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The Dutch Investors

The Dutch Investors

70 episodes

34 minutes ago

Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away. Support the...

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Self-Improvement

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Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away. Support the...

Show more...

Self-Improvement

Episodes (20/70)

The Dutch Investors

#75 | 4 Quality Stocks to Start 2026 w/ Margin of Sanity

In today’s episode, I’m joined by Peter from the Margin of Sanity podcast and Substack. We kick off 2026 by pitching two of our favorite high-conviction companies each. We focused on businesses with durable competitive advantages and valuations that allow us to sleep at night. Our picks span the globe, featuring a monopoly-like business hiding in plain sight, a Polish compounder, and a Chinese master brand that dominates its category. We also analyze an American powerhouse that has cornered t...

4 days ago

1 hour

The Dutch Investors

#74 | Investing Lessons from Analyzing 34 Companies | Deep Dives 2025 Recap | Part 3

One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced across 2025. Wishing you a healthy and successful 2026. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live acces...

1 week ago

19 minutes

The Dutch Investors

#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2

In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe' strategies can sometimes be the riskiest moves of all, how the psychology of the ultra-wealthy defies economic rules, and why the most powerful moats are often found in the unsexiest industries. We uncover the truths learned from over 1,600 hours of research. Enjoy. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substa...

1 week ago

21 minutes

The Dutch Investors

#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments

Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices. I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Cellebrite's history from the infamous San Bernardino Apple vs. FBI case to its current status as a market leader in a global duopoly. We discuss how ...

2 weeks ago

53 minutes

The Dutch Investors

#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1

Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine our investing universe. In this series, we are sharing the output of that massive project. In Part 1 of this special 3-part series, we are opening up our research notes to share the biggest lessons learned from expanding our universe. We kick things off by looking at what separates a good business from a superb one and why high margins...

2 weeks ago

20 minutes

The Dutch Investors

#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing

Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away. Support the...

3 weeks ago

56 minutes

The Dutch Investors

#69 | The Rise of China | Interview w/ John Lin

Due to problems with the RSS feed, this episode was re-uploaded. Follow John Lin on LinkedIn In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chinese and Western business models. The conversation explores strategies for competing with Chinese companies, the rapid growth and profitability of Chi...

3 weeks ago

1 hour 26 minutes

The Dutch Investors

#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1

Due to issues with the RSS feed, we re-uploaded our episode. In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes? Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. It’s about the patterns that stay the same across generations, and what they mean for how you think about money, fear, and uncertainty. Support th...

3 weeks ago

18 minutes

The Dutch Investors

#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction

Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction. This episode unpacks one of history’s greatest breakthroughs, and what it reveals about success, timing, and the way progress happens. Sometimes, the biggest revolutions begin in complete silence. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive...

1 month ago

7 minutes

The Dutch Investors

#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 means, straight from their own words. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and wr...

1 month ago

21 minutes

The Dutch Investors

#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 keep their heads from those who lose it all? Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast...

2 months ago

13 minutes

The Dutch Investors

#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 autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just search and ads, and whether today’s price still leaves room for good returns. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Subst...

2 months ago

23 minutes

The Dutch Investors

#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 its position is misunderstood, or genuinely in danger. Follow Secret Sauce Investing Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company dee...

2 months ago

1 hour 6 minutes

The Dutch Investors

#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 companies. In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transforming it from a manufacturing business into a software-driven, people-first organization. He opens up about what it’s really like to lead through cris...

2 months ago

42 minutes

The Dutch Investors

#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 complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capital allocation, value, and patience, all hidden inside the Prosus–Tencent story. Support the show You can also find us on: X ⁠@DutchInvestors⁠ S...

2 months ago

13 minutes

The Dutch Investors

#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!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own, backyard. Adyen is the quiet force behind some of the biggest brands in the world, think Netflix, Spotify, and Nike. This fintech company helps ...

2 months ago

1 hour 17 minutes

The Dutch Investors

#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 deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how its franchise model works, why customers are so loyal, and why it might be one of the best-run small caps in the UK. ▶️Subscribe to Bebop Value's Sub...

3 months ago

1 hour

The Dutch Investors

#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 imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it has taken us from fire and survival to smartphones, airplanes, and AI. This is a reflection on how far we've come, why we often take things f...

3 months ago

16 minutes

The Dutch Investors

#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 the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maximize value. We'll unravel the mystery of Palantir's ontology framework, how its unique business model continues to revolutionize and much mor...

3 months ago

1 hour 33 minutes

The Dutch Investors

#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 the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech companies. We talk about: How Chinese companies are changingThe need for speedDynamic vs. static moatsChina's innovationThe power of AIThe differe...

3 months ago

1 hour 45 minutes