The Dutch Investors

Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down the good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu.  

Is this a strategic move to expand its market share, or a desperate attempt to keep growth alive? We’ll talk about why investors are so divided on Celsius, the risks of competing with Monster and Red Bull, and whether its deal with Pepsi is a blessing or a ticking time bomb.

Some think Cel...

Why do people keep falling for the same investing scams? Why do some companies seem unstoppable while others fade into history? And why does bad advice spread faster than good advice?

In this episode, we’re breaking down five simple but powerful universal laws that explain how the world, but also financial markets, businesses, and investors behave, often in ways you wouldn’t expect. These ideas come from psychology, economics, and even biology, but don’t worry, we’re keeping it practical.

Once you understand these patterns, you’ll start spotting them everywhere. Let’s get into it...

Teqnion just released it's Q4 FY2024 earnings. A quarter so bad, even their own CEO gave it an F. The Swedish serial acquirer, saw its EBITA collapse 58%, EPS drop 62%, and free cash flow crater 34%. The stock got hammered, down over 16% in a single day and then recovering a little bit.

So, what went wrong? Is this just short-term noise, or are there deeper cracks in Teqnion’s foundation? In this episode, we break it down.

3 of the 4 analysts at The Dutch Investors own Teqnion, and we’re taking a hard, honest look at whether this is a...

Hotels or home rentals? The travel industry has two giants fighting for dominance: Booking Holdings and Airbnb. One is the king of hotel bookings, the other changed the way people travel. But which business is stronger? Which has a better future? And most importantly, which stock would we rather own?

In this episode, we break it all down: business models, financials, competitive advantages, and potential risks. Let’s settle this debate once and for all!

🎧 Tune in now!

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Most investors don’t underperform because they’re bad at research or don’t work hard enough, it’s because they’re looking in the wrong places. Or, they simply don't have the time to turn over as many stones as possible.

The truth is, just 4% of stocks drive nearly all market returns. If you’re not finding those winners, you’re missing out.  

In this episode, we break it down:  
✅ Why 80% of your results come from just 20% of your effort
✅ Why deal flow matters more than you think
✅ How to spot potential compounders<...

Some businesses seem untouchable. No matter what the market throws at them, they keep growing, keep making money, and keep leaving competitors in the dust. What’s their secret? A strong, durable moat.

A moat is what protects a company from competition. It’s why you keep using the same software, why some brands can charge more, and why some businesses dominate for decades while others disappear.  

In this episode, we’re breaking it down, what moats are, the different types, and how to spot them. We’ll go through real-world examples, explain why some moats are...

This episode is dedicated to Warren Buffett.

In this episode, we take a closer look at The Warren Buffett Playbook. A tribute to the man behind the title of the world’s most respected investor of all-time. 

Starting with his modest roots in Omaha, we trace Buffett’s journey to becoming a global superstar. Nothing like we have ever seen before. We’ll unpack his investing principles, the strategies behind his decisions, and the timeless wisdom he’s shared with millions. From his approach to building wealth to the habits and philosophies that shaped hi...

When we think of supermarkets, we often associate them with: 1) low margins, 2) boring businesses, and 3) little to no growth potential. And while this is often the case, Dino Polska proves that it can be different!

Over the past five years, this Polish supermarket chain has achieved a revenue CAGR of nearly 32%, an ROIC of over 18%, and exceptionally strong margins