The Dutch Investors

TDI-Terminal — 24 Hours Left on Our Best Deal Ever
No episode this week, but an important update: our biggest discount ever on TDI-Terminal expires at midnight on May 31st. We walk you through what the terminal does, who it's for, and why we built it. Try it risk-free for 14 days, if it's not for you, we'll refund you, no questions asked.
👉 Check out the TDI-Terminal
Support the show
Try our all-in-one investing terminal!
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!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
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🎁 Proud partners of PDT. Save 15% on any PDT plan! 
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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.

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.
Support the show
Try our all-in-one investing terminal!
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!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 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.

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?
Support the show
Try our all-in-one investing terminal!
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!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 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.

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.
Support the show
Try our all-in-one investing terminal!
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!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 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.

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.
Support the show
Try our all-in-one investing terminal!
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!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 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.