Shows / The Dutch Investors
The Dutch Investors
Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey.
Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
Episodes
The Dutch Investors#111 | A Journey to the Center of the Internet | Interview w/ Andrew Blum, Author of Tubes
The internet feels invisible, but it depends on real cables, data centers, and networks. In this episode, we speak with Andrew Blum, author of Tubes: A Journey…
The Dutch Investors#110 | AI Winners or Victims? The Case for Klaviyo, HubSpot, and Adyen
AI Victims or AI Winners? Software stocks keep falling while revenue still grows. So is AI destroying these businesses, or making them stronger? In this…
The Dutch Investors#109 | Is ASML too Complex to Own?
How do you invest in a company like ASML when even its engineers cannot fully explain the machine? This episode tackles the investing paradox at the heart of…
The Dutch Investors#108 | Grab: What Does Reliability Cost?
Why choose Grab when another ride-hailing app offers a cheaper fare? From a rainy evening in Vietnam to the economics behind your next ride, we explore Grab’s…
The Dutch Investors#107 | What Happened to Dino Polska?
Dino Polska (WSE: DNP) keeps opening supermarkets across Poland, but profit growth has slowed, and its shares have come under pressure. Has the investment…
The Dutch Investors#106 | The Payments Industry | Industry Deep Dive
In this deep dive, we break down the global payments industry from the ground up, moving past the surface-level metrics to examine the hidden framework that…
The Dutch Investors#105 | The beauty of Fairfax: Q&A with Asheef Lalani (Brown)
In this episode we'll get answers to some in-depth questions on Fairfax, often named the 'Canadian Berkshire Hathaway' due to its similar business model…
The Dutch Investors#104 | Why Most CEOs Are Bad Investors
What is the actual job of a CEO, and why do most leaders fail at the one thing that truly drives shareholder returns? In this episode, we break down the…
The Dutch Investors#103 | 10 Rules for Marriage That Also Apply to Investing
What do long-term public equity investing and a decades-long marriage actually have in common? More than you might think. In this special episode of The Dutch…
The Dutch Investors#102 | Interview w/ Compound with René on Quality Investing, AI Workflows, and Market Psychology
We are joined by René, the creator behind Compound with René, live from Mallorca. Vacation or not, investing is his passion, and he thinks about it daily. We…
The Dutch Investors#101 | 7 Disney Quotes That Make You a Better Investor
While doing a deep dive into The Walt Disney Company, we stumbled upon something unexpected: Disney characters have been dispensing timeless financial wisdom…
The Dutch Investors#100 | Perimeter Solutions Deep Dive | w/ Joep Dikken from Tresor Capital
The TDI-Terminal now comes with a monthly plan! Give it a try for just $19! Every year, millions of acres of forest burn across North America, threatening…
The Dutch Investors#99 | 4 Invisible Competitive Advantages | Part 2
Most investors chase after what’s visible—the numbers on the chart, the market share, the growth rate. But what if what truly matters is hidden? Secrets that…
The Dutch Investors#98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments
In this episode, Niklas and Bouke dive deep into Shift4's four segments. While the underlying business has performed remarkably well, Shift4's share price has…
The Dutch Investors#97 | 4 Visible Competitive Advantages | Part 1
🎁 Special Announcement: To celebrate Siem's upcoming wedding on July 1st, we are giving away 30 days of full, unrestricted access to the TDI Terminal…
The Dutch Investors#96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital
There are roughly 100,000 people on organ transplant waiting lists in the United States right now. About 20 of them die every single day. Not because there…
The Dutch Investors#95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook
What does it actually look like to run a highly decentralized, fast-growing group of niche businesses? In this episode, we sat down with Daniel Zhang, the CXO…
The Dutch Investors#94 | Tesla Deep Dive | Full Self-Driving, Half the Story
Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward…
The Dutch Investors#93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins
In this episode of the TDI Podcast, we are doing a deep dive into a company that breaks almost every rule taught in business school: Texas Roadhouse. How does…
The Dutch Investors#92 | 3 Mental models for investors
Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that…
The Dutch Investors#91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One
Porsche, once the undisputed profit engine of the automotive world, is facing its most serious challenge yet. Following a staggering 92.7% collapse in…
The Dutch Investors#90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood
Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 20 years…
The Dutch Investors#89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?
