The Dutch Investors

The Dutch Investors
  • 5.0 (3)
  • Investing
  • Updated Weekly

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. #97 | 4 Visible Competitive Advantages | Part 1

    3d ago

    #97 | 4 Visible Competitive Advantages | Part 1

    🎁 Special Announcement: To celebrate Siem's upcoming wedding on July 1st, we are giving away 30 days of full, unrestricted access to the TDI Terminal completely free. No credit card required! Head over to thedutchinvestors.com to claim your access. If you want to drop us a wedding gift, please leave a 5-star review on your favorite podcast app! Every investor has heard the word moat, but how do you separate a genuine corporate stronghold from a company that just had a few lucky quarters? In part one of this special two-part series, we break down four traditional competitive advantages that leave a clear, visible trail right in the financial statements. These are the structural frameworks that allow elite companies to widen their market share, slash unit costs, and lock out the competition. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    20 min
  2. #96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

    Jun 18

    #96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

    There are roughly 100,000 people on organ transplant waiting lists in the United States right now. About 20 of them die every single day. Not because there aren't enough willing donors but because of how we transport and preserve organs. Traditionally, when a donor organ becomes available, it gets put on ice in a cooler and rushed to the recipient hospital. Ice. Like your groceries. And the problem is that this method called static cold storage gives surgeons very little time. A donated heart, for example, starts deteriorating about 4 hours after retrieval. If you can't get it to the patient in time, it's unusable. Organs from donors far away often get rejected simply because the logistics are too difficult. TransMedics built the solution to that.  Best Financial Data ProviderSave 15% on Fiscal AI. Financials, segments, and KPIs.Best Portfolio TrackerSave 15% on PDT. Track your portfolio automatically, 24/7.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    1h 8m
  3. #95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook

    Jun 11

    #95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook

    What does it actually look like to run a highly decentralized, fast-growing group of niche businesses? In this episode, we sat down with Daniel Zhang, the CXO of Swedish serial acquirer Teqnion. Moving past the typical, surface-level investor questions, this conversation dives straight into the gritty realities of capital allocation, operational mistakes, and the heavy weight of managing public market expectations. Daniel pulls back the curtain on how Teqnion thinks and operates. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    1h 11m
  4. #94 | Tesla Deep Dive | Full Self-Driving, Half the Story

    May 21

    #94 | Tesla Deep Dive | Full Self-Driving, Half the Story

    Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward AI, robots, and full self-driving. We trace TSLA from the Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    24 min
  5. #93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins

    May 14

    #93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins

    In this episode of the TDI Podcast, we are doing a deep dive into a company that breaks almost every rule taught in business school: Texas Roadhouse. How does a restaurant become one of the greatest success stories in casual dining when it refuses to serve lunch during the week, does zero national TV advertising, and requires managers to put up $25,000 before they even start? We explore the inspiring, unconventional journey of founder Kent Taylor, the unique culture that drives their customer loyalty, and the economics behind their free peanuts and fresh-baked bread. From tracking key metrics like Average Unit Volume (AUV) to analyzing the constant threat of fluctuating beef prices, we break down the financials and the core operational strategy. But the biggest question remains: does Texas Roadhouse actually have a sustainable economic moat, or are we just looking at a well-run operation that is one bad CEO away from collapse? Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    24 min
  6. #92 | 3 Mental models for investors

    May 7

    #92 | 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. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into. If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to support what we’re building. Let’s get into it. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    24 min
  7. #91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One

    Apr 30

    #91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One

    Porsche, once the undisputed profit engine of the automotive world, is facing its most serious challenge yet. Following a staggering 92.7% collapse in operating profit, the brand is navigating what analysts call its Nokia Moment, a struggle to reconcile mechanical excellence with a rapidly evolving EV market. In this deep dive, we explore the turbulent history of the silver crest, from its controversial origins and the revolution of the 1990s to the financial derivatives of 2008. We analyze the leadership shift under new CEO Michael Leiters and the bold Strategy 2035 pivot, which sees the brand leaning back into combustion engines to protect its legendary margins. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    22 min
  8. #90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood

    Apr 23

    #90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood

    Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 20 years. Joel documents his journey on Substack through the Sherwood Investment Letter, focusing heavily on the Nordic markets. We dive deep into the playbook of serial acquirers; businesses whose entire model is based on buying other niche companies and letting the capital compound. Joel unpacks why the Nordic region has become such a hotbed for these long-term, family-owned compounding machines. We also get into the psychology of staying objective when everyone else is panicking. Joel shares his strategy of "running into the burning house" to buy high-quality companies when the market overreacts and sends them to 52-week lows. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.com You can also find us on: X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠🎁 Proud partners of PDT. Save 15% on any PDT plan!  🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

    1h 8m
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Ratings & Reviews

5
out of 5
3 Ratings

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 - 2026
  • Episodes
    96
  • Rating
    Clean
  • Copyright
    © 2026 The Dutch Investors
  • Show Website
    The Dutch Investors

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