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The Dutch Investors

Latest episodes

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Dec 5, 2024 • 22min

Laws of luxury | A luxury industry deep dive

Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely.In this episode, we dive into the fascinating (anti)-marketing laws of luxury that keep the industry exclusive, aspirational, and unlike anything else. Why do true luxury brands avoid discounts, embrace imperfections, and let creators, not consumers, lead the way? How does scarcity fuel desire?Why does waiting actually make luxury more desirable? We’ll break it all down. Join us for this deep dive into the anti-laws of luxury! 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.
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Nov 28, 2024 • 12min

The man who beat Wall-Street and casinos | Edward Thorp’s investing and life lessons

The story of how one man outsmarted both the casinos of Las Vegas and Wall Street.In this episode, we tell you the inspiring story of Edward Thorp, a math teacher who turned gambling into science and investing into an art. Find out how he reshaped blackjack, foresaw Warren Buffett’s rise, and even spotted one of the biggest financial frauds in history. It'll be a fun one! Hit play to 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.
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Nov 23, 2024 • 17min

The luxury pyramid | A luxury industry deep dive

Luxury isn’t just about price; it’s about psychology, status, and the fascinating pyramid of luxury.In this episode, we break down the tiers of luxury, explore the emotional allure of high-end goods, and uncover why some brands soar while others fall. Want a more profound understanding of the luxury industry? Then listen now! 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.
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Nov 21, 2024 • 14min

The psychology of luxury | A luxury industry deep dive

Welcome to episode 3 of The Dutch Investors podcast! This is part 1 of the luxury industry deep dive series, where we try to uncover all the (hidden) secrets of the luxury industry.Why? Because the luxury industry is a strange world. It breaks traditional economic rules and taps into our deepest human desires and behaviors. The best luxury brands know exactly how to play on our needs and desire. But why are people so drawn to luxury? And what makes someone willing to spend insane amounts on certain brands, products, and experiences?In this episode, we dive into the fascinating paradox of luxury. Are you ready to change the way you think about luxury? Let’s 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.
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Nov 17, 2024 • 12min

ASML | Risks and the role of cyclicality

In this episode, we’re taking a deep dive into the uncertainties ASML faces and how the semiconductor industry’s cyclical nature impacts its future. We break down the key risks ASML encounters, the role of cyclicality and what it means for investors.Join us to understand why investing in top companies isn’t just about the upside, but about smartly managing risks. Whether you’re curious about ASML’s technology or want a clearer perspective on the role of cycles in markets, this episode will help 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.
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Nov 16, 2024 • 12min

ASML | Cracking the semiconductor code

Welcome to the first episode of Cracking the ASML Code.In this episode, we delve into the world of ASML, a company so critical to modern technology that major tech giants, and possibly the global economy itself, would feel the impact if it ceased to exist. ASML is the backbone of the semiconductor industry, powering devices we rely on daily with its world-leading lithography machines.We'll explore why ASML's stock recently took a hit, discuss the industry’s cyclic nature, and tell you what this means for long-term investors. 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.

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