In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG). We explore how a fine-dining chef accidentally created the…
The Dutch Investors#88 | Amazon Deep Dive | Inside The Everything Store Flywheel
If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that makes…
The Dutch Investors#87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia
Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood…
The Dutch Investors#86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?
Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them. From a small…
The Dutch Investors#85 | Amazon's 3 Pillars of Success
In 1994, Jeff Bezos saw a number that changed everything: the web was growing at 2,300% per year. He walked away from a high-paying Wall Street career to start…
The Dutch Investors#84 | What Darwin taught us about Investing
In this episode of The Dutch Investors, we challenge the traditional obsession with beating the market and finding the next hottest stock. Instead of looking…
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#83 | Discover 4 Quality Stocks w/ Joep Dikken from Tresor Capital
In this episode of The Dutch Investors, we sit down with Joep Dikken from Tresor Capital to pitch and break down 4 high-quality stocks we both like. We dive…
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#82 | Will Duolingo get disrupted? The rise and fall of the green owl w/ Secret Sauce Investing
In this conversation, The Dutch Investors and Sonny from Secret Sauce Investing delve into the rise and current state of Duolingo, exploring its business…
The Dutch Investors#81 | Lessons on what never changes | Same as Ever - Ep. 5
Ever feel like the world is changing so fast it’s impossible to keep up? In this final episode of our series on Morgan Housel’s Same As Ever, we shift our…
The Dutch Investors#80 | Lessons from history on things that never change | Same as Ever - Ep. 4
In this episode, we continue our deep dive into Morgan Housel’s Same As Ever. Instead of trying to guess what the stock market will do next week, we focus on…
The Dutch Investors#79 | How to Use AI as a Long-Term Investing Tool w/ Compound with AI
In this episode, Mostapha from Compound With AI shares his insights on leveraging artificial intelligence for investing. We discuss his journey from being a…
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#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital
PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the…
The Dutch Investors#77 | Lessons from history on things that never change | Same as Ever - Ep. 3
In this episode, we’re looking at why more isn't always better and why the most important changes usually happen when things are falling apart. We start with a…
The Dutch Investors#76 | Lessons from history on things that never change | Same as Ever - Ep. 2
What still holds true, no matter how much the world changes? That is the question we are all left with. Instead of guessing what comes next, this episode looks…
The Dutch Investors#75 | 4 Quality Stocks to Start 2026 w/ Margin of Sanity
In today’s episode, I’m joined by Peter from the Margin of Sanity podcast and Substack. We kick off 2026 by pitching two of our favorite high-conviction…
The Dutch Investors#74 | Investing Lessons from Analyzing 34 Companies | Deep Dives 2025 Recap | Part 3
One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced…
The Dutch Investors#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2
In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe'…
The Dutch Investors#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments
Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law…
The Dutch Investors#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1
Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine…
The Dutch Investors#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing
Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today…
The Dutch Investors#69 | The Rise of China | Interview w/ John Lin
Due to problems with the RSS feed, this episode was re-uploaded. Follow John Lin on LinkedIn In this conversation, John Lin shares his insights on the rise of…
The Dutch Investors#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1
Due to issues with the RSS feed, we re-uploaded our episode. In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one…
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#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction
Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction. This episode unpacks one of history’s…
The Dutch Investors#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1
In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit…
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#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men
It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers…
The Dutch Investors#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most…
The Dutch Investors#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing
Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pioneer end up…
The Dutch Investors#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era
After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s…
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#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires…
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#60 | Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs
Become a TDI-member! Use code: GIFT50 on checkout for 50% discount (for life!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one…
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#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics
In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of…
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#58 | From caveman to capitalism | An (im)perfect system
In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with…
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#57 | Palantir decoded | AI king or selling smoke? w/ Type-F Capital
In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist…
The Dutch Investors#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson
Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat…
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#55 | Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell
After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and…
The Dutch Investors#54 | Serial acquirers & holding companies w/ Michael Gielkens
We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth…
The Dutch Investors#53 | The AI-bubble 🫧
We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source…
The Dutch Investors#52 | Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry…