The Dutch Investors
By The Dutch Investors
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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#101 | 7 Disney Quotes That Make You a Better Investor
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Aug 01, 2026 |
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#100 | Perimeter Solutions (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital
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Jul 24, 2026 |
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#99 | 4 Invisible Competitive Advantages | Part 2
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Jul 09, 2026 |
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#98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments
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Jul 02, 2026 |
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#97 | 4 Visible Competitive Advantages | Part 1
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Jun 26, 2026 |
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#96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital
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Jun 18, 2026 |
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#95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook
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Jun 11, 2026 |
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#94 | Tesla Deep Dive | Full Self-Driving, Half the Story
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May 21, 2026 |
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#93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins
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May 14, 2026 |
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#92 | 3 Mental models for investors
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May 07, 2026 |
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#91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One
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Apr 30, 2026 |
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#90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood
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Apr 23, 2026 |
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#89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?
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Apr 16, 2026 |
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#88 | Amazon Deep Dive | Inside The Everything Store Flywheel
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Apr 09, 2026 |
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#87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia
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Apr 03, 2026 |
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#86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?
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Mar 26, 2026 |
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#85 | Amazon's 3 Pillars of Success
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Mar 18, 2026 |
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#84 | What Darwin taught us about Investing
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Mar 11, 2026 |
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#83 | Discover 4 Quality Stocks w/ Joep Dikken from Tresor Capital
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Mar 07, 2026 |
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#82 | Will Duolingo get disrupted? The rise and fall of the green owl w/ Secret Sauce Investing
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Feb 26, 2026 |
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#81 | Lessons on what never changes | Same as Ever - Ep. 5
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Feb 18, 2026 |
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#80 | Lessons from history on things that never change | Same as Ever - Ep. 4
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Feb 11, 2026 |
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#79 | How to Use AI as a Long-Term Investing Tool w/ Compound with AI
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Feb 03, 2026 |
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#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital
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Jan 28, 2026 |
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#77 | Lessons from history on things that never change | Same as Ever - Ep. 3
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Jan 21, 2026 |
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#76 | Lessons from history on things that never change | Same as Ever - Ep. 2
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Jan 14, 2026 |
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#75 | 4 Quality Stocks to Start 2026 w/ Margin of Sanity
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Jan 07, 2026 |
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#74 | Investing Lessons from Analyzing 34 Companies | Deep Dives 2025 Recap | Part 3
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Dec 31, 2025 |
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#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2
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Dec 28, 2025 |
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#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments
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Dec 26, 2025 |
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#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1
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Dec 24, 2025 |
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#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing
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Dec 19, 2025 |
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#69 | The Rise of China | Interview w/ John Lin
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Dec 18, 2025 |
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#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1
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Dec 18, 2025 |
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#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction
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Nov 27, 2025 |
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#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1
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Nov 19, 2025 |
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#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men
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Nov 12, 2025 |
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#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
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Nov 08, 2025 |
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#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing
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Nov 05, 2025 |
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#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era
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Oct 29, 2025 |
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#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
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Oct 23, 2025 |
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#60 | Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs
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Oct 16, 2025 |
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#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics
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Oct 09, 2025 |
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#58 | From caveman to capitalism | An (im)perfect system
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Oct 02, 2025 |
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#57 | Palantir decoded | AI king or selling smoke? w/ Type-F Capital
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Sep 25, 2025 |
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#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson
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Sep 18, 2025 |
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#55 | Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell
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Sep 11, 2025 |
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#54 | Serial acquirers & holding companies w/ Michael Gielkens
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Sep 04, 2025 |
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#53 | The AI-bubble 🫧
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Aug 28, 2025 |
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#52 | Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
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Aug 21, 2025 |
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#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
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Aug 14, 2025 |
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#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
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Aug 11, 2025 |
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#49 | The shared playbook of LVMH and Constellation Software
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Aug 07, 2025 |
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#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson
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Jul 31, 2025 |
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#47 | Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
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Jul 24, 2025 |
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#46 | 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
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Jul 17, 2025 |
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#45 | The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
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Jul 10, 2025 |
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#44 | The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
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Jul 06, 2025 |
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#43 | The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
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Jul 03, 2025 |
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#42 | Investing in Asian equities and markets | Interview w/ The Asia Economist
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Jun 26, 2025 |
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#41 | Mental models every investor should know | Causation vs Correlation | Part 3
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Jun 19, 2025 |
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#39 | Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
|
Jun 05, 2025 |
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#38 | The story of Chipotle Mexican Grill | What can we learn from its success and failures?
