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The Dutch Investors
Welcome to The Dutch Investors podcast, where we make investing insightful 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 edge in your investing journey.
Join us for practical insights, engaging stories, and a dose of Dutch wisdom to become a more confident, knowledgeable investor.
Episodes
22 episodes
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 coffee. But how did they do it? In this episode, we break down the strategy ...
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Episode 22
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9:29
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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 good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu. &...
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Episode 21
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14:47
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 faster than good advice?In this episode, we’re breaking down five simple but ...
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Episode 20
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14:25
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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 drop 62%, and free cash flow crater 34%. The stock got hammered, down over 16% in a s...
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Episode 19
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12:51
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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 changed the way people travel. But which business is stronger? Which has a better futur...
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Episode 18
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16:20
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 don't have the time to turn over as many stones as possible.The truth is, just...
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Episode 17
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14:22
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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. What’s their secret? A strong, durable moat.A moat is what protects a company fr...
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Episode 16
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21:16
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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 world’s most respected investor of all-time. S...
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Episode 15
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25:35
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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 often the case, Dino Polska proves that it can be different!Over the past five ye...
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Episode 14
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43:49
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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 tempting to many. But here’s the truth: these pr...
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Episode 13
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14:14
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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 marketing, and strategic partnerships.This is the story of how Monster Beverage, a si...
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Episode 12
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16:28
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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 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. ...
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Episode 11
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35:23
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 science behind the most complex machine on earth.In this ep...
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Episode 10
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1:04:20
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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 machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and ...
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Episode 9
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1:16:05
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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 company. In this eye-opening episode, we uncover the hidden monopoly (pun inte...
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Episode 8
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14:27
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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 players in the game: Visa. From the history of money to the incredible networ...
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Episode 7
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17:17
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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 luxury that keep the industry exclusive, aspirational, and unlike anything else....
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Episode 6
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22:11
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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 teacher who turned gambling into science and investing into an art. Find out how ...
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Episode 5
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11:34
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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, explore the emotional allure of high-end goods, and uncover why some brands s...
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Episode 4
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16:57
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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 of the luxury industry.Why? Because the luxury industry is a strange world. It...
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Episode 3
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14:05
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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 down the key risks ASML encounters, the role of cyclicality and what it means for inve...
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Episode 2
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11:38
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