The Dutch Investors

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market.  As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries. In this episode, we talk about:...

Greggs went from a small-town bakery in Newcastle to a Britisch cultural icon, selling millions of sausage rolls a week and even outselling Starbucks 2x in coffee. But how did they do it?  In this episode, we break down the strategy that made Greggs a household name, why their business model works so well, and whether they can keep growing, or if they’re running out of room. Main topics: 🥖 From a...

Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down the good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu.   Is this a strategic move to expand its market share, or a desperate attempt to keep growth alive? We’ll talk about why investors are so divided on Celsius,...

Why do people keep falling for the same investing scams? Why do some companies seem unstoppable while others fade into history? And why does bad advice spread faster than good advice? In this episode, we’re breaking down five simple but powerful universal laws that explain how the world, but also financial markets, businesses, and investors behave, often in ways you wouldn’t expect. These ideas co...

Teqnion just released it's Q4 FY2024 earnings. A quarter so bad, even their own CEO gave it an F. The Swedish serial acquirer, saw its EBITA collapse 58%, EPS drop 62%, and free cash flow crater 34%. The stock got hammered, down over 16% in a single day and then recovering a little bit. So, what went wrong? Is this just short-term noise, or are there deeper cracks in Teqnion’s foundation? In...

Hotels or home rentals? The travel industry has two giants fighting for dominance: Booking Holdings and Airbnb. One is the king of hotel bookings, the other changed the way people travel. But which business is stronger? Which has a better future? And most importantly, which stock would we rather own? In this episode, we break it all down: business models, financials, competitive advantages, and po...

Most investors don’t underperform because they’re bad at research or don’t work hard enough, it’s because they’re looking in the wrong places. Or, they simply don't have the time to turn over as many stones as possible. The truth is, just 4% of stocks drive nearly all market returns. If you’re not finding those winners, you’re missing out.   In this episode, we break it down:   ✅ Why 80% of...

Some businesses seem untouchable. No matter what the market throws at them, they keep growing, keep making money, and keep leaving competitors in the dust. What’s their secret? A strong, durable moat. A moat is what protects a company from competition. It’s why you keep using the same software, why some brands can charge more, and why some businesses dominate for decades while others disappear.  ...

This episode is dedicated to Warren Buffett. In this episode, we take a closer look at The Warren Buffett Playbook. A tribute to the man behind the title of the world’s most respected investor of all-time.  Starting with his modest roots in Omaha, we trace Buffett’s journey to becoming a global superstar. Nothing like we have ever seen before. We’ll unpack his investing principles, the strategies...

When we think of supermarkets, we often associate them with: 1) low margins, 2) boring businesses, and 3) little to no growth potential. And while this is often the case, Dino Polska proves that it can be different! Over the past five years, this Polish supermarket chain has achieved a revenue CAGR of nearly 32%, an ROIC of over 18%, and exceptionally strong margins for a supermarket (5%+). Plenty...

It’s that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “ 10 Stocks That Will 10x Next Year.” Sounds tempting to many. But here’s the truth: these predictions are a scam! They are designed solely to grab your attention. It is wasting your precious time. In this episode, we’re breaking down the clickbait trap and why hype-driven stock picks...

Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive marketing, and strategic partnerships. This is the story of how Monster Beverage, a simple energy drinks company, became the best performing stock over the past 30 years. Ready to unleash the beast?! Support the show Try our all-in-one investing ter...

As 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. From dominant monopolies to high-risk disruptors, we’ve covered businesses across industries and geographies, discovering unique and important lessons along the wa...

Mathijs and Bouke return with part two of their deep dive into ASML.  We're now zooming in on what makes ASML a potential investment opportunity after revealing the science behind the most complex machine on earth. In this episode, you’ll learn: 🎄 About ASML’s management team 🎄 How this company generates exceptional cash flows 🎄 If ASML’s stock is attractively valued Join them for the seco...

Join Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and make its complexities accessible for all. In this first part of our free in-depth analysis, we'll explore: 🎄 The ingredients behind the most comp...

What if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same company. In this eye-opening episode, we uncover the hidden monopoly  (pun intended)  behind the eyewear industry, EssilorLuxottica. Luxottica's dominance is remarkable for a company that doesn't put its logo on its products. This...

Ever wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest players in the game: Visa.  From the history of money to the incredible network behind modern transactions, this episode will change how you think about every payment you make. We'll try to make it in-depth yet simple to understand. Ready to...

Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely. In this episode, we dive into the fascinating (anti)-marketing laws of luxury that keep the industry exclusive, aspirational, and unlike anything else.  Why do true luxury brands avoid discounts, embrace imperfections, and let creators, not consumers, lead the way?  How does scarcity fuel desire? Why does waiting...

The story of how one man outsmarted both the casinos of Las Vegas and Wall Street. In this episode, we tell you the inspiring story of Edward Thorp, a math teacher who turned gambling into science and investing into an art. Find out how he reshaped blackjack, foresaw Warren Buffett’s rise, and even spotted one of the biggest financial frauds in history. It'll be a fun one! Hit play to dive in...

Luxury isn’t just about price; it’s about psychology, status, and the fascinating pyramid of luxury. In this episode, we break down the tiers of luxury, explore the emotional allure of high-end goods, and uncover why some brands soar while others fall. Want a more profound understanding of the luxury industry? Then listen now! Support the show Try our all-in-one investing terminal! Research. Track...

Welcome to episode 3 of The Dutch Investors podcast! This is part 1 of the luxury industry deep dive series, where we try to uncover all the (hidden) secrets of the luxury industry. Why? Because the luxury industry is a strange world. It breaks traditional economic rules and taps into our deepest human desires and behaviors. The best luxury brands know exactly how to play on our needs and desire....

In this episode, we’re taking a deep dive into the uncertainties ASML faces and how the semiconductor industry’s cyclical nature impacts its future. We break down the key risks ASML encounters, the role of cyclicality and what it means for investors. Join us to understand why investing in top companies isn’t just about the upside, but about smartly managing risks. Whether you’re curious about ASML...

Welcome to the first episode of Cracking the ASML Code. In this episode, we delve into the world of ASML, a company so critical to modern technology that major tech giants, and possibly the global economy itself, would feel the impact if it ceased to exist. ASML is the backbone of the semiconductor industry, powering devices we rely on daily with its world-leading lithography machines. We'll...