The Dutch Investors

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. 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.

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.