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. 1d ago

    #100 | Perimeter Solutions (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

    The TDI-Terminal now comes with a monthly plan! Give it a try for just $19! Every year, millions of acres of forest burn across North America, threatening thousands of homes and costing billions of dollars in damage. The biggest challenge in stopping a megafire isn't a lack of brave firefighters or aircraft but that water alone evaporates almost instantly in extreme heat. Traditionally, when a wildfire breaks out, firefighting crews rely on dropping water or short-term suppressants directly on the flames. But in scorching temperatures and high winds, water dries up before it can slow down the fire's edge. By the time ground crews arrive or wind conditions shift, the flames have already jumped the line, leaving communities defenseless. Perimeter Solutions built the answer to that challenge. Through its flagship chemical retardant, PHOS-CHEK, Perimeter provides a long-term fire retardant that alters the flammability of forest fuels even after the water completely evaporates. Dropped from specialized air tankers, it lays down an impenetrable red barrier ahead of the flames, buying critical time for ground crews to contain the inferno. Paired with a massive, integrated network of over 150 airbase locations and specialized mixing equipment, Perimeter doesn't just sell the chemical—they ensure that when a fire strikes, the retardant is mixed, loaded, and in the air with zero room for failure. Want more of Joep? ➡️ LinkedIn➡️ Tresor Capital🎧 Deep dive on TransMedics with JoepSupport 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.

    #100 | Perimeter Solutions (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

  2. Jul 9

    #99 | 4 Invisible Competitive Advantages | Part 2

    Most investors chase after what’s visible—the numbers on the chart, the market share, the growth rate. But what if what truly matters is hidden? Secrets that even the wealthiest can’t buy, no matter how deep their pockets. Rare, uncopyable qualities that create impenetrable moats around the business castles of tomorrow. In part two of our deep dive into competitive advantages, we leave the easily measurable financial metrics behind to explore the four most elusive, bulletproof structures in the business world. These are the invisible forces that deep pockets cannot replicate, concluding with the single most powerful strategy that most analysts miss entirely. Enjoyed the episode? Please leave us a 5-star review and help spread the word! 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.

    #99 | 4 Invisible Competitive Advantages | Part 2

  3. Jul 2

    #98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments

    In this episode, Niklas and Bouke dive deep into Shift4's four segments. While the underlying business has performed remarkably well, Shift4's share price has declined by over 50%. What's going on here? Shift4 is a fintech company operating in the payments space. It provides end-to-end payment processing solutions, combining software, hardware, and payment gateway services into one platform. The company serves merchants in industries such as restaurants, hospitality, retail, and entertainment, enabling them to accept transactions both in-store and online.  To read our 30-page analysis on Shift4, become a TDI Member. To follow more of Niklas's work, click 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.

    #98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments

  4. Jun 26

    #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.

    #97 | 4 Visible Competitive Advantages | Part 1

  5. 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.

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

  6. 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.

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

  7. 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.

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

  8. 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.

    #93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins
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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
    99
  • Rating
    Explicit
  • Copyright
    © 2026 The Dutch Investors
  • Show Website
    The Dutch Investors

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