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The Dutch Investors

Published by The Dutch Investors

  • Investing
  • Business
  • Education
  • Self-improvement

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.

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Recent episodes

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  1. #105 | The beauty of Fairfax: Q&A with Asheef Lalani (Brown)

    Sep 18, 20261 hr 12 min

    In this episode we'll get answers to some in-depth questions on Fairfax, often named the 'Canadian Berkshire Hathaway' due to its similar business model. Asheef Lalani, also known as BrownMarubozu, is a real Fairfax expert. He's been following the company closely for over six years and has been in close contact with some people working at the company. He'll help us uncover what makes Fairfax so special and why this might be an interesting investment. Asheef is a true Fairfax expert, and we highly recommend following him if you're interested in Fairfax. You can do so on X (Twitter) or on Substack . You can find the full in-depth dive analysis on Fairfax on our TDI-termina l or on Substack . Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  2. #104 | Why Most CEOs Are Bad Investors

    Sep 3, 202620 min

    What is the actual job of a CEO, and why do most leaders fail at the one thing that truly drives shareholder returns? In this episode, we break down the mechanics of capital allocation, look at the playbook used by history's greatest outsider CEOs, and examine why conventional business metrics often lead investors astray. Credits to William Thorndike and his excellent book: The Outsiders - Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  3. #103 | 10 Rules for Marriage That Also Apply to Investing

    Aug 20, 20269 min

    What do long-term public equity investing and a decades-long marriage actually have in common? More than you might think. In this special episode of The Dutch Investors, Siem te Hennepe reflects on tying the knot with his wife, Ariane, after ten years together. To mark the occasion, co-founders Bouke, Luuk, and Mathjis handed over a unique wedding gift: ten fundamental rules bridging the worlds of market discipline and lifelong partnership. Enjoy. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  4. #102 | Interview w/ Compound with René on Quality Investing, AI Workflows, and Market Psychology

    Aug 6, 20261 hr 18 min

    We are joined by René, the creator behind Compound with René , live from Mallorca. Vacation or not, investing is his passion, and he thinks about it daily. We discuss the principles of finding quality companies, how artificial intelligence changes research, and the reality of navigating modern stock markets. You can find René's socials here: Youtube X Substack Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  5. #101 | 7 Disney Quotes That Make You a Better Investor

    Aug 1, 202611 min

    While doing a deep dive into The Walt Disney Company , we stumbled upon something unexpected: Disney characters have been dispensing timeless financial wisdom for decades. In this episode, we break down seven classic Disney lines and explore what they can teach us about market psychology, risk management, and the power of long-term compounding. It'll be a magical, somewhat nostalgic episode. 🌟 Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  6. #100 | Perimeter Solutions (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

    Jul 24, 202653 min

    The TDI-Terminal now comes with a monthly plan! Give it a try for just $19! Every year, millions of acres of forest burn across North America, threatening thousands of homes and costing billions of dollars in damage. The biggest challenge in stopping a megafire isn't a lack of brave firefighters or aircraft but that water alone evaporates almost instantly in extreme heat. Traditionally, when a wildfire breaks out, firefighting crews rely on dropping water or short-term suppressants directly on the flames. But in scorching temperatures and high winds, water dries up before it can slow down the fire's edge. By the time ground crews arrive or wind conditions shift, the flames have already jumped the line, leaving communities defenseless. Perimeter Solutions built the answer to that challenge. Through its flagship chemical retardant, PHOS-CHEK , Perimeter provides a long-term fire retardant that alters the flammability of forest fuels even after the water completely evaporates. Dropped from specialized air tankers, it lays down an impenetrable red barrier ahead of the flames, buying critical time for ground crews to contain the inferno. Paired with a massive, integrated network of over 150 airbase locations and specialized mixing equipment, Perimeter doesn't just sell the chemical—they ensure that when a fire strikes, the retardant is mixed, loaded, and in the air with zero room for failure. Want more of Joep? ➡️ LinkedIn ➡️ Tresor Capital 🎧 Deep dive on TransMedics with Joep Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  7. #99 | 4 Invisible Competitive Advantages | Part 2

    Jul 9, 202618 min

    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 qualities that create impenetrable moats around the business castles of tomorrow. In part two of our deep dive into competitive advantages, we leave the easily measurable financial metrics behind to explore the four most elusive, bulletproof structures in the business world. These are the invisible forces that deep pockets cannot replicate, concluding with the single most powerful strategy that most analysts miss entirely. Enjoyed the episode? Please leave us a 5-star review and help spread the word! Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  8. #98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments

    Jul 2, 202646 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 fintech company operating in the payments space. It provides end-to-end payment processing solutions, combining software, hardware, and payment gateway services into one platform. The company serves merchants in industries such as restaurants, hospitality, retail, and entertainment, enabling them to accept transactions both in-store and online. To read our 30-page analysis on Shift4, become a TDI Member . To follow more of Niklas's work, click here . Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  9. #97 | 4 Visible Competitive Advantages | Part 1

