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The Dutch Investors

In-depth fundamental analyses of the most intriguing publicly listed companies worldwide.

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10:18

Shelly Group | April 2026

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2026/04/18

Shelly Group is a Bulgarian technology company that specializes in offering smart home solutions. So , it competes with the likes of Google, Amazon, and Samsung in this market. Tough competition, right? So, why would I analyze Shelly Group, then? I actually found the company by running a stock screener with criteria on gross profit margins, insider ownership, net margins, and ROIC. The numbers speak for themselves. I thought to myself, with these numbers, there must be something special...

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24:30

Brown & Brown | February 2026

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2026/02/20

One of the first things I do when analyzing a company is go through the latest annual report. What immediately stood out to me were the covers in which Brown & Brown presented their annual reports (see picture down below). Almost every cover consists of a cheetah, sometimes with its prey. The cheetah is a symbol of Brown & Brown’s culture: “Constantly doing what’s best for our customer, requires constant persistence and vision. The cheetah, which represents vision, swiftness, s...

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11:39

PayPal Holdings

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2026/02/06

The PayPal Mafia, founders such as Peter Thiel and Elon Musk who once dominated Silicon Valley, built a legacy of disruption. But that pioneering spirit has long since faded. Today, PayPal is no longer a nimble innovator. Instead, it has become an institutional giant fighting a two-front war to remain relevant. On the consumer side, the once-dominant PayPal button is losing its frictionless advantage to Apple Pay and Google Pay, which are embedded directly into smartphone hardware. Meanwhile,...

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12:05

Chapters Group | January 2026

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2026/01/23

Today, we’re looking at a company that is polarizing the investing community: Chapters Group AG. Some call it the 'German Constellation Software. Chapters Group has long been a company I’d like to analyze. Not just because of the company itself, but also because of the market it’s operating in: the VMS market. While I own the serial acquirer Teqnion, it isn’t a VMS company. This officially is the first time I've analyzed a VMS serial acquirer. I’ve spoken to several people close to the ...

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20:08

Lotus Bakeries | January 2026

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2026/01/09

Some companies always seem too expensive. The company we’ll discuss today, Lotus Bakeries, is one of them. Lotus Bakeries, from now on ‘Lotus’, is a Belgian family-owned snack company. Their most renowned product is the Lotus Biscoff cookie (they are delicious). Marketing is everything in the world of fast-moving consumer goods (FMCG) and Lotus has mastered the game with the strong brands they have built over the decades. The company sells its products in over 70 countries worldwide, fo...

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14:53

Cellebrite DI Ltd

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2025/12/26

Our final deep dive of 2025. So we decided to make it a little more special with an extra hour-long deep dive with Niklas from Heavy Moat Investments. Most investors spend their time studying companies they see every day... apps on their phone, brands in the supermarket, platforms they use at work. But some of the world’s most important technology operates in the shadows. This company is helping with criminal investigations, counter-terrorism cases, and national security work in over 150 cou...

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13:19

Exor | December 2025

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2025/12/12

Exor is an Italian holding company that is owned by Italy’s richest family: the Agnelli’s. The family, through Giovanni Agnelli, still has over 85% of the voting rights. Almost 40% of Exor’s gross asset value consists of its stake in Ferrari. Other investments that might be familiar to you are football club Juventus, car manufacturer Stellantis and luxury company Christian Loboutin. The interesting part about investing in family-owned holding companies like Exor is that you can benefit ...

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22:36

Central Japan Railway Company | November 2025

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2025/11/28

While traveling to Japan, I used their services multiple times, and paid good money for them. So picture this: It’s September 2025, I’m in Japan, sitting in a Shinkansen — the Japanese bullet train — and this thing is flying through mountains at 300 km/h like it’s nothing. And I’m thinking: “How can a company that basically owns the most important transportation artery in Japan be trading at a P/E of 10?” How can a monopolistic business, in the most popular area of Japan, trade at only a P/E ...

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25:06

Ferrari Group | November 2025

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2025/11/14

If you voted for Ferrari Group in the community and thought this analysis was going to be about red and fast sports cars, I might have to disappoint you. This analysis isn’t about the iconic luxury brand Ferrari. Apart from the name, which is just a coincidence, the companies don’t have a lot in common. Both companies have Italian roots and both are related to the luxury segment. While Ferrari produces and sells luxury goods, Ferrari Group transports luxury products. The company has bec...

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30:41

Alphabet Inc. | October 2025

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2025/10/31

Alphabet is one of those companies that’s so big, so omnipresent, most investors stop asking questions. But beneath the surface lies a fascinating contradiction: a company built on anti-advertising principles that became the world’s advertising empire; a cash-rich giant that still acts like a startup; an innovator constantly fighting its own bureaucracy. In an age where AI threatens to rewrite Google’s own playbook, understanding what really drives Alphabet might be one of the most important ...

