

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...

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...

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 is for...

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...