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#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2
In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-calle…
4 months, 2 weeks ago
#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments
Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that…
4 months, 2 weeks ago
#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1
Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies …
4 months, 2 weeks ago
#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing
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Nintendo is one of those companies everyone knows.
In this episode, we take a look at what’s driving Nintendo…
4 months, 3 weeks ago
#69 | The Rise of China | Interview w/ John Lin
Due to problems with the RSS feed, this episode was re-uploaded.
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In this conversation, John Lin shares his insights on the …
4 months, 3 weeks ago
#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1
Due to issues with the RSS feed, we re-uploaded our episode.
In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on…
4 months, 3 weeks ago
#69 | The Rise of China | Interview w/ John Lin
Episode 68
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In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He …
5 months ago
#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1
Episode 68
In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the…
5 months, 1 week ago
#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction
Episode 67
Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction.
This episode unpacks one of hist…
5 months, 2 weeks ago
#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1
Episode 66
In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing.
W…
5 months, 3 weeks ago