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. 3d ago

    #107 | What Happened to Dino Polska?

    Dino Polska (WSE: DNP) keeps opening supermarkets across Poland, but profit growth has slowed, and its shares have come under pressure. Has the investment thesis changed? Or has the market become too pessimistic? In this episode we revisit our original Dino Polska deep dive and compare our expectations with what happened. We cover the retailer’s business model, competition with Biedronka and Lidl, pressure on margins, and its approach to reinvesting for growth. We also revisit the valuation. 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.

    #107 | What Happened to Dino Polska?

  2. Sep 24

    #106 | The Payments Industry | Industry Deep Dive

    In this deep dive, we break down the global payments industry from the ground up, moving past the surface-level metrics to examine the hidden framework that powers every digital and physical transaction. We explore why payments are a battleground of intense competition, structural moats, and evolving technology, helping investors separate true compounding businesses from value traps. Chapter 1: The Four Party Model Chapter 2: Point of Sale Chapter 3: Digital Wallets Chapter 4: Payment Service Providers Chapter 5: Issuing and Acquiring Banks Chapter 6: Card Networks Chapter 7: Crypto and Stable Coins Chapter 8: Where the Growth Actually Is Chapter 9: Five CompaniesSupport 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.

    #106 | The Payments Industry | Industry Deep Dive

  3. Sep 18

    #105 | The beauty of Fairfax: Q&A with Asheef Lalani (Brown)

    In this episode we'll get answers to some in-depth questions on Fairfax, often named the 'Canadian Berkshire Hathaway' due to its similar business model. Asheef Lalani, also known as BrownMarubozu, is a real Fairfax expert. He's been following the company closely for over six years and has been in close contact with some people working at the company. He'll help us uncover what makes Fairfax so special and why this might be an interesting investment. Asheef is a true Fairfax expert, and we highly recommend following him if you're interested in Fairfax. You can do so on X (Twitter) or on Substack. You can find the full in-depth dive analysis on Fairfax on our TDI-terminal or on Substack. 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.

    #105 | The beauty of Fairfax: Q&A with Asheef Lalani (Brown)

  4. Sep 3

    #104 | Why Most CEOs Are Bad Investors

    What is the actual job of a CEO, and why do most leaders fail at the one thing that truly drives shareholder returns? In this episode, we break down the mechanics of capital allocation, look at the playbook used by history's greatest outsider CEOs, and examine why conventional business metrics often lead investors astray. Credits to William Thorndike and his excellent book: The Outsiders - Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. 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.

    #104 | Why Most CEOs Are Bad Investors

  5. Aug 20

    #103 | 10 Rules for Marriage That Also Apply to Investing

    What do long-term public equity investing and a decades-long marriage actually have in common? More than you might think. In this special episode of The Dutch Investors, Siem te Hennepe reflects on tying the knot with his wife, Ariane, after ten years together. To mark the occasion, co-founders Bouke, Luuk, and Mathjis handed over a unique wedding gift: ten fundamental rules bridging the worlds of market discipline and lifelong partnership. Enjoy. 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.

    #103 | 10 Rules for Marriage That Also Apply to Investing

  6. Aug 6

    #102 | Interview w/ Compound with René on Quality Investing, AI Workflows, and Market Psychology

    We are joined by René, the creator behind Compound with René, live from Mallorca. Vacation or not, investing is his passion, and he thinks about it daily.  We discuss the principles of finding quality companies, how artificial intelligence changes research, and the reality of navigating modern stock markets. You can find René's socials here: YoutubeXSubstackSupport 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.

    #102 | Interview w/ Compound with René on Quality Investing, AI Workflows, and Market Psychology

  7. Aug 1

    #101 | 7 Disney Quotes That Make You a Better Investor

    While doing a deep dive into The Walt Disney Company, we stumbled upon something unexpected: Disney characters have been dispensing timeless financial wisdom for decades. In this episode, we break down seven classic Disney lines and explore what they can teach us about market psychology, risk management, and the power of long-term compounding. It'll be a magical, somewhat nostalgic episode. 🌟 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.

    #101 | 7 Disney Quotes That Make You a Better Investor

  8. Jul 24

    #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
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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
    106
  • Rating
    Explicit
  • Copyright
    © 2026 The Dutch Investors
  • Show Website
    The Dutch Investors

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