The Dutch Investors

Join Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and make its complexities accessible for all.In this first part of our free in-depth analysis, we'll explore:🎄 The ingredients behind the most complex machine on earth🎄 The intricate value chain within the chip industry🎄 How ASML’s unique culture built a global monopolyPerfectly timed for the holiday season, this episode is a gift of knowledge you won’t want to miss. 🎁🎅Send us a message You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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.

What if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same company. In this eye-opening episode, we uncover the hidden monopoly  (pun intended)  behind the eyewear industry, EssilorLuxottica.Luxottica's dominance is remarkable for a company that doesn't put its logo on its products. This low-profile approach, inspired by founder Leonardo Del Vecchio, contrasts with other brands' heavy self-promotion. EssilorLuxottica's low profile is a deliberate strategy crafted by its founder, Leonardo Del Vecchio, known as 'Mr. Nobody' for the mystery surrounding him and his company. His master plan for Luxottica was initially met with skepticism but was executed to perfection until his passing.This episode explores how Luxottica crafted its eyewear monopoly and what sets EssilorLuxottica apart in the market. You're in for a fascinating look at the publicly listed eyewear company, hiding in plain sight.Send us a message You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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 wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest players in the game: Visa. From the history of money to the incredible network behind modern transactions, this episode will change how you think about every payment you make. We'll try to make it in-depth yet simple to understand.Ready to talk payments? Dive in!Send us a message You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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.

Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely.In this episode, we dive into the fascinating (anti)-marketing laws of luxury that keep the industry exclusive, aspirational, and unlike anything else. Why do true luxury brands avoid discounts, embrace imperfections, and let creators, not consumers, lead the way? How does scarcity fuel desire?Why does waiting actually make luxury more desirable? We’ll break it all down. Join us for this deep dive into the anti-laws of luxury!Send us a message You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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.