3 Quality European Compounders by The Dutch Investors
A quick pitch of three stocks we believe are high-quality and deserve more praise.
30 page reports and primary research on 'hidden gems' in the small cap value space.
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A quick pitch of three stocks we believe are high-quality and deserve more praise.

An industry leader with excellent management and net cash

Three WOSG segments that investors underappreciate

Why Apollo's easyJet deal shows how cheap Jet2 is

A family business being transformed by its first professional CEO

WOSG still 13x FCF after an 85% run; TVK fuelled by data centers; LOGC's Chairman buys $5.2mm.

Turning Property EBITDA positive

Why I think Malone was trying to buy more GCI, not exit LLA

PLOW raised guidance after just Q1 earnings; XPEL's OEM growth is accelerating

M&A, new markets, the cycle, and a 21% IRR scenario