Independent Investment Research, The IDEA!

The IDEA!

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries.

The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector.

The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses.

In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul><li>In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu</li></ul>

In this edition: • ABN Amro | switching to a positive stance • InPost | post earnings call comment • Triodos Bank | agreement to sell its loans to the German fibre-optic sector • Odido | claim organization not convinced by Odido’s publicity campaign • Allegro | clear beat of consensus in 1Q26; raises guidance for International • E-commerce & Logistics | France calls for additional EU action against Shein and Temu

Triodos Bank N.V. - What's News in Amsterdam