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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
66 episodes
#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 some of their timeless principles and dive into what value investing really me...
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Episode 58
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21:44
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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, fortunes, and reputations than bad luck ever could. What separates those who ke...
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Episode 57
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13:48
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#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 investors overlook: Waymo, Other Bets, and valuation.We break down whether auton...
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Episode 60
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23:06
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#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 playing defense?We explore what Google really has under the hood and whether ...
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Episode 63
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1:06:43
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#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 time to hand over the reins of one of the Netherlands’ most respected technology comp...
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Episode 55
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42:49
#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.In this episode, we unpack what happens when a great asset sits inside a compl...
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Episode 54
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13:17
#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!)--
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Episode 60
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1:17:29
#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 the most unique niche businesses in the market.Paul shares insights from his dee...
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Episode 52
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1:00:15
#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 strangers across the world. Along the way, we talk about capitalism: the...
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Episode 58
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16:05
#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 apart from t...
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Episode 57
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1:33:16
#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 to this incredible environment for over two decades. He's worked and lived across th...
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Episode 56
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1:45:54
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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 even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Commu...
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Episode 48
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34:05
#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 perspective, but above all, because of his unique insights on serial acquirers and h...
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Episode 54
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1:21:05
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#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:1. (Dutch)
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Episode 53
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14:25
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#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. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Ma...
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Episode 52
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47:36
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#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 u...
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Episode 51
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1:12:36
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#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 debate), but more for what go...
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Episode 50
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1:22:43
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#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 underneath, they share a surprisingly similar strategy. In this episode, we b...
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Episode 49
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10:33
#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
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Episode 47
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1:06:58
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#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 approach to long-term investing. Dan shares the philosophy behind his fund, why h...
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Episode 46
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1:05:46
#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:LVMHMo-BrukGames WorkshopPortillo'sHims & Hers Health<...
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Episode 46
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19:46
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#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, and frameworks that enable multi-b...
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Episode 44
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50:58
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#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, humanity, and a surprising truth that challenges what we think we know about people...
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Episode 43
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8:32
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