TDI-Terminal — 24 Hours Left on Our Best Deal Ever No episode this week, but an important update: our biggest discount ever on TDI-Terminal expires at midnight on May 31st. We walk you through what the terminal does, who it's for, and why we built it. Try it risk-free for 14 days, if it's not for you, we'll refund you, no questions asked. 👉 Check out the TDI-Terminal Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new compa...
May 29, 2026•4 min
Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward AI, robots, and full self-driving. We trace TSLA from the Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools L...
May 21, 2026•24 min•Ep. 94
In this episode of the TDI Podcast, we are doing a deep dive into a company that breaks almost every rule taught in business school: Texas Roadhouse. How does a restaurant become one of the greatest success stories in casual dining when it refuses to serve lunch during the week, does zero national TV advertising, and requires managers to put up $25,000 before they even start? We explore the inspiring, unconventional journey of founder Kent Taylor, the unique culture that drives their customer lo...
May 14, 2026•24 min•Ep. 93
Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into. If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to suppor...
May 07, 2026•24 min•Ep. 39
Porsche, once the undisputed profit engine of the automotive world, is facing its most serious challenge yet. Following a staggering 92.7% collapse in operating profit, the brand is navigating what analysts call its Nokia Moment, a struggle to reconcile mechanical excellence with a rapidly evolving EV market. In this deep dive, we explore the turbulent history of the silver crest, from its controversial origins and the revolution of the 1990s to the financial derivatives of 2008. We analyze the ...
Apr 30, 2026•22 min
Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 20 years. Joel documents his journey on Substack through the Sherwood Investment Letter, focusing heavily on the Nordic markets. We dive deep into the playbook of serial acquirers; businesses whose entire model is based on buying other niche companies and letting the capital compound. Joel unpacks why the Nordic region has become such a hotbed for th...
Apr 23, 2026•1 hr 8 min
In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG). We explore how a fine-dining chef accidentally created the fast-casual restaurant category and built a global empire. This deep dive breaks down Chipotle's "Food With Integrity" model, its store-level economics, and the mechanics of the famous burrito flywheel. We also examine the risks of the food industry, looking at the low barriers to entry, limits on pricing power, and what the current stock va...
Apr 16, 2026•20 min
If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that makes everything from cloud computing to logistics look effortless, Amazon’s true power lies in its hidden, interconnected engine. Jeff Bezos’s long-term vision transformed the world’s shopping habits, but what’s next? How does Amazon defend its dominance, and what vulnerabilities could threaten its empire? Support the show Try our all-in-one invest...
Apr 09, 2026•22 min
Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood companies, and the psychological challenges of investing. Discover practical tips, mental models, and lessons learned from years of research and experience. You can find Aria Radnia's socials here: YouTube Patreon X (Twitter) Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new ...
Apr 03, 2026•1 hr 6 min
Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them. From a small Dutch startup to a $135+ billion market cap giant. In this episode we uncover the secret sauce behind their unrivaled success and how they’re redefining the future of travel booking. Perfect for investors, industry insiders, and travel enthusiasts, this episode offers an inside look at the machine behind your next trip. Support the show Try ou...
Mar 26, 2026•27 min
In 1994, Jeff Bezos saw a number that changed everything: the web was growing at 2,300% per year. He walked away from a high-paying Wall Street career to start an online bookstore. In this episode of the Dutch Investors Podcast, we explore the psychology behind Amazon’s ascent from a garage to a global powerhouse. We break down the three permanent pillars that make the company an unassailable moat. Learn why Amazon bets on the things that never change, and how you can apply these timeless lesson...
Mar 18, 2026•12 min
In this episode of The Dutch Investors, we challenge the traditional obsession with beating the market and finding the next hottest stock. Instead of looking at flashy investment manuals, we dive into the world of evolutionary biology to discover a different path to wealth. Why did the dodo bird really become extinct, and what can a 450-million-year-old sea urchin teach you about investing? We explore the fascinating Nalanda Way, a philosophy inspired by Charles Darwin that prioritizes the art o...
Mar 11, 2026•18 min
In this episode of The Dutch Investors, we sit down with Joep Dikken from Tresor Capital to pitch and break down 4 high-quality stocks we both like. We dive deep into the world of high-stakes logistics and specialized service models (Transplant As A Service), examining how one company has successfully vertically integrated an entire industry’s supply chain. We discuss a Dutch holding company, a market leader in educational software, and a trillion-dollar asset manager. We think you'll enjoy this...
Mar 07, 2026•48 min
In this conversation, The Dutch Investors and Sonny from Secret Sauce Investing delve into the rise and current state of Duolingo, exploring its business model, financial metrics, and the impact of AI on its future. We discuss the challenges of user engagement, the risks of disruption from AI technologies, and the competitive landscape in the education technology sector. The conversation culminates in a debate about the long-term viability of Duolingo as a leading language learning platform. Sup...
Feb 26, 2026•46 min
Ever feel like the world is changing so fast it’s impossible to keep up? In this final episode of our series on Morgan Housel’s Same As Ever, we shift our focus away from the new and look at the timeless forces that drive our behavior. We explore incentives, why we have a weird tendency to choose complex solutions, and the long run vs. the short run. By looking at historical examples ranging from British convict ships to the math behind a Nobel Prize-winning portfolio, we review the permanent tr...
Feb 18, 2026•12 min
In this episode, we continue our deep dive into Morgan Housel’s Same As Ever. Instead of trying to guess what the stock market will do next week, we focus on the human behaviors that have remained unchanged for the last 500 years. We explore five timeless themes that explain why staying on top is often much harder than getting there. We also cover themes like: The Fragility of Perfection The Price of Admission The Red Queen Hypothesis The Toy Trap The Grass is Greener (on Bullshit) We are lookin...
Feb 11, 2026•16 min
In this episode, Mostapha from Compound With AI shares his insights on leveraging artificial intelligence for investing. We discuss his journey from being a value investor to incorporating AI tools into his research process. Mostapha explains how AI can enhance the speed and depth of your investment research, allowing investors to analyze more stocks in less time. He also answers common misconceptions about AI. This is the episode for anyone who wants to improve as a long-term investor, save tim...
Feb 03, 2026•1 hr 6 min
PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the market has it right or if this is one of the most misunderstood opportunities in finance today. So we sat down with Emir from Type-F Capital , a data-driven equity research analyst who has been following the company's transformation from the inside out. Emir brings a unique, independent perspective on why the death of PayPal has been great...
Jan 28, 2026•48 min
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 Renaiss...
Jan 21, 2026•13 min
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 Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep...
Jan 14, 2026•13 min
In today’s episode, I’m joined by Peter from the Margin of Sanity podcast and Substack. We kick off 2026 by pitching two of our favorite high-conviction companies each. We focused on businesses with durable competitive advantages and valuations that allow us to sleep at night. Our picks span the globe, featuring a monopoly-like business hiding in plain sight, a Polish compounder, and a Chinese master brand that dominates its category. We also analyze an American powerhouse that has cornered the ...
Jan 07, 2026•1 hr 1 min
One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced across 2025. Wishing you a healthy and successful 2026. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusive TDI-member community 24/7 live access to our personal po...
Dec 31, 2025•20 min
In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe' strategies can sometimes be the riskiest moves of all, how the psychology of the ultra-wealthy defies economic rules, and why the most powerful moats are often found in the unsexiest industries. We uncover the truths learned from over 1,600 hours of research. Enjoy. Support the show Try our all-in-one investing terminal! Research. Track. Co...
Dec 28, 2025•22 min
Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices. I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Cellebrite's history from the infamous San Bernardino Apple vs. FBI case to its current status as a market leader in a global duopoly. We discuss how their...
Dec 26, 2025•54 min
Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine our investing universe. In this series, we are sharing the output of that massive project. In Part 1 of this special 3-part series, we are opening up our research notes to share the biggest lessons learned from expanding our universe. We kick things off by looking at what separates a good business from a superb one and why high margins don...
Dec 24, 2025•20 min
Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away. Support the show ...
Dec 19, 2025•56 min
Due to problems with the RSS feed, this episode was re-uploaded. Follow John Lin on LinkedIn In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chinese and Western business models. The conversation explores strategies for competing with Chinese companies, the rapid growth and profitability of Chines...
Dec 18, 2025•1 hr 26 min
Due to issues with the RSS feed, we re-uploaded our episode. In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes? 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 sh...
Dec 18, 2025•18 min
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 Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools...
Nov 27, 2025•8 min•Ep. 67
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 Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days! Professional investing tools Live company financials and KPIs Exclusi...
Nov 19, 2025•22 min•Ep. 66
