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The Dutch Investors

The Dutch Investors

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Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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Untangled

The Woolpatch

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Stuart and Jimmy simply answer your knitting (and sometimes crochet) questions that you submit. That simple. No chit chat, just question and answer for half hour. Stuart has 9 years of experience running a yarn shop and Jimmy is a prolific knitter and knitwear designer, so we have most bases covered between us and if not, Stuart can ask many of his experienced knitters who come to his shop to get your answers! Do you have questions about yarn? Yarn weight? Brands? Patterns? Stuck on a patter ...
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swyx's personal picks pod. Weekdays: the best audio clips from podcasts I listen to, in 10 minutes or less! Fridays: Music picks! Weekends: long form talks and conversations! This is a passion project; never any ads, 100% just recs from me to people who like the stuff I like. Share and give feedback: tag @swyx on Twitter or email audio questions to swyx @ swyx.io
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:27) Deep Dive into Nvidia's Earnings (10:34) The Importance of Federal Reserve Independence (21:50) Market Reactions and Future Predictions (29:06) Autodesk Earnings and Market Imp…
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We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch In…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS What was Jimmy wearing? He is wearing his ENIGMATIC jumper - pattern out now! Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's S…
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On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss: (03:37) Dev Kantesaria's Unique Background (06:20) Investment Philosophy and Approach (09:2…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (…
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In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS What was Jimmy wearing? His brand new finished PRADA Jumper - find more about it on his Youtube page. Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKn…
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On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss: (02:55) Rocket Lab's Methodical Approach to Space (05:14) The Neutron Rocket: A Game Changer?…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:58) AI's Impact on Software Companies (11:52) Trends in Alcohol Consumption (21:02) Amazon's Grocery Delivery and Instacart's Challenges (30:41) Cava's Earnings and Restaurant Industry Trends (36:14) A…
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In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Want to see more from the runways for Spring Summer Menswear? Dior: Runway D&G: Runway Armani: Runway Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKn…
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On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss: (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With? (16:54) Operati…
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As many of our TDI members know by now, Siem has 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 t…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis (12:19) Figma IPO: Valuation and Market Implications (28:38) Remitly's Growth Amidst Market Challenges (34:21) Evaluating Growth Potential in …
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At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find …
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss: (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Ma…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest John Rotonti: (02:54) Navigating Market Challenges (05:57) The AI Spending Boom (08:54) Data Center Dynamics (12:00) Valuations and Market Trends (15:00) Speculation and Market Sentiment …
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In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Your first ever top down jumper recommendations. https://tincanknits.com/pattern/flax-worsted?g=12 https://tincanknits.com/pattern/love-note?g=1 https://www.ravelry.com/patterns/library/in-stillness-2 http…
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On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss: (03:05) Understanding the Affordable Care Act (05:57) Oscar Health's Business Model and Market Position (09:03) User Experience in Health Insurance (12:15) Profitability Challenges in Health Insurance (15:42) Oscar Health's Growth and Mark…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS We talked about Raglan Jumpers and mentioned a couple of designers who make great Raglan Patterns Alicia Plummer (Stuart has knitted 'In Stillness 2) https://www.ravelry.com/patterns/sources/two-little-plu…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:24) Meme Stocks and American Eagle (03:02) Alphabet's Earnings Report (23:24) Philip Morris: Market Trends and Performance (29:00) OpenDoor: A Meme Stock Analysis (36:59) Tesla: Market Reactions and In…
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What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mind…
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On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: (00:00) Introduction and history (04:31) Understanding the Pharmaceutical Supply Chain (07:30) Exploring Business Segments (12:06) High Value Products vs. Bulk Products (14:24) The Impact of AI…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:27) ASML Analysis and Market Volatility (09:56) Taiwan Semiconductor's Growth and Market Position (17:26) Netflix's Earnings and Business Model (25:00) Bubble Watch: Meme Stocks and Market Valuations (…
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From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games Workshop Portillo's Hims & Hers Health Microsoft Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can …
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Want to see the master knitter Roxanne Richardson fix cables? https://youtu.be/s1pQrUZttzk?si=ws3GEYuFnht2WHB4 And her whole cable playlist https://youtube.com/playlist?list=PL1AZxTfSCe2fMsVTfjwtXLYO6m83GE…
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On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Ris…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:06) Delta Earnings and Consumer Spending Insights (08:01) Recent Stock Purchases (22:52) Taiwan Semiconductor: A New Investment Perspective (27:23) Predictions for the Largest Company by 2030 (33:27) A…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geogra…
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On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss: (01:29) Understanding Stablecoins: Definition and Functionality (07:08) The Future of Stablecoins: Potential Applications (08:10) Impact on Remittances and Cross-Border P…
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Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves. What does it have to do with investing? More than you might think. You can also find us on: X ⁠…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:00) Figma's IPO and Market Position (13:10) Tesla's Delivery Numbers and Market Challenges (28:03) Robinhood's Tokenized Trading and Market Implications (30:59) Understanding OpenAI Tokens and Their Im…
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Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers. We explore how to develop t…
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On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss: (00:00) Introduction to IPOs and Misfit Alpha (02:15) CoreWeave: Business Model and Market Position (CRWV) (12:40) Chime Financial: Disrupting Traditional Banking (CH…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:38) The Evolution of AI and Its Impact (08:10) Identifying Opportunities and Risks in AI (12:42) The Future of Equity Research with AI (19:08) Market Reactions and Business Models (25:58) Hims and Hers…
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In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out. We cover a wide range of topics, from shifting global dynamics to over…
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On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss: (02:57) Spotify: A Case Study in Founder Leadership (14:51) Meta Platforms: The Evolution of a Founder-Led Giant (31:51) Nvidia: A Founder’s Vision and Strategy (47:04) Wise: The Fu…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed: (02:31) Exploring Stable Coins (05:39) Benefits and Downsides of Stable Coins (11:33) The Future of Payment Processing (17…
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Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns is…
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In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company] (04:01) Understanding Tra…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:20) Exploring the Remittance Market (06:26) The Impact of Taxation on Remittances (09:37) Warner Brothers Discovery's Strategic Split (12:38) Meta's AI Acquisition and Market Positioning (35:40) OpenAI…
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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 …
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On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss: (02:55) Who is Joel Greenblatt? (08:34) Gotham Capital's Performance (11:36) Special Situations Investing (12:34) Understanding Spin-Offs (19:30) Mergers and Arbitrage…
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (10:26) Exploring Undervalued Stocks (26:29) Investment Strategies and Market Trends (31:40) The Limitations of 401(k) Investment Options (33:44) Exploring Companies with Pricing Power (38:02) Consumer Pri…
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In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve into: The origins and philosophy of Heavy Moat Investments Defining a quality company How to identify a durable competitive advantage Signs of great capital allocators His research process Ap…
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On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS). Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their p…
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