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#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value…
The Dutch Investors#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for…
The Dutch Investors#49 | The shared playbook of LVMH and Constellation Software
At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But…
The Dutch Investors#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson
In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the…
The Dutch Investors#47 | Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded…
The Dutch Investors#46 | 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games…
The Dutch Investors#45 | The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools…
The Dutch Investors#44 | The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war…
The Dutch Investors#43 | The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying…
The Dutch Investors#42 | Investing in Asian equities and markets | Interview w/ The Asia Economist
In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore…
The Dutch Investors#41 | Mental models every investor should know | Causation vs Correlation | Part 3
Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the…
The Dutch Investors#39 | Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve…
The Dutch Investors#38 | The story of Chipotle Mexican Grill | What can we learn from its success and failures?
In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund…
The Dutch Investors#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever…
The Dutch Investors#36 | Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
“Trust is the operating system. Break that, and everything on top becomes fragile.” This episode is different, and perhaps (read hopefully) the last time I'll…
The Dutch Investors#35 | Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his…
The Dutch Investors#34 | The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Deep Dive
Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A…
The Dutch Investors#33 | 5 Mental models for investors
In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more…
The Dutch Investors#32 | 5 Universal laws applied to investing | Part 2
Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the…
The Dutch Investors#31 | Interview w/ Braden Dennis the founder and CEO of Fiscal.ai on entrepreneurship, investing and software
In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and…
The Dutch Investors#30 | AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a…
The Dutch Investors#29 | A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most…
The Dutch Investors#28 | Why Heico will become a 1000-bagger stock
A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to many. What’s…
The Dutch Investors#27 | Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
Today’s episode is a real treat. We sit down with Alex Morris, the founder of TSOH Investment Research and the author of Buffett and Munger Unscripted. If…
The Dutch Investors#26 | Investing is a game of contradictions
What if I told you that in investing, black-and-white thinking is your biggest enemy? That the market can be overpriced… and still keep going up. That a stock…
The Dutch Investors#25 | What a century old Artic expedition and investing have in common
Imagine battling brutal cold, starvation, 1000s of miles from home, facing the unknown. Over 100 years ago, two teams set out on a treacherous journey to…
The Dutch Investors#24 | A company more exclusive than Hermès and Ferrari | The world’s most exclusive business
Luxury handbags and supercars are exclusive, but nothing compares to this ultra-luxury business. In this episode, we dive into The Italian Sea Group, one of…
The Dutch Investors#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive
In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. As a…
The Dutch Investors#22 | How Greggs took over Britain | One sausage roll at a time
Greggs went from a small-town bakery in Newcastle to a Britisch cultural icon, selling millions of sausage rolls a week and even outselling Starbucks 2x in…
The Dutch Investors#21 | What's going on with Celsius stock? | The good, the bad and the $1.8 billion question
Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down…
The Dutch Investors#20 | 5 Universal laws applied to investing | Part 1
Why do people keep falling for the same investing scams? Why do some companies seem unstoppable while others fade into history? And why does bad advice spread…
The Dutch Investors#19 | Teqnion’s earnings disaster | A buying opportunity or a red flag?
Teqnion just released it's Q4 FY2024 earnings. A quarter so bad, even their own CEO gave it an F. The Swedish serial acquirer, saw its EBITA collapse 58%, EPS…
The Dutch Investors#18 | Airbnb vs Booking Holdings | Which company is better?
Hotels or home rentals? The travel industry has two giants fighting for dominance: Booking Holdings and Airbnb. One is the king of hotel bookings, the other…
The Dutch Investors#17 | Why most investors underperform | Pareto's law, deal flow and finding the 4%
Most investors don’t underperform because they’re bad at research or don’t work hard enough, it’s because they’re looking in the wrong places. Or, they simply…
The Dutch Investors#16 | Understanding moats | What they are, why they matter and how to spot them
Some businesses seem untouchable. No matter what the market throws at them, they keep growing, keep making money, and keep leaving competitors in the dust…
The Dutch Investors#15 | The Warren Buffett playbook | The story, secrets and lessons
This episode is dedicated to Warren Buffett. In this episode, we take a closer look at The Warren Buffett Playbook. A tribute to the man behind the title of…
The Dutch Investors#14 | Dino Polska | Fundamental Analysis
When we think of supermarkets, we often associate them with: 1) low margins, 2) boring businesses, and 3) little to no growth potential. And while this is…
The Dutch Investors#13 | Why ‘Top 10 stocks for 2025’ lists are a total scam
It’s that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “10 Stocks That Will 10x Next Year.” Sounds…
The Dutch Investors#12 | From bankruptcy to billions | How Monster Beverage became the best performing stock in 30 years
Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive…
The Dutch Investors#11 | 33 Investing lessons from 33 companies we researched | 2024 in review
As 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33…
The Dutch Investors#10 | ASML | Fundamental Analysis Part 2
Mathijs and Bouke return with part two of their deep dive into ASML. We're now zooming in on what makes ASML a potential investment opportunity after revealing…
The Dutch Investors#9 | ASML | Fundamental Analysis Part 1
Join Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip…
The Dutch Investors#8 | EssilorLuxottica | A monopoly hidden in plain sight
What if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same…
The Dutch Investors#7 | Visa | The evolution of the payments industry
Ever wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest…
The Dutch Investors#6 | Laws of luxury | A luxury industry deep dive
Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely. In this episode, we dive into the fascinating (anti)-marketing laws of…
The Dutch Investors#5 | The man who beat Wall-Street and casinos | Edward Thorp’s investing and life lessons
The story of how one man outsmarted both the casinos of Las Vegas and Wall Street. In this episode, we tell you the inspiring story of Edward Thorp, a math…
The Dutch Investors#4 The luxury pyramid | A luxury industry deep dive
Luxury isn’t just about price; it’s about psychology, status, and the fascinating pyramid of luxury. In this episode, we break down the tiers of luxury…
The Dutch Investors#3 | The psychology of luxury | A luxury industry deep dive
Welcome to episode 3 of The Dutch Investors podcast! This is part 1 of the luxury industry deep dive series, where we try to uncover all the (hidden) secrets…
The Dutch Investors#2 | ASML | Risks and the role of cyclicality
In this episode, we’re taking a deep dive into the uncertainties ASML faces and how the semiconductor industry’s cyclical nature impacts its future. We break…
The Dutch Investors#1 | ASML | Cracking the semiconductor code
Welcome to the first episode of Cracking the ASML Code. In this episode, we delve into the world of ASML, a company so critical to modern technology that major…