The Dutch Investors

Some businesses seem untouchable. No matter what the market throws at them, they keep growing, keep making money, and keep leaving competitors in the dust. What’s their secret? A strong, durable moat.A moat is what protects a company from competition. It’s why you keep using the same software, why some brands can charge more, and why some businesses dominate for decades while others disappear.  In this episode, we’re breaking it down, what moats are, the different types, and how to spot them. We’ll go through real-world examples, explain why some moats are stronger than others, and look at companies that have built serious defenses around their business.  By the end, you’ll have a clearer idea of what to look for when investing and why moats matter more than hype. Let’s get into it. 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 Finchat. Save 15% on any Finchat 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.

This episode is dedicated to Warren Buffett. In this episode, we take a closer look at The Warren Buffett Playbook. A tribute to the man behind the title of the world’s most respected investor of all-time. Starting with his modest roots in Omaha, we trace Buffett’s journey to becoming a global superstar. Nothing like we have ever seen before. We’ll unpack his investing principles, the strategies behind his decisions, and the timeless wisdom he’s shared with millions. From his approach to building wealth to the habits and philosophies that shaped his incredible success, this episode breaks it all down.We hope you'll enjoy this episode as much as we did making it. 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 Finchat. Save 15% on any Finchat 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.

When we think of supermarkets, we often associate them with: 1) low margins, 2) boring businesses, and 3) little to no growth potential. And while this is often the case, Dino Polska proves that it can be different!Over the past five years, this Polish supermarket chain has achieved a revenue CAGR of nearly 32%, an ROIC of over 18%, and exceptionally strong margins for a supermarket (5%+).Plenty of reasons to take a closer look at this company! We hope you enjoy this (audio) analysis as much as we did. 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 Finchat. Save 15% on any Finchat 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.

It’s that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “10 Stocks That Will 10x Next Year.” Sounds tempting to many. But here’s the truth: these predictions are a scam! They are designed solely to grab your attention. It is wasting your precious time.In this episode, we’re breaking down the clickbait trap and why hype-driven stock picks mislead investors, how the herd mentality can cost you money, and what smart investors do instead.We’ll talk about:✔️ Why these stock lists exist.✔️ The psychological tricks that make people fall for them.✔️ How long-term investors avoid this noise.If you’re tired of the hype and want to focus on real investing and wealth creation, this episode is for you. So grab a coffee, tune in, and let’s talk about what actually works. 🎧 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 Finchat. Save 15% on any Finchat 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.

Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive marketing, and strategic partnerships.This is the story of how Monster Beverage, a simple energy drinks company, became the best performing stock over the past 30 years.Ready to unleash the beast?! 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 Finchat. Save 15% on any Finchat 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.

As 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. From dominant monopolies to high-risk disruptors, we’ve covered businesses across industries and geographies, discovering unique and important lessons along the way.We’ll discuss lessons learned from standout companies like Visa, ASML, Ryanair, Monster Beverage, Dino Polska, Richemont, Tesla, Amazon, Duolingo, Adyen, Kering, and Airbnb, among others. Each company taught us something. Don’t miss this informative year-end episode. It’s packed with lessons you can carry into the new year. Before we dive in, a brief reminder: our founding price ends tomorrow, December 29th. If you’ve been thinking of joining us at www.thedutchinvestors.com, now is your chance to lock in before prices increase.Enjoy these final days of 2024, and tune in as we celebrate the lessons, insights, and milestones of the year. Here’s to a prosperous 2025!  A heartfelt thank you to our listeners and TDI members for an amazing 2024! We couldn’t have done it without you! 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 Finchat. Save 15% on any Finchat 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.

Mathijs and Bouke return with part two of their deep dive into ASML. We're now zooming in on what makes ASML a potential investment opportunity after revealing the science behind the most complex machine on earth.In this episode, you’ll learn:🎄 About ASML’s management team🎄 How this company generates exceptional cash flows🎄 If ASML’s stock is attractively valuedJoin them for the second and final part of this fundamental analysis and find out why ASML, both Bouke and Mathijs own this company. A perfect follow-up to last yesterday's episode!🎁Enjoy and Merry Christmas!  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 Finchat. Save 15% on any Finchat 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 Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and make its complexities accessible for all.In this first part of our free in-depth analysis, we'll explore:🎄 The ingredients behind the most complex machine on earth🎄 The intricate value chain within the chip industry🎄 How ASML’s unique culture built a global monopolyPerfectly timed for the holiday season, this episode is a gift of knowledge you won’t want to miss. 🎁🎅 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 Finchat. Save 15% on any Finchat 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.

What if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same company. In this eye-opening episode, we uncover the hidden monopoly  (pun intended)  behind the eyewear industry, EssilorLuxottica.Luxottica's dominance is remarkable for a company that doesn't put its logo on its products. This low-profile approach, inspired by founder Leonardo Del Vecchio, contrasts with other brands' heavy self-promotion. EssilorLuxottica's low profile is a deliberate strategy crafted by its founder, Leonardo Del Vecchio, known as 'Mr. Nobody' for the mystery surrounding him and his company. His master plan for Luxottica was initially met with skepticism but was executed to perfection until his passing.This episode explores how Luxottica crafted its eyewear monopoly and what sets EssilorLuxottica apart in the market. You're in for a fascinating look at the publicly listed eyewear company, hiding in plain sight. 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 Finchat. Save 15% on any Finchat 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.

Ever wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest players in the game: Visa. From the history of money to the incredible network behind modern transactions, this episode will change how you think about every payment you make. We'll try to make it in-depth yet simple to understand.Ready to talk payments? Dive in! 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 Finchat. Save 15% on any Finchat 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.