Core Insights - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] Group 1: Investment Focus - The focus is on European and North American companies, without constraints regarding market capitalization, ranging from large cap to small cap [1] Group 2: Analyst Background - The analyst has an academic background in sociology, holding a Master's Degree in Sociology with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]

One and a half years ago, I published my last article about MSCI Inc. ( MSCI ). And after I had been rather bearish in previous articles about the stock, I saw the picture improving asMy 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 ...

Core Viewpoint - Adyen N.V. (ADYEY) is considered a long-term 'Hold' at the current price of $16.09, based on confidence in the management team's ability to meet and exceed their targets [1]. Company Analysis - The investment philosophy focuses on high-quality companies characterized by high Return on Invested Capital (ROIC), significant insider ownership, and growth potential [1]. - Free cash flow per share is identified as the best metric for assessing growth [1]. Analyst Position - The analyst holds a beneficial long position in Adyen shares through stock ownership or derivatives [2].