The Dutch Investors

In this episode of The Dutch Investors, we sit down with Joep Dikken from Tresor Capital to pitch and break down 4 high-quality stocks we both like. 
We dive deep into the world of high-stakes logistics and specialized service models (Transplant As A Service), examining how one company has successfully vertically integrated an entire industry’s supply chain. We discuss a Dutch holding company, a market leader in educational software, and a trillion-dollar asset manager.
We think you'll enjoy this one.
TransMedics Flight Tracker
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You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
Become a TDI-member!
A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!
We are 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 conversation, The Dutch Investors and Sonny from Secret Sauce Investing delve into the rise and current state of Duolingo, exploring its business model, financial metrics, and the impact of AI on its future.
We discuss the challenges of user engagement, the risks of disruption from AI technologies, and the competitive landscape in the education technology sector. The conversation culminates in a debate about the long-term viability of Duolingo as a leading language learning platform.
Support the show
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
Become a TDI-member!
A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!
We are 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.

Ever feel like the world is changing so fast it’s impossible to keep up? In this final episode of our series on Morgan Housel’s Same As Ever, we shift our focus away from the new and look at the timeless forces that drive our behavior. We explore incentives, why we have a weird tendency to choose complex solutions, and the long run vs. the short run.

By looking at historical examples ranging from British convict ships to the math behind a Nobel Prize-winning portfolio, we review the permanent traits of human nature that impact your money and your life.
Support the show
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
Become a TDI-member!
A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!
We are 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, we continue our deep dive into Morgan Housel’s Same As Ever. Instead of trying to guess what the stock market will do next week, we focus on the human behaviors that have remained unchanged for the last 500 years. We explore five timeless themes that explain why staying on top is often much harder than getting there.
We also cover themes like:
The Fragility of Perfection
The Price of Admission
The Red Queen Hypothesis
The Toy Trap
The Grass is Greener (on Bullshit)
We are looking for the behaviors that never change. Because those are the only things we can truly bank on.
Support the show
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
Become a TDI-member!
A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!
We are 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, Mostapha from Compound With AI shares his insights on leveraging artificial intelligence for investing. We discuss his journey from being a value investor to incorporating AI tools into his research process.
Mostapha explains how AI can enhance the speed and depth of your investment research, allowing investors to analyze more stocks in less time. He also answers common misconceptions about AI.
This is the episode for anyone who wants to improve as a long-term investor, save time, and delve deeper than they have in the past.
Support the show
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
Become a TDI-member!
A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!
We are 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.