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The Dutch Investors The Dutch Investors The Dutch Investors 4REX | Trading Talk 4REX | Trading Talk Tom von 4REX Impulse Renta 4 Pódcast Renta 4 Pódcast Renta 4 Enlightened Misfits Podcast Enlightened Misfits Podcast Lauren Pearlingi What the Biz?! What the Biz?! What the Biz?! The Verdict with the Catastrophic Injury Lawyer Clarke Speaks The Verdict with the Catastrophic Injury Lawyer Clarke Speaks Clarke Speaks Trash Talk Trash Talk The Landfill Group Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Matt Stockman Just Money Podcast Just Money Podcast Just Money Podcast Bitcoin Italia Podcast Bitcoin Italia Podcast Rikki & Guybrush Coffeez with Joe Shalaby Coffeez with Joe Shalaby Joseph Shalaby Dagen med Di Dagen med Di Dagens industri Make Economy Great Again Make Economy Great Again WELT Growing Up In America: The Way It Is Growing Up In America: The Way It Is Dr. Robert Sanborn Techlandia Techlandia Technology Association of Oregon Bitcoin Takeover Podcast Bitcoin Takeover Podcast Vlad Costea CFO Podcast CFO Podcast Peter De Roeck Energy Trade Show Podcast Energy Trade Show Podcast Ben Seligson Brands, Beats & Bytes Brands, Beats & Bytes Brand Positioning Doctors Breaking Banks Breaking Banks Breaking Banks - The #1 Global Fintech Podcast Happier in Hollywood Happier in Hollywood The Onward Project Restaurant Hoppen Restaurant Hoppen Hurrdat Media Hidden Forces Hidden Forces Demetri Kofinas Your Money Minute Your Money Minute CNBC Life Kit Life Kit NPR Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Living Daily | Dan W. Faith & Finance Faith & Finance FaithFi Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command with Cameron Herold The Playbook With David Meltzer The Playbook With David Meltzer David Meltzer, Entrepreneur.com The Contractor Fight with Tom Reber The Contractor Fight with Tom Reber Tom Reber De Belegger De Belegger De Belegger Selling the Couch Selling the Couch Melvin Varghese, PhD Schwab Market Update Audio Schwab Market Update Audio Charles Schwab Financially Confident Christian Financially Confident Christian Ralph V. Estep, Jr. Optimal Finance Daily - Financial Independence and Money Advice Optimal Finance Daily - Financial Independence and Money Advice Optimal Living Daily | Diania Merriam The Best One Yet The Best One Yet Nick & Jack Studios Profit by Design Profit by Design Dr. Sabrina Starling
The Dutch Investors

Business

The Dutch Investors

The Dutch Investors

#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...

#80 | Lessons from history on things that never change | Same as Ever - Ep. 4

February 11, 2026 8:00am 16 min

In this episode, we continue our deep dive into Morgan Housel’s Same As Ever. Instead of trying to guess what the stock market will do next week, we focus on the human behaviors that have remained unchanged for the last ...

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