Airbnb has changed how we travel, offering unique and personal stays that stand out from traditional hotels. Its innovative platform connects millions of travelers and hosts worldwide without owning any properties, making it highly scalable and profitable.

In this analysis, we’ll explore what makes Airbnb a leader in the travel industry, how it competes with rivals like Booking.com and Vrbo, and the opportunities and risks ahead. Is Airbnb still the unique player in the travel industry, or is the competition catching up? Let’s travel abroad and find out.

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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Auto Partner is a company that caught our attention for all the right reasons. As a fast-growing distributor of car parts in Europe, it combines impressive operational efficiency with strong profitability. Led by its founder, Auto Partner has built a unique edge with its private label strategy and expanding presence across Poland and beyond.

But what’s behind its success? How does it stack up against bigger competitors, and what opportunities could drive its future growth? Dive into our analysis to uncover why we like Auto Partner.

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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 Visa powers millions of transactions every day, connecting banks and businesses worldwide. In this episode, we’ll break down Visa’s business model in plain terms, from how it earns fees on transactions to the trends fueling its growth. We’ll also talk about Visa’s incredible profitability, its strategy for rewarding shareholders, and the role of its leadership in keeping the company strong. 

Whether you’re a long-time investor or just curious about the cashless economy, this episode will give you a fresh perspective on Visa’s place in it all. Is Visa a must-have for your portfolio, or just another big name in the market? 

Join us to find out! 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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EVS Broadcast Equipment is a key player in live broadcasting, powering events like the Champions League final and the Olympics. Known as the industry standard, this Belgian company provides essential technology for high-quality live sports production.

After facing challenges and increased competition, EVS is back on track under CEO Serge Van Herck, with a clear strategy for growth and innovation.

In this analysis, we’ll explore EVS’s strengths, growth opportunities, and the risks investors should consider. 

Let’s find out if EVS is a smart addition to your portfolio.

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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Since its founding in 2006, Wix.com has established itself as a leader in website building, providing a simple click and drop platform to create websites with ease. With a flexible model that includes both freemium and premium options, Wix has grown its user base to over 273 million registered users globally, achieving an impressive 30% annual growth rate over the past decade.

Despite this growth, Wix faces a highly competitive landscape and has seen rising costs that impact its margins, leading investors to ask: Is Wix poised to capture more market share, or are there risks that could challenge its momentum?

This analysis explores Wix’s business strategy, competitive advantages, and the opportunities and risks that could shape its future. Interested?


Enjoy this fundamental analysis of Wix.

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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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 team
• The risks and opportunities
• The valuation of ASML

Enjoy part two of one of our most insightful analyses! 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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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
• How the culture of ASML created this monopoly

Enjoy the in-depth analysis of one of the most interesting stocks in the world. 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

You can also find us on:

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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 a pivotal moment: as the world shifts to electric vehicles, will its fuel sales collapse? Can the company successfully transition to EV charging stations, or will it face unexpected competition? With its future hanging on how well it adapts, the big question remains: can CT retain its market dominance in a rapidly changing energy landscape? 

This analysis dives deep into these uncertainties and what the future might hold for the company. You can find our Couche-Tard fundamental analysis below. 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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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 U.S. energy drink market.

However, despite these achievements, Celsius' stock has declined by 65%, raising the question for investors: Is Celsius just experiencing a bump in the road, or are there underlying risks to consider? 

This analysis delves into Celsius' business model, its competitive moat, and the opportunities and risks that could shape its future trajectory. Curious? 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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 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 competitive moats, and examine both the opportunities and risks investors need to consider. 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

You can also find us on:

• X ⁠@DutchInvestors⁠
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