The Dutch Investors

Follow Secret Sauce Investing on SubstackNintendo is one of those companies everyone knows.In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint.This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away.Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! 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.

Due to problems with the RSS feed, this episode was re-uploaded.Follow John Lin on LinkedInIn this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chinese and Western business models. The conversation explores strategies for competing with Chinese companies, the rapid growth and profitability of Chinese e-commerce platforms, and China's global expansion strategy.We talk about the importance of collaboration over competition and addresses the media bias that often skews perceptions of China's technological advancements. He also provides investment insights into promising Chinese companies and discusses the differences in AI development between China and the West.The Chinese are coming. Enjoy.Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! 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.

Due to issues with the RSS feed, we re-uploaded our episode.In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes?Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. It’s about the patterns that stay the same across generations, and what they mean for how you think about money, fear, and uncertainty.Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! 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.

Delve into the inspiring journey of the Wright Brothers, whose historic flights went largely unnoticed at first. Explore how their relentless patience and learning from failures fueled their groundbreaking success. The discussion highlights the importance of sticking to your investment strategy through market fluctuations and emphasizes that true long-term investing yields compounding growth. Ultimately, it's a testament to the power of conviction, patience, and understanding the psychological aspects of investing.

Discover the insights from investing legends Warren Buffett and Charlie Munger. They define value investing as a quest for future cash flows that outweigh today's costs. Learn about the balance between growth and value, and the importance of patience and temperament in avoiding mistakes. Explore Buffett's famous checklist for selecting businesses and the fascinating reasons behind his investment in Apple. The conversation emphasizes that value investing principles apply universally, regardless of stock prices.

Explore the three tempting pitfalls that can derail even the brightest investors: liquor, ladies, and leverage. Discover how alcohol clouds judgment, leading to financial chaos. Unpack the distraction of lust and ego, finding cautionary tales in the downfall of Howard Hughes. Learn how excessive borrowing can shatter great financial trajectories with real-life stories. Finally, equip yourself with six valuable principles to navigate these challenges, ensuring a more disciplined investment approach.

Dive into the intriguing world of Alphabet as experts discuss hidden gems like Waymo and Google's Other Bets. Explore the potential of autonomous taxis and how they could reshape the market. Discover the balance of Alphabet's diverse segments and whether they should be valued together or apart. Predictions for Waymo in 2030 reveal both promising scenarios and challenges. The conversation also weighs Alphabet's current valuation, its long-term prospects, and strategic investment decisions. A must-listen for those keen on tech innovation and market insights!

In this discussion, the team from Secret Sauce Investing dissects Alphabet’s journey from the origins of Google to its current AI challenges. They delve into how Google's advertising model has shaped its dominance while assessing threats from nimble competitors. They explore the impact of AI advancements, particularly in relation to YouTube and Google Cloud. The conversation also touches on potential pitfalls like antitrust issues and the implications of LLMs on search. Ultimately, they argue Alphabet’s strong foundation positions it for resilience amidst this technological shift.

Ruben Wegman, CEO of Nedap, has transformed the company from manufacturing to a software powerhouse over 16 years. He discusses his Parkinson’s diagnosis and planned 2026 departure, reflecting on leadership during crises. Ruben emphasizes the importance of preserving company culture, strategic agility, and strong customer relationships. He shares insights on AI applications in Nedap, balancing ambition with modesty in culture, and the ongoing shift toward recurring revenue models. His perspective on decision-making highlights the value of instinct and experience.

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.Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! 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.