The Dutch Investors – Détails, épisodes et analyse

In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech.

Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behind Finchat, why he started it, and how it's helping investors around the world save time and make better decisions.

• We dive into:
• The vision behind Finchat
• How Finchat is adding value to users
• Lessons learned from building a global software company
• What he’s learned from studying serial acquirers
• Why KPIs actually matter
• The role of AI in investing and where it’s heading

 …and much more.

 So grab a coffee, tune in, and enjoy this episode with Braden Dennis.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs.

Marcin shares what it's like to work at a fast-scaling tech company, how they balance capital efficiency with innovation, and why being headquartered in Poland gives them a unique edge. Whether you're into software, investing, or just love hearing behind-the-scenes stories from growing companies, this one's for you.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down the good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu.  

Is this a strategic move to expand its market share, or a desperate attempt to keep growth alive? We’ll talk about why investors are so divided on Celsius, the risks of competing with Monster and Red Bull, and whether its deal with Pepsi is a blessing or a ticking time bomb.

Some think Celsius is the next big thing in energy drinks. Others say it’s an overhyped stock with a shaky future. Where does the truth lie? Let’s dive in.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

Why do people keep falling for the same investing scams? Why do some companies seem unstoppable while others fade into history? And why does bad advice spread faster than good advice?

In this episode, we’re breaking down five simple but powerful universal laws that explain how the world, but also financial markets, businesses, and investors behave, often in ways you wouldn’t expect. These ideas come from psychology, economics, and even biology, but don’t worry, we’re keeping it practical.

Once you understand these patterns, you’ll start spotting them everywhere. 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!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

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/teqnion

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

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!

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

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 compounders

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Become a TDI-member!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.

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!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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!

1. A new company deep-dive every 14 days!
2. Available as podcast and written report
3. Exclusive TDI-member community
4. 24/7 live access to our personal portfolio's
5. Updates on all our buys & sells
6. Exclusive monthly newsletter
7. Exclusive industry reports & articles
8. Early access to interviews
9. 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.