The Dutch Investors – Details, episodes & analysis

In this episode, we’re looking at why more isn't always better and why the most important changes usually happen when things are falling apart. We start with a brutal truth: a good idea on steroids quickly becomes a terrible one. Whether it’s the tragic story of the tallest man in history or the 73% stock drop Starbucks faced, we see what happens when something grows beyond its convenient size.

We also cover:

• The Creative Power of Panic: Why the biggest innovations—from labor laws to the Renaissance—didn't come from happy scientists in labs, but from desperate people trying to survive catastrophes like the Triangle Shirtwaist fire and the Black Death.
• Tragedies vs. Miracles: Why it took 40 years to build Silicon Valley Bank but only 36 hours for a panic to burn it down. We look at how "bad news" happens in an instant, while "good news" like Moore’s Law is a slow, boring grind that you only notice after decades.
• The Power of Tiny Things: How a single wrong turn by a driver in 1914 triggered a chain reaction that shaped the entire 20th century.
• The Rational Optimist: Why you should follow Bill Gates’ lead and save like a paranoid pessimist while investing like a dreamer. We compare the survival of Admiral Stockdale to the tragic race to the South Pole to show why pure optimism is often a death sentence.

If you've ever wondered why the world feels so fragile yet makes so much progress, this episode is for you.

Support the show

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 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 still holds true, no matter how much the world changes? That is the question we are all left with.

Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. It’s about the patterns that stay the same across generations, and what they mean for how you think about money, fear, and uncertainty.

Support the show

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 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.

Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction.

This episode unpacks one of history’s greatest breakthroughs, and what it reveals about success, timing, and the way progress happens.

Sometimes, the biggest revolutions begin in complete silence.

Support the show

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 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 first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing.

We revisit some of their timeless principles and dive into what value investing really means, straight from their own words.

Support the show

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 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 one of Charlie Munger’s most famous warnings, and for good reason.

In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all?

Support the show

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 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 second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation.

We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just search and ads, and whether today’s price still leaves room for good returns.

Support the show

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 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.

Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pioneer end up playing defense?

We explore what Google really has under the hood and whether its position is misunderstood, or genuinely in danger.

Follow Secret Sauce Investing

Support the show

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 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.

After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s time to hand over the reins of one of the Netherlands’ most respected technology companies.

In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transforming it from a manufacturing business into a software-driven, people-first organization. He opens up about what it’s really like to lead through crises, change, and personal challenges, and why culture, and long-term thinking are what truly sustain a company.

We’d like to thank Ruben for everything he’s done, for us, the shareholders, employees, the company, and everyone he’s inspired along the way.

Support the show

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 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.

Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires.

In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it.

Three timeless lessons on capital allocation, value, and patience, all hidden inside the Prosus–Tencent story.

Support the show

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 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.

Become a TDI-member!

Use code: GIFT50 on checkout for 50% discount (for life!)

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Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own, backyard.

Adyen is the quiet force behind some of the biggest brands in the world, think Netflix, Spotify, and Nike. This fintech company helps businesses, big and small, handle payments smoothly, whether online, in-store, or across multiple channels.

In this analysis, we’ll unpack what Adyen does, its strengths and challenges, and what its future might hold. Whether you’re curious about its business model, financials, or growth potential, this deep dive will help you understand why Adyen is such an interesting company to watch.

Support the show

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 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.