The Dutch Investors

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. 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.

Become a TDI-member!Use code: GIFT50 on checkout for 50% discount (for life!)--Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own, backyard.Adyen is the quiet force behind some of the biggest brands in the world, think Netflix, Spotify, and Nike. This fintech company helps businesses, big and small, handle payments smoothly, whether online, in-store, or across multiple channels.In this analysis, we’ll unpack what Adyen does, its strengths and challenges, and what its future might hold. Whether you’re curious about its business model, financials, or growth potential, this deep dive will help you understand why Adyen is such an interesting company to watch. 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.

In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market.Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how its franchise model works, why customers are so loyal, and why it might be one of the best-run small caps in the UK.▶️Subscribe to Bebop Value's Substack 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.

Explore three intriguing stock ideas that could expand your investment horizon. Discover Rentokil's effective pest control model, highlighting its strategic acquisitions and integration hurdles. Learn about Acomo's position in the global plant-based ingredients market, focusing on its decentralized sourcing and risk management. Delve into PAR Technology's innovative restaurant tech platform, showcasing its strong client relationships and growth potential. Each company presents compelling opportunities for savvy investors!

Exploring humanity's journey from simple survival to a sprawling, interconnected world, the conversation highlights the vital role of capitalism. It’s portrayed as an imperfect engine pushing innovation, akin to natural selection in evolution. The host uses the smartphone as a prime example of cumulative progress and likens the system's relentless growth to The Very Hungry Caterpillar. Reflecting on modern conveniences, the discussion reminds us of the vast global network facilitating even a casual gaming session, showcasing the cooperative effort behind technological marvels.

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maximize value. We'll unravel the mystery of Palantir's ontology framework, how its unique business model continues to revolutionize and much more!It was a real pleasure talking to someone who knows so much about this weird, special, data-driven company.Follow Emir on X 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.

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech companies.We talk about:How Chinese companies are changingThe need for speedDynamic vs. static moatsChina's innovationThe power of AIThe difference between moats and barriers to entryFor more information on Jeffrey Towson:Website: jefftowson.comLinkedInXPodcast: Tech Strategy PodcastBooks:Moats and MarathonsThe One Hour China BookWhat Would Ben Graham Do Now?(There are no affiliate or sponsor links above) 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.

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's successful formula, the competitive landscape and Adyen's competitive advantages.It was a real pleasure talking to Tarik Manfrinato and Maggie O'Donnell.You can read more about the Adyen Formula here, and check out their blog-posts here. You can also find us on:X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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.  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.

In this discussion, Michael Gielkens, co-founder of Tresor Capital, shares his expertise on holding companies and serial acquirers. He highlights what distinguishes these entities from traditional firms and how to spot quality operators while avoiding red flags. Gielkens elaborates on why Sweden is a fertile ground for acquirers and explains the intricacies of goodwill in business. He also discusses the importance of assessing management quality and incentives, along with his favorite investment picks, showcasing his deep understanding of this niche market.