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The Dutch Investors

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

business investing

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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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82:43

LVMH | May 2025

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2025/05/30

As many of our loyal TDI members know by now, I’ve got 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, we dive into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're being prec...

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46:58

Microsoft Part 2 | May 2025

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2025/05/24

Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Microsoft Gaming. But not every part of this tech giant is a goldmine. We’ll uncover which business units are true value drivers… and which might just be along for the ride. Whether you're a long-time shareholder or just curious about one of the world’s most powerful companies, this deep dive will chall...

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59:28

Microsoft Part 1 | May 2025

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2025/05/16

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48:11

Ulta Beauty | May 2025

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2025/05/09

Is Ulta the beauty or the beast? Maybe the better question is this: is Ulta Beauty a stock for the quality investor or the value investor? Ulta is often pitched by both camps. But do those pitches actually make sense? In this analysis, you’ll find out. 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 find us on: X ⁠@DutchInvestors⁠ Substack ⁠@...

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66:00

Portillo's | May 2025

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2025/05/02

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible? In this episode, I’m joined by Brett Schafer from Chit Chat Stocks to break down Portillo’s from every angle: the unit economics, growth strategy, margins, culture, and the big question, can this concept scale beyond Chicago without losing what makes it special? We also cover key KPIs to watch...

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82:31

Hims & Hers Health | April 2025

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2025/04/25

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 find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠

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66:17

Texas Instruments | April 2025

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2025/04/18

Texas Instruments is the quiet giant of the chip world, dominating analog and embedded semiconductors while steering clear of the brutal competition in the memory and logic chip space. As an Integrated Device Manufacturer (IDM), TI controls both design and production, giving it an edge in efficiency and supply chain stability. What drew me in? Exceptional capital allocation, minimal competition, and massive tailwinds from EVs and IoT. Add in two decades of dividend growth and a 47% sha...

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59:50

Pluxee | April 2025

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2025/04/11

Today we’re turning our eyes to a special situation: Pluxee. Pluxee is an employee benefits company that acts as the middleman between employers, employees, and merchants. In February 2024 Pluxee was spun-off from Sodexo. As Joel Greenblatt reminds us in You Can Be a Stock Market Genius, spin-offs are one of the best hunting grounds for interesting opportunities. Something to like about Pluxee, is its ownership structure. The Bellon Family, who founded Sodexo, holds 42% of the o...

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53:05

Games Workshop | April 2025

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2025/04/04

What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three. Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belonging, one that fans dedicate years on. It allows Games Workshop to ask a big premium on its products, just like LEGO. But does that translate i...

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