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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.
Episodes
53 episodes
The AI-bubble 🫧
We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie.Source:1. (Dutch)
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Episode 47
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14:25
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Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Ma...
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Episode 46
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47:36
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Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to u...
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Episode 45
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1:12:36
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LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what go...
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Episode 44
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1:22:43
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The shared playbook of LVMH and Constellation Software
At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we b...
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Episode 48
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10:33
Quality investing, optionality and conviction | Interview w/ Ryan Henderson
In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks
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Episode 47
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1:06:58
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Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
What does it take to be a great investor?In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why h...
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Episode 46
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1:05:46
6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:LVMHMo-BrukGames WorkshopPortillo'sHims & Hers Health<...
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Episode 45
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19:46
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The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-b...
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Episode 44
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50:58
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The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places.It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people...
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Episode 43
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8:32
The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing inves...
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Episode 42
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1:06:12
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Investing in Asian equities and markets | Interview w/ The Asia Economist
In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind
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Episode 41
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1:22:51
Mental models every investor should know | Causation vs Correlation | Part 3
Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely.In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causa...
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Episode 40
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10:21
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3 Mental models for investors
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 think.The...
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Episode 39
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24:05
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Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany,We delve into:The ...
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Episode 38
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56:40
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The story of Chipotle Mexican Grill | What can we learn from its success and failures?
In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund his dream restaurant turned into a global burrito business worth billions. But it wasn...
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Episode 38
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13:18
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Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped rein...
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Episode 37
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47:24
Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
“Trust is the operating system. Break that, and everything on top becomes fragile.” This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind...
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Episode 37
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22:43
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Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor wit...
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Episode 36
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1:14:02
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The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis
Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible?In this episode, I’m joined by Brett...
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Episode 34
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1:07:19
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5 Mental models for investors
In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more like showing how the smartest minds, from investors to scientists, deal with complexi...
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Episode 33
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25:19
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5 Universal laws applied to investing | Part 2
Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make.In this episode, we explore f...
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Episode 32
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14:39
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Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software
In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech.Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about ent...
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Episode 31
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1:12:19
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AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s m...
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Episode 30
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1:39:47
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A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.Describing Games Workshop simply as a cre...
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Episode 29
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53:14
