The Dutch Investors

The Dutch Investors
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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.

  1. AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.

    4D AGO

    AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.

    A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs. Marcin shares what it's like to work at a fast-scaling tech company, how they balance capital efficiency with innovation, and why being headquartered in Poland gives them a unique edge. Whether you're into software, investing,...

    1h 40m
  2. A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis

    APR 10

    A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis

    What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three. Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belonging, one that fans dedicate years on. It allows Games Workshop to ask a big premium on its products, just like LEGO. But does that translate into a...

    53 min
  3. Why Heico will become a 1000-bagger stock

    APR 3

    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 break down: 🚀 Why Heico dominates their industry 🛠️ The secret sauce behind their success and business model 📈 Why its acquisition strategy is one-of-a-kind Tune in to find out. For the entire company deep dive (written and podcast), check out: ...

    9 min

  4. MAR 27

    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’ve ever wondered what it’s really like to study two of the greatest investors of all time, beyond the quotes, beyond the headlines, this is the conversation for you. In this episode, Alex opens up about his decade-long career as a buy side analyst, why he started writing online, and how his deep admiration for Buffett and Munger evolve...

    42 min
  5. Investing is a game of contradictions

    MAR 23

    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 the riskiest bet on the board. In this episode, we dive deep into the strange, frustrating, and fascinating world of investing contradictions, the kind that trip up beginners and challenge even the best investors in the game. If you’ve ever felt stuck...

    15 min
  6. What a century old Artic expedition and investing have in common

    MAR 18

    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 strategy that also happens to be the key to successful investing. In this episode, we reveal the surprising parallels between one of history’s most dangerous expeditions and the world of investing. Strap in because this will be a cold one. You can also find ...

    10 min
  7. A company more exclusive than Hermès and Ferrari | The world’s most exclusive business

    MAR 13

    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 entire skyscrapers. We’ll explore: Why the ultra-wealthy are immune to market downturns.How this company compares to luxury giants like Ferrari and Hermès.Why its business model is one of the most resilient in the world. Plus, we’ll break down the...

    10 min
  8. A 170-year-old French compounder | w/ Heavy Moat Investments | Free Robertet Fundamental Analysis

    MAR 6

    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 unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries. In this episode, we talk about: Robertet's historyThe business modelThe sector & industryCompetitve advantageFinancials...

    53 min
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    About

    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.

    Information

    • Creator
      The Dutch Investors
    • Years Active
      2024 - 2025
    • Episodes
      30
    • Rating
      Clean
    • Copyright
      © 2025 The Dutch Investors
    • Show Website
      The Dutch Investors

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