.png)
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
3 Lessons from Prosus and Tencent | The art of capital allocation
Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires.
In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it.
Three timeless lessons on capital allocation, value, and patience, all hidden inside the Prosus–Tencent story.
You can also find us on:
- X @DutchInvestors
- Substack @The Dutch Investors
- Instagram @The Dutch Investors
- A new company deep-dive every 14 days!
- Available as podcast and written report
- Exclusive TDI-member community
- 24/7 live access to our personal portfolio's
- Updates on all our buys & sells
- Exclusive monthly newsletter
- Exclusive industry reports & articles
- Early access to interviews
- All future updates and features!
We are 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.