In February 2025, I wrote my last article about Adyen N.V. ( OTCPK:ADYEY ) and argued once again that the stock is fairly valued at best. In the conclusion of my lastMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic backgrou ...

Core Insights - The analysis of Adyen N.V. indicates that the stock is fairly valued at best, suggesting limited upside potential for investors [1] Company Analysis - The focus is on high-quality companies that can outperform the market over the long run due to competitive advantages and high levels of defensibility [1] - The analysis covers companies in both European and North American markets, without constraints on market capitalization, ranging from large cap to small cap [1] Analyst Background - The analyst has a Master's Degree in Sociology with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]

Group 1 - The article emphasizes the importance of investing in financially healthy companies with strong balance sheets during times of increased market volatility, as evidenced by the S&P 500 showing a Total Return of -5.75% in the past 30 days [1] - The focus is on constructing investment portfolios that generate additional income through dividends, highlighting the significance of companies with competitive advantages and strong financials that provide attractive Dividend Yield and Dividend Growth [1] - A well-diversified portfolio across various sectors and industries is recommended to minimize volatility and mitigate risk, with an emphasis on incorporating companies with a low Beta Factor to further reduce overall risk [1] Group 2 - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return that includes both capital gains and dividends rather than focusing solely on dividends [1] - The investment strategy aims to maximize returns while considering the full spectrum of potential income sources, thereby benefiting from a well-crafted investment portfolio designed to generate extra income through dividends [1]