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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
61 episodes
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 53
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1:17:29
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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
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3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1
A brand-new format: TDI Stock Ideas, to expand your investing universe. Each of these companies passes many of our pre-screening quality criteria. They're also businesses we haven't done a deep dive on (yet).In this episode of The...
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Episode 51
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13:49
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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 50
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16:05
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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 50
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1:33:16
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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 49
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1:45:54
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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
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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 48
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1:21:05
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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 47
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14:25
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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 46
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47:36
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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 45
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1:12:36
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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 44
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1:22:43
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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 48
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10:33

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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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

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 45
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19:46
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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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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

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 life-changing inves...
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Episode 42
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1:06:12
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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
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Episode 41
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1:22:51

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 most misleading tricks our minds play on us, confusing correlation with causa...
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Episode 40
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10:21
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3 Mental models for investors
Welcome back to The Dutch Investors Podcast.If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think.The...
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Episode 39
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24:05
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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 into:The ...
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Episode 38
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56:40
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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 his dream restaurant turned into a global burrito business worth billions. But it wasn...
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Episode 38
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13:18
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