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. 22h ago

    #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)

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
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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
    104
  • Rating
    Explicit
  • Copyright
    © 2026 The Dutch Investors
  • Show Website
    The Dutch Investors

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