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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
28 episodes
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 their secret and could it still become a 1000-bagger?In this episode, we brea...
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Episode 28
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9:06
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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 you’v...
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Episode 27
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42:17
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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 can look expensive… and still be a bargain. That the safest-looking company… might be...
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Episode 26
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14:57
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 discover the Arctic, but only one team made it back alive. Their secret was a ...
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Episode 25
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10:11
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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 world’s most prestigious yacht builders, crafting vessels that cost more than entir...
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Episode 24
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10:11
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A 170-year-old French compounder | w/ Heavy Moat Investments | Free Robertet Fundamental Analysis
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 family-led company with over 170 years of expertise, Robertet has carved out a...
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Episode 23
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53:09
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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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