The Dutch Investors

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.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “10 Stocks That Will 10x Next Year.” Sounds tempting to many. But here’s the truth: these predictions are a scam! They are designed solely to grab your attention. It is wasting your precious time.

In this episode, we’re breaking down the clickbait trap and why hype-driven stock picks mislead investors, how the herd mentality can cost you money, and what smart investors do instead.

We’ll talk about:
✔️ Why these stock lists exist.
✔️ The psychological tricks that make people fall for them.
✔️ How long-term investors avoid this noise.

If you’re tired of the hype and want to focus on real investing and wealth creation, this episode is for you. 

So grab a coffee, tune in, and let’s talk about what actually works. 🎧

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive marketing, and strategic partnerships.

This is the story of how Monster Beverage, a simple energy drinks company, became the best performing stock over the past 30 years.

Ready to unleash the beast?!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. From dominant monopolies to high-risk disruptors, we’ve covered businesses across industries and geographies, discovering unique and important lessons along the way.

We’ll discuss lessons learned from standout companies like Visa, ASML, Ryanair, Monster Beverage, Dino Polska, Richemont, Tesla, Amazon, Duolingo, Adyen, Kering, and Airbnb, among others. Each company taught us something. Don’t miss this informative year-end episode. It’s packed with lessons you can carry into the new year. 

Before we dive in, a brief reminder: our founding price ends tomorrow, December 29th. If you’ve been thinking of joining us at www.thedutchinvestors.com, now is your chance to lock in before prices increase.

Enjoy these final days of 2024, and tune in as we celebrate the lessons, insights, and milestones of the year. Here’s to a prosperous 2025!  A heartfelt thank you to our listeners and TDI members for an amazing 2024! We couldn’t have done it without you!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Mathijs and Bouke return with part two of their deep dive into ASML. 

We're now zooming in on what makes ASML a potential investment opportunity after revealing the science behind the most complex machine on earth.

In this episode, you’ll learn:
🎄 About ASML’s management team
🎄 How this company generates exceptional cash flows
🎄 If ASML’s stock is attractively valued

Join them for the second and final part of this fundamental analysis and find out why ASML, both Bouke and Mathijs own this company. A perfect follow-up to last yesterday's episode!🎁

Enjoy and Merry Christmas! 

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and make its complexities accessible for all.

In this first part of our free in-depth analysis, we'll explore:
🎄 The ingredients behind the most complex machine on earth
🎄 The intricate value chain within the chip industry
🎄 How ASML’s unique culture built a global monopoly

Perfectly timed for the holiday season, this episode is a gift of knowledge you won’t want to miss. 🎁🎅

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same company. In this eye-opening episode, we uncover the hidden monopoly  (pun intended)  behind the eyewear industry, EssilorLuxottica.

Luxottica's dominance is remarkable for a company that doesn't put its logo on its products. This low-profile approach, inspired by founder Leonardo Del Vecchio, contrasts with other brands' heavy self-promotion. EssilorLuxottica's low profile is a deliberate strategy crafted by its founder, Leonardo Del Vecchio, known as 'Mr. Nobody' for the mystery surrounding him and his company. His master plan for Luxottica was initially met with skepticism but was executed to perfection until his passing.

This episode explores how Luxottica crafted its eyewear monopoly and what sets EssilorLuxottica apart in the market. You're in for a fascinating look at the publicly listed eyewear company, hiding in plain sight.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest players in the game: Visa. 

From the history of money to the incredible network behind modern transactions, this episode will change how you think about every payment you make. We'll try to make it in-depth yet simple to understand.

Ready to talk payments? Dive in!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely.

In this episode, we dive into the fascinating (anti)-marketing laws of luxury that keep the industry exclusive, aspirational, and unlike anything else. 

• Why do true luxury brands avoid discounts, embrace imperfections, and let creators, not consumers, lead the way? 
• How does scarcity fuel desire?
• Why does waiting actually make luxury more desirable? 

We’ll break it all down. Join us for this deep dive into the anti-laws of luxury!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

The story of how one man outsmarted both the casinos of Las Vegas and Wall Street.

In this episode, we tell you the inspiring story of Edward Thorp, a math teacher who turned gambling into science and investing into an art. Find out how he reshaped blackjack, foresaw Warren Buffett’s rise, and even spotted one of the biggest financial frauds in history. It'll be a fun one! Hit play to dive in!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Luxury isn’t just about price; it’s about psychology, status, and the fascinating pyramid of luxury.

In this episode, we break down the tiers of luxury, explore the emotional allure of high-end goods, and uncover why some brands soar while others fall. Want a more profound understanding of the luxury industry? Then listen now!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.

Welcome to episode 3 of The Dutch Investors podcast! This is part 1 of the luxury industry deep dive series, where we try to uncover all the (hidden) secrets of the luxury industry.

Why? Because the luxury industry is a strange world. It breaks traditional economic rules and taps into our deepest human desires and behaviors. The best luxury brands know exactly how to play on our needs and desire. But why are people so drawn to luxury? And what makes someone willing to spend insane amounts on certain brands, products, and experiences?

In this episode, we dive into the fascinating paradox of luxury. Are you ready to change the way you think about luxury? Let’s dive in!

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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 taking a deep dive into the uncertainties ASML faces and how the semiconductor industry’s cyclical nature impacts its future. We break down the key risks ASML encounters, the role of cyclicality and what it means for investors.

Join us to understand why investing in top companies isn’t just about the upside, but about smartly managing risks. Whether you’re curious about ASML’s technology or want a clearer perspective on the role of cycles in markets, this episode will help you.

Send us a message

You can also find us on:

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

Or ⁠become a premium member!

1. A brand new fundamental analysis released every single week!
2. Available in audio and text
3. 24/7 live access to our personal portfolio's
4. Monthly updates on all our buys & sells
5. Exclusive industry reports
6. Exclusive articles
7. All future updates and features!

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.