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19:10

Diploma PLC | October 2025

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2025/10/17

Diploma PLC is a fascinating serial acquirer from the U.K., focusing on three key markets; controls, seals and life sciences. The company has been a real compounder in recent years and grew revenues at a 15% CAGR for the past 15 years. Percentages many companies can only dream of. In this analysis, we will dive into their key markets and will focus on capital allocation especially. At the end, that's all that matters for serial acquirers. Disclaimer: Nothing in this podcast can be...

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24:40

Prosus NV | Oktober 2025

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2025/10/03

In this analysis, we’re going to talk about my largest position at the moment: Prosus. By investing in Prosus, you’re essentially buying Chinese tech giant Tencent at a discount, and (for now) you’re getting all the other parts of Prosus thrown in ‘for free’. Prosus is a Dutch investment company that focuses on internet businesses around the world, particularly in emerging markets. Think of it as a kind of tech-focused investment fund. That said, 80–90% of its value comes from its stake in T...

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23:23

Wolters Kluwer | September 2025

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2025/09/19

You could argue about some industries or companies being boring or not. Most of the time, it’s a matter of personal preference. For this analysis, I have to make you feel relieved: a very boring company is ready to be analyzed. “Why should this be a relief to me?”, you may ask. Well, that’s because boring companies outperform the broader market most of the time. Very few investors talk about the company we discuss in this analysis. Also, you wouldn’t be able to find it on your favorite podcas...

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18:23

Lam Research Corporation | September 2025

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2025/09/05

While writing our Semiconductor Industry Report, one wafer fabrication supplier stood out; a company that appears indispensable to the semiconductor value chain, boasts a market cap of over $100 billion, and yet I had never heard of before: Lam Research Corporation (from now on: Lam). The company produces the machines that are critical to produce high-end semiconductors, and due to that fact (just like ASML), could have a lot of pricing power. I love pricing power. In this analysis, I will un...

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21:21

3i Group | August 2025

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2025/08/22

Everyone likes to buy bargains. In the stock market, but definitely also in our daily lives. Today, we’re delving into British investment company 3i, which specializes in private equity and infrastructure. How does this rhyme with the first sentence of this introduction? Well, that’s because discount chain Action is 3i’s biggest holding by far. The company accounts for almost 90% of 3i’s private equity GIR (Gross Investment Return). Logically, we will mainly focus on Action in this ana...

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22:59

Edenred SA | August 2025

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2025/08/08

Edenred is a French employee benefits platform offering meal vouchers, fuel cards, and corporate payment tools. It operates a capital-light B2B2C model with recurring revenue, strong network effects, and a dominant 40% market share in a consolidated industry. In this deep dive I'll share if I will swap my Pluxee shares to Edenred shares. Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the busin...

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21:12

BE Semiconductor Industries | July 2025

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2025/07/25

If you think about the semiconductor industry, companies like ASML, Nvidia and TSMC probably come to mind. All unique powerhouses with key roles in the global economy. I can imagine you’re getting bored with hearing the same stories about the same companies in this industry over and over again. That’s why we’re going to discuss a business that’s probably new to you. In this analysis, a leading semiconductor company that’s active in assembly equipment will be reviewed. The company is wor...

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21:38

Wise | July 2025

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2025/07/11

Wise has historically grown revenues at over 20% annually, is already profitable, and remains founder-led. With a long runway ahead and plenty of legacy players to disrupt, the story looks compelling… But is everything really as good as it seems? That’s what we’ll uncover in this analysis. 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. You can also fi...

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24:44

Copart | June 2025

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2025/06/27

Copart is a business that is known by a select group of investors. Mainly the ones interested in searching for 100-baggers might be familiar with the company. With a share price increase of around 31,000%, Copart has already checked that ‘100-bagger box’. Copart is a business that’s active in reselling cars and car parts. The company owns huge ‘junkyards’ to store cars until they are sold on their own online auction platform. So why call it a junkyard? That’s because most of the cars th...

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18:27

Costco | June 2025

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2025/06/13

Few companies have haunted my investing mind like Costco. When I first researched it three years ago, I was impressed, but did not invest due to its high valuation. Since then, the stock has doubled. Ouch. A classic error of omission. But what makes Costco worth watching in the first place? In a sector often plagued by sameness and razor-thin margins, Costco stands out with a rare and powerful competitive edge: scale economies shared. Instead of hoarding the benefits of scale, Costco gives th...

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