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Jun 01, 2025 |
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#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
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May 29, 2025 |
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#36 | Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
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May 26, 2025 |
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#35 | Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
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May 22, 2025 |
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#34 | The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Deep Dive
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May 15, 2025 |
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#33 | 5 Mental models for investors
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May 08, 2025 |
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#32 | 5 Universal laws applied to investing | Part 2
|
May 01, 2025 |
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#31 | Interview w/ Braden Dennis the founder and CEO of Fiscal.ai on entrepreneurship, investing and software
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Apr 24, 2025 |
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#30 | AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
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Apr 17, 2025 |
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#29 | A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
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Apr 10, 2025 |
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#28 | Why Heico will become a 1000-bagger stock
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Apr 03, 2025 |
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#27 | Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
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Mar 27, 2025 |
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#26 | Investing is a game of contradictions
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Mar 23, 2025 |
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#25 | What a century old Artic expedition and investing have in common
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Mar 18, 2025 |
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#24 | A company more exclusive than Hermès and Ferrari | The world’s most exclusive business
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Mar 13, 2025 |
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#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive
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Mar 06, 2025 |
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#22 | How Greggs took over Britain | One sausage roll at a time
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Feb 27, 2025 |
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#21 | What's going on with Celsius stock? | The good, the bad and the $1.8 billion question
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Feb 22, 2025 |
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#20 | 5 Universal laws applied to investing | Part 1
|
Feb 20, 2025 |
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#19 | Teqnion’s earnings disaster | A buying opportunity or a red flag?
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Feb 18, 2025 |
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#18 | Airbnb vs Booking Holdings | Which company is better?
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Feb 13, 2025 |
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#17 | Why most investors underperform | Pareto's law, deal flow and finding the 4%
|
Feb 06, 2025 |
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#16 | Understanding moats | What they are, why they matter and how to spot them
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Jan 30, 2025 |
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#15 | The Warren Buffett playbook | The story, secrets and lessons
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Jan 23, 2025 |
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#14 | Dino Polska | Fundamental Analysis
|
Jan 16, 2025 |
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#13 | Why ‘Top 10 stocks for 2025’ lists are a total scam
|
Jan 09, 2025 |
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#12 | From bankruptcy to billions | How Monster Beverage became the best performing stock in 30 years
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Jan 02, 2025 |
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#11 | 33 Investing lessons from 33 companies we researched | 2024 in review
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Dec 28, 2024 |
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#10 | ASML | Fundamental Analysis Part 2
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Dec 26, 2024 |
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#9 | ASML | Fundamental Analysis Part 1
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Dec 25, 2024 |
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#8 | EssilorLuxottica | A monopoly hidden in plain sight
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Dec 19, 2024 |
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#7 | Visa | The evolution of the payments industry
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Dec 12, 2024 |
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#6 | Laws of luxury | A luxury industry deep dive
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Dec 05, 2024 |
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#5 | The man who beat Wall-Street and casinos | Edward Thorp’s investing and life lessons
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Nov 28, 2024 |
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#4 The luxury pyramid | A luxury industry deep dive
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Nov 23, 2024 |
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#3 | The psychology of luxury | A luxury industry deep dive
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Nov 21, 2024 |
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#2 | ASML | Risks and the role of cyclicality
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Nov 17, 2024 |
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#1 | ASML | Cracking the semiconductor code
|
Nov 16, 2024 |