The Dutch Investors

Teqnion just released it's Q4 FY2024 earnings. A quarter so bad, even their own CEO gave it an F. The Swedish serial acquirer, saw its EBITA collapse 58%, EPS drop 62%, and free cash flow crater 34%. The stock got hammered, down over 16% in a single day and then recovering a little bit.So, what went wrong? Is this just short-term noise, or are there deeper cracks in Teqnion’s foundation? In this episode, we break it down.3 of the 4 analysts at The Dutch Investors own Teqnion, and we’re taking a hard, honest look at whether this is a rare buying opportunity, or a warning sign of worse to come.Tune in now to find out.You can find the entire free fundamental analysis of Teqnion AB here: https://www.thedutchinvestors.com/post/teqnionSupport 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.

Hotels or home rentals? The travel industry has two giants fighting for dominance: Booking Holdings and Airbnb. One is the king of hotel bookings, the other changed the way people travel. But which business is stronger? Which has a better future? And most importantly, which stock would we rather own?In this episode, we break it all down: business models, financials, competitive advantages, and potential risks. Let’s settle this debate once and for all!🎧 Tune in now!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.

Most investors don’t underperform because they’re bad at research or don’t work hard enough, it’s because they’re looking in the wrong places. Or, they simply don't have the time to turn over as many stones as possible.The truth is, just 4% of stocks drive nearly all market returns. If you’re not finding those winners, you’re missing out.  In this episode, we break it down:  ✅ Why 80% of your results come from just 20% of your effort✅ Why deal flow matters more than you think✅ How to spot potential compoundersSupport 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.

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.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.

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.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.

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.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.

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. 🎧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.

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?!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.

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!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.

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! 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.