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The Dutch Investors
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.
The Dutch Investors
Latest Episodes
#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 qual...
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#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 operati...
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#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
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#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....
#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 inve...
