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The Dutch Investors The Dutch Investors The Dutch Investors Arroe Collins: Unplugged & Totally Uncut Arroe Collins: Unplugged & Totally Uncut Arroe Collins Przygody Przedsiębiorców Przygody Przedsiębiorców Przygody Przedsiębiorców The Opperman Report' The Opperman Report' The Opperman Report Tea Time w/Amie & Bev Tea Time w/Amie & Bev Amie Wade Cantor del Camino | Rosario, Laudes y Oración Católica Cantor del Camino | Rosario, Laudes y Oración Católica Cantor del Camino The Vault: The Epstein Files The Vault: The Epstein Files Bobby Capucci Solved Murders - True Crime Stories Solved Murders - True Crime Stories RedditKing Challenges of Faith Radio Program Challenges of Faith Radio Program Gary McCants CBS Radio Mystery Theater (Restoration) CBS Radio Mystery Theater (Restoration) CBSRMT-Restoration M365.FM - Modern work, security, and productivity with Microsoft 365 M365.FM - Modern work, security, and productivity with Microsoft 365 Mirko Peters - Founder of m365.fm, m365.show and m365con.net İsveç Günlük Haberler İsveç Günlük Haberler Lingo News Sweden Daily News Sweden Daily News Lingo News Locked On Rockets - Daily Podcast On The Houston Rockets Locked On Rockets - Daily Podcast On The Houston Rockets Locked On Podcast Network, Jackson Gatlin GodLife On Demand GodLife On Demand Global Media Outreach Achievers Therapy Achievers Therapy Kingsley Nwaekwe Tsugi Tsugi Detroit Media Episode One Episode One Episode One The Wom Healthy The Wom Healthy Redazione The Wom Healthy The Most Dramatic Podcast Ever The Most Dramatic Podcast Ever iHeartPodcasts Amy Robach & T.J. Holmes Present Amy Robach & T.J. Holmes Present iHeartPodcasts Spacebusters Spacebusters Spacebusters Spacebusters Spacebusters Spacebusters Invité politique Invité politique RFI The JD Bunkis Podcast The JD Bunkis Podcast Sportsnet Radio Albacete Radio Albacete Cadena SER IM Landscape Growth Podcast IM Landscape Growth Podcast Intrigue Media Listen Like A Local Listen Like A Local WSKV Radio TSN 1200 Mornings TSN 1200 Mornings TSN 1200 Bucknuts Morning 5: An Ohio State athletics podcast Bucknuts Morning 5: An Ohio State athletics podcast 247Sports Hip-Hop News Today | 2 Min News | The Daily News Now! Hip-Hop News Today | 2 Min News | The Daily News Now! The Daily News Now! The Sal Licata Show The Sal Licata Show The Sal Licata Show Podcast Business News Network Platinum Podcast Business News Network Platinum Podcast Business News Network Platinum, Podcast Business News Network, PBNN The PC Pro Podcast The PC Pro Podcast PC Pro Carrer Major Tarragona | Seccions – Ràdio Ciutat de Tarragona Carrer Major Tarragona | Seccions – Ràdio Ciutat de Tarragona Ràdio Ciutat de Tarragona BFM Bourse BFM Bourse BFM Business NASCAR News Today | 2 Min News | The Daily News Now! NASCAR News Today | 2 Min News | The Daily News Now! The Daily News Now!
The Dutch Investors

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The Dutch Investors

The Dutch Investors

#99 | 4 Invisible Competitive Advantages | Part 2

July 09, 2026 8:00am 18 min

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 pocket...

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

July 02, 2026 9:00am 46 min

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 fintec...

#97 | 4 Visible Competitive Advantages | Part 1

June 26, 2026 1:00pm 19 min

🎁 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 thedutchinvesto...

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

June 18, 2026 9:00am 1:08

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...

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

June 11, 2026 9:00am 1:11

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, s...

⏰Just 24 hours left...

May 29, 2026 3:00pm 3 min

TDI-Terminal — 24 Hours Left on Our Best Deal EverNo episode this week, but an important update: our biggest discount ever on TDI-Terminal expires at midnight on May 31st. We walk you through what the terminal does, who ...

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

May 21, 2026 9:00am 23 min

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 Roa...

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

May 14, 2026 9:00am 23 min

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 ca...

#92 | 3 Mental models for investors

May 07, 2026 9:00am 24 min

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 ...

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

April 30, 2026 9:00am 22 min

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 Noki...

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

April 23, 2026 9:00am 1:08

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 In...

#89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?

April 16, 2026 9:00am 19 min

In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG).We explore how a fine-dining chef accidentally created the fast-casual restaurant category and built a global empire. This ...

#88 | Amazon Deep Dive | Inside The Everything Store Flywheel

April 09, 2026 9:00am 21 min

If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that makes everything from cloud computing to logistics look effortless, Ama...

#87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia

April 03, 2026 8:00am 1:05

Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood companies, and the psychological challenges of investing. Discover pra...

#86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?

March 26, 2026 10:00am 27 min

Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them. From a small Dutch startup to a $135+ billion market cap giant. In this episod...

#85 | Amazon's 3 Pillars of Success

March 18, 2026 9:00am 12 min

In 1994, Jeff Bezos saw a number that changed everything: the web was growing at 2,300% per year. He walked away from a high-paying Wall Street career to start an online bookstore.In this episode of the Dutch Investors P...

#84 | What Darwin taught us about Investing

March 11, 2026 10:00am 18 min

In this episode of The Dutch Investors, we challenge the traditional obsession with beating the market and finding the next hottest stock. Instead of looking at flashy investment manuals, we dive into the world of evolut...

#83 | Discover 4 Quality Stocks w/ Joep Dikken from Tresor Capital

March 07, 2026 5:00am 48 min

In this episode of The Dutch Investors, we sit down with Joep Dikken from Tresor Capital to pitch and break down 4 high-quality stocks we both like. We dive deep into the world of high-stakes logistics and specialized se...

#82 | Will Duolingo get disrupted? The rise and fall of the green owl w/ Secret Sauce Investing

February 26, 2026 9:00am 45 min

In this conversation, The Dutch Investors and Sonny from Secret Sauce Investing delve into the rise and current state of Duolingo, exploring its business model, financial metrics, and the impact of AI on its future.We di...

#81 | Lessons on what never changes | Same as Ever - Ep. 5

February 18, 2026 8:00am 11 min

Ever feel like the world is changing so fast it’s impossible to keep up? In this final episode of our series on Morgan Housel’s Same As Ever, we shift our focus away from the new and look at the timeless forces that driv...

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