    Jun 26, 202619 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 thedutchinvestors.com to claim your access. If you want to drop us a wedding gift, please leave a 5-star review on your favorite podcast app! Every investor has heard the word moat, but how do you separate a genuine corporate stronghold from a company that just had a few lucky quarters? In part one of this special two-part series, we break down four traditional competitive advantages that leave a clear, visible trail right in the financial statements. These are the structural frameworks that allow elite companies to widen their market share, slash unit costs, and lock out the competition. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  10. #96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

    Jun 18, 20261 hr 8 min

    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. Traditionally, when a donor organ becomes available, it gets put on ice in a cooler and rushed to the recipient hospital. Ice. Like your groceries. And the problem is that this method called static cold storage gives surgeons very little time. A donated heart, for example, starts deteriorating about 4 hours after retrieval. If you can't get it to the patient in time, it's unusable. Organs from donors far away often get rejected simply because the logistics are too difficult. TransMedics built the solution to that. Best Financial Data Provider Save 15% on Fiscal AI. Financials, segments, and KPIs. Best Portfolio Tracker Save 15% on PDT. Track your portfolio automatically, 24/7. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  11. #95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook

    Jun 11, 20261 hr 11 min

    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 investor questions, this conversation dives straight into the gritty realities of capital allocation, operational mistakes, and the heavy weight of managing public market expectations. Daniel pulls back the curtain on how Teqnion thinks and operates. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  12. #94 | Tesla Deep Dive | Full Self-Driving, Half the Story

    May 21, 202623 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 Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  13. #93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins

    May 14, 202623 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 casual dining when it refuses to serve lunch during the week, does zero national TV advertising, and requires managers to put up $25,000 before they even start? We explore the inspiring, unconventional journey of founder Kent Taylor, the unique culture that drives their customer loyalty, and the economics behind their free peanuts and fresh-baked bread. From tracking key metrics like Average Unit Volume (AUV) to analyzing the constant threat of fluctuating beef prices, we break down the financials and the core operational strategy. But the biggest question remains: does Texas Roadhouse actually have a sustainable economic moat, or are we just looking at a well-run operation that is one bad CEO away from collapse? Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  14. #92 | 3 Mental models for investors

    May 7, 202624 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 think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into. If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to support what we’re building. Let’s get into it. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  15. #91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One

    Apr 30, 202622 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 Nokia Moment, a struggle to reconcile mechanical excellence with a rapidly evolving EV market. In this deep dive, we explore the turbulent history of the silver crest, from its controversial origins and the revolution of the 1990s to the financial derivatives of 2008. We analyze the leadership shift under new CEO Michael Leiters and the bold Strategy 2035 pivot, which sees the brand leaning back into combustion engines to protect its legendary margins. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  16. #90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood

    Apr 23, 20261 hr 8 min

    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 Investment Letter, focusing heavily on the Nordic markets. We dive deep into the playbook of serial acquirers; businesses whose entire model is based on buying other niche companies and letting the capital compound. Joel unpacks why the Nordic region has become such a hotbed for these long-term, family-owned compounding machines. We also get into the psychology of staying objective when everyone else is panicking. Joel shares his strategy of "running into the burning house" to buy high-quality companies when the market overreacts and sends them to 52-week lows. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  17. #89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?

    Apr 16, 202619 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 deep dive breaks down Chipotle's "Food With Integrity" model, its store-level economics, and the mechanics of the famous burrito flywheel. We also examine the risks of the food industry, looking at the low barriers to entry, limits on pricing power, and what the current stock valuation actually means for potential investors. Is this a durable, protected business model or a fragile chain vulnerable to changing consumer tastes? Join us as we look at the facts and analyze the company from an investor's perspective. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  18. #88 | Amazon Deep Dive | Inside The Everything Store Flywheel

    Apr 9, 202621 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, Amazon’s true power lies in its hidden, interconnected engine. Jeff Bezos’s long-term vision transformed the world’s shopping habits, but what’s next? How does Amazon defend its dominance, and what vulnerabilities could threaten its empire? Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  19. #87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia

    Apr 3, 20261 hr 5 min

    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 practical tips, mental models, and lessons learned from years of research and experience. You can find Aria Radnia's socials here: YouTube Patreon X (Twitter) Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

  20. #86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?

    Mar 26, 202627 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 episode we uncover the secret sauce behind their unrivaled success and how they’re redefining the future of travel booking. Perfect for investors, industry insiders, and travel enthusiasts, this episode offers an inside look at the machine behind your next trip. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal portfolio's All our buys & sells And much more! ➡️ www.TDI-Terminal.com You can also find us on: X ⁠ @DutchInvestors⁠ Substack ⁠ @The Dutch Investors⁠ Instagram ⁠ @The Dutch Investors⁠ 🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 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.

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