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. 5d ago

    #110 | AI Winners or Victims? The Case for Klaviyo, HubSpot, and Adyen

    AI Victims or AI Winners? Software stocks keep falling while revenue still grows. So is AI destroying these businesses, or making them stronger? In this episode, we look at three very different companies: Klaviyo, HubSpot, and Adyen. Which ones are actually exposed to AI, which ones could benefit from it, and where the market may be overreacting. The core question is simple but important: if AI makes software easier to build, use, and replace, what happens to pricing power, retention, and valuation? We break down how each business makes money, why their pricing models matter, and why a falling share price does not automatically mean a better investment. Along the way, we explore whether AI could improve marketing workflows, reduce CRM seat counts, reshape payments, or shift more value away from software companies and toward their customers. Ask us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #110 | AI Winners or Victims? The Case for Klaviyo, HubSpot, and Adyen

  2. Oct 15

    #109 | Is ASML too Complex to Own?

    How do you invest in a company like ASML when even its engineers cannot fully explain the machine? This episode tackles the investing paradox at the heart of one of the world’s most complex businesses—and why that complexity may be part of its moat. We discuss why ASML’s EUV machines, with more than 200,000 parts, are so hard to replicate; why switching suppliers is nothing like replacing a printer; and how that shapes the company’s competitive advantage. The conversation also connects Charlie Munger’s circle of competence to real-world investing decisions, exploring why honest uncertainty can be a better edge than false confidence. You’ll learn: Why ASML’s complexity can be a barrier to competitionHow to think about the circle of competenceWhy the “too hard pile” can still contain promising investmentsWhat a deep dive into LAM Research revealed about semiconductors, etching, deposition, and cleaningHow to focus on the one or two facts that matter mostThis episode is a reminder that understanding every detail is often impossible, and usually unnecessary. What matters is assessing whether a business has a durable edge, whether customers can realistically switch, and whether that advantage could last. If you invest in semiconductors, AI infrastructure, or businesses that feel too complex to analyze, this episode offers a framework for thinking through the challenge. Ask us a question 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 Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #109 | Is ASML too Complex to Own?

  3. Oct 10

    #108 | Grab: What Does Reliability Cost?

    Why choose Grab when another ride-hailing app offers a cheaper fare? From a rainy evening in Vietnam to the economics behind your next ride, we explore Grab’s business model, network effects, and competition in Southeast Asia and what they mean for investors in Grab stock (NASDAQ: GRAB). A story about reliability, customer loyalty, and the questions worth asking before buying the shares. Interested in Grab Holdings? See our Grab deep dive. Main takeaway? A service can be valuable to customers without being an attractive investment. You need to understand what it costs to deliver that value and how much the business retains. Ask us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #108 | Grab: What Does Reliability Cost?

  4. Oct 2

    #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. Ask us a question 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 Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #107 | What Happened to Dino Polska?

  5. 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 CompaniesAsk us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #106 | The Payments Industry | Industry Deep Dive

  6. 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. Ask us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

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

  7. 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. Ask us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #104 | Why Most CEOs Are Bad Investors

  8. 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. Ask us a question Support the show Research better with the TDI Terminal Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.  ➡️ Explore the TDI Terminal.com  ________________________________________________________ You can also find us on: X/Twitter - Substack  ________________________________________________________  Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research.

    #103 | 10 Rules for Marriage That Also Apply to Investing
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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
    109
  • Rating
    Explicit
  • Copyright
    © 2026 The Dutch Investors
  • Show Website
    The Dutch Investors

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