The Dutch Investors

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. 🎁🎅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.

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.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.

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!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.

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!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.

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!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.

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!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.

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!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.

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.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.

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.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.