The Dutch Investors

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

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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.

#94 | Tesla Deep Dive | Full Self-Driving, Half the Story

May 21, 2026

Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward AI, robots, and full self-driving. We trace TSLA from the Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins

May 14, 2026

In this episode of the TDI Podcast, we are doing a deep dive into a company that breaks almost every rule taught in business school: Texas Roadhouse. How does a restaurant become one of the greatest success stories in casual dining when it refuses to serve lunch during the week, does zero national TV advertising, and requires managers to put up $25,000 before they even start?

We explore the inspiring, unconventional journey of founder Kent Taylor, the unique culture that drives their customer loyalty, and the economics behind their free peanuts and fresh-baked bread. From tracking key metrics like Average Unit Volume (AUV) to analyzing the constant threat of fluctuating beef prices, we break down the financials and the core operational strategy. But the biggest question remains: does Texas Roadhouse actually have a sustainable economic moat, or are we just looking at a well-run operation that is one bad CEO away from collapse?

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#92 | 3 Mental models for investors

May 7, 2026

Welcome back to The Dutch Investors Podcast.

If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think.

These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into.

If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to support what we’re building.

Let’s get into it.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One

Apr 30, 2026

Porsche, once the undisputed profit engine of the automotive world, is facing its most serious challenge yet. Following a staggering 92.7% collapse in operating profit, the brand is navigating what analysts call its Nokia Moment, a struggle to reconcile mechanical excellence with a rapidly evolving EV market.

In this deep dive, we explore the turbulent history of the silver crest, from its controversial origins and the revolution of the 1990s to the financial derivatives of 2008. We analyze the leadership shift under new CEO Michael Leiters and the bold Strategy 2035 pivot, which sees the brand leaning back into combustion engines to protect its legendary margins.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood

Apr 23, 2026

Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 20 years. Joel documents his journey on Substack through the Sherwood Investment Letter, focusing heavily on the Nordic markets.

We dive deep into the playbook of serial acquirers; businesses whose entire model is based on buying other niche companies and letting the capital compound. Joel unpacks why the Nordic region has become such a hotbed for these long-term, family-owned compounding machines.

We also get into the psychology of staying objective when everyone else is panicking. Joel shares his strategy of "running into the burning house" to buy high-quality companies when the market overreacts and sends them to 52-week lows.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?

Apr 16, 2026

In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG).

We explore how a fine-dining chef accidentally created the fast-casual restaurant category and built a global empire. This deep dive breaks down Chipotle's "Food With Integrity" model, its store-level economics, and the mechanics of the famous burrito flywheel.

We also examine the risks of the food industry, looking at the low barriers to entry, limits on pricing power, and what the current stock valuation actually means for potential investors. Is this a durable, protected business model or a fragile chain vulnerable to changing consumer tastes?

Join us as we look at the facts and analyze the company from an investor's perspective.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#88 | Amazon Deep Dive | Inside The Everything Store Flywheel

Apr 9, 2026

If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that makes everything from cloud computing to logistics look effortless, Amazon’s true power lies in its hidden, interconnected engine. Jeff Bezos’s long-term vision transformed the world’s shopping habits, but what’s next? How does Amazon defend its dominance, and what vulnerabilities could threaten its empire?

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia

Apr 3, 2026

Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood companies, and the psychological challenges of investing. Discover practical tips, mental models, and lessons learned from years of research and experience.

You can find Aria Radnia's socials here:

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.

#86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?

Mar 26, 2026

Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them.

From a small Dutch startup to a $135+ billion market cap giant. In this episode we uncover the secret sauce behind their unrivaled success and how they’re redefining the future of travel booking.

Perfect for investors, industry insiders, and travel enthusiasts, this episode offers an inside look at the machine behind your next trip.

Research. Track. Compound. Your complete fundamental toolkit.

A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!

You can also find us on:

🎁 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.