In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. 

Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it has taken us from fire and survival to smartphones, airplanes, and AI. This is a reflection on how far we've come, why we often take things for granted, and what a hungry caterpillar has in common with capitalism...

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 dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. 

You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maximize value. We'll unravel the mystery of Palantir's ontology framework, how its unique business model continues to revolutionize and much more!

It was a real pleasure talking to someone who knows so much about this weird, special, data-driven company.

Follow Emir on X

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. 

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech companies.

We talk about:

• How Chinese companies are changing
• The need for speed
• Dynamic vs. static moats
• China's innovation
• The power of AI
• The difference between moats and barriers to entry

For more information on Jeffrey Towson:

• Website: jefftowson.com
• LinkedIn
• X
• Podcast: Tech Strategy Podcast
• Books:

1. Moats and Marathons
2. The One Hour China Book
3. What Would Ben Graham Do Now?

(There are no affiliate or sponsor links above)

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. 

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. 

In this episode, we share some insights about the Adyen's successful formula, the competitive landscape and Adyen's competitive advantages.

It was a real pleasure talking to Tarik Manfrinato and Maggie O'Donnell.

You can read more about the Adyen Formula here, and check out their blog-posts here.

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. 

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. 

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies.

Some of the topics we cover in this episode:

• What sets serial acquirers and holding companies apart
• Spotting quality operators (and red flags to avoid)
• Why Sweden breeds so many acquirers
• Goodwill, what it is, how it works, and how it distorts
• Assessing management quality and incentives
• Holding company discounts explained
• Michael’s favorite companies

And much more...

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. 

We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie.

Source:

• 1. (Dutch) VPRO Tegenlicht w/ Andy Xie
• 2. (English) Clarke and Dawe - Quantitative Easing

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 of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a long-term opportunity here.

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 sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age.

Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" framework, explore the pitfalls of outdated accounting rules, and learn how to spot real earnings power in modern tech companies.

We also touch on:

• Why Amazon’s margins are misleading (and what to do about it)
• The difference between milking a business and building one
• How to assess management without falling for surface-level signals
• Whether we’re heading into a Value 4.0 era with AI

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. 

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In this analysis, Siem and Sonny dove into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're being precise.

By the end of this analysis, you’ll have a deeper understanding of how LVMH transformed the luxury industry, its strategic approach to acquisitions, and how it maintains its position as one of the leaders in luxury goods.

You can find Secret Sauce Investing here.

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. 

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. 

In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch.

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.