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In-depth fundamental analyses of the most intriguing publicly listed companies worldwide.
Podcasting since 2024 • 11 episodes
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Latest Episodes
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, ...
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Season 1
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Episode 27
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1:13:56
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 ...
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Season 1
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Episode 26
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1:13:56
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 ...
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Season 1
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Episode 23
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54:01
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 achie...
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Season 1
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Episode 26
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1:00:25
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