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The Dutch Investors

Publishes global research on quality companies, including deep dives, earnings updates, and lessons for long-term investors.

https://thedutchinvestors.substack.com/

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Posts19
Latest post18 Oct 2026
Taiwan Semiconductor Manufacturing Company LimitedASML Built a $400 Million Machine. TSMC Isn’t Using It.-18 Oct 2026
ASML Holding N.V.ASML Built a $400 Million Machine. TSMC Isn’t Using It.-18 Oct 2026
Teqnion AB (publ)Teqnion Q3 2026 - Earnings Update-17 Oct 2026
Wise Group plcWise Q2 FY2027 - Earnings Update-16 Oct 2026
Nedap N.V.Nedap Q3 2026 - Earnings Update-15 Oct 2026
Christian Dior SELVMH Q3 Earnings Update-12 Oct 2026
LVMH Moet Hennessy Louis Vuitton SELVMH Q3 Earnings Update-12 Oct 2026
Adyen N.V.3 Interesting Software Companies Down 50%-11 Oct 2026
HubSpot, Inc.3 Interesting Software Companies Down 50%-11 Oct 2026
Klaviyo, Inc.3 Interesting Software Companies Down 50%-11 Oct 2026
Uber Technologies, Inc.The AI Agent Threat-8 Oct 2026
Salesforce, Inc.The AI Agent Threat-8 Oct 2026
Amazon.com, Inc.The AI Agent Threat-8 Oct 2026
Booking Holdings Inc.The AI Agent Threat-8 Oct 2026
Alphabet Inc.How to Outperform the S&P 500-4 Oct 2026
Meta Platforms, Inc.How to Outperform the S&P 500-4 Oct 2026
Intel CorporationHow to Outperform the S&P 500-4 Oct 2026
NVIDIA CorporationHow to Outperform the S&P 500-4 Oct 2026
Microsoft CorporationHow to Outperform the S&P 500-4 Oct 2026
Visa Inc.How to Outperform the S&P 500-4 Oct 2026
Adyen N.V.How to Outperform the S&P 500-4 Oct 2026
Fairfax Financial Holdings Limited5 Incredible Fairfax Facts-27 Sept 2026
Basic-Fit N.V.3 Quality Compounders-20 Sept 2026
Ferrari Group PLC3 Quality Compounders-20 Sept 2026
Nedap N.V.3 Quality Compounders-20 Sept 2026
Fairfax Financial Holdings LimitedFairfax Premium Analysis-10 Sept 2026
International Business Machines CorporationTurnaround Lessons From IBM-6 Sept 2026
Watches of Switzerland Group PLCWatches of Switzerland (WOSG): Rolex's #1 Partner | By Hidden Gems Investing-26 Aug 2026
Dino Polska S.A.Dino Polska H1 2026 Premium Update-21 Aug 2026
Cambi ASACambi | Premium Deep Dive-14 Aug 2026
Adyen N.V.Adyen H1 2026 | Premium Earnings Update-13 Aug 2026
Tencent Holdings LimitedTencent Q2 2026 | Premium Earnings Update-13 Aug 2026
3i Group OrdCracking Open Action's Annual Report-9 Aug 2026
Duolingo, Inc.Duolingo Q2 2026 | Premium Earnings Update-7 Aug 2026