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 lessons to your own portfolio.

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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 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 of rejection over the thrill of the hunt.

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

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You can also find us on:

• X ⁠@DutchInvestors⁠
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🎁 Proud partners of PDT. Save 15% on any PDT plan! 

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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 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 one.

• TransMedics Flight Tracker

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
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5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

• X ⁠@DutchInvestors⁠
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🎁 Proud partners of PDT. Save 15% on any PDT plan! 

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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 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.

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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 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 traits of human nature that impact your money and your life.

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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 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:

1. The Fragility of Perfection
2. The Price of Admission
3. The Red Queen Hypothesis
4. The Toy Trap
5. The Grass is Greener (on Bullshit)

We are looking for the behaviors that never change. Because those are the only things we can truly bank on.

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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, 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 time, and delve deeper than they have in the past.

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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. 

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 greatly exaggerated. Emir covers topics like:

• Is PayPal ever turning around?
• The KPIs he tracks
• The risks and opportunities
• Parts he likes and dislikes about the business
• And much more.

Emir's socials:

• Substack
• YouTube
• X (Twitter)

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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 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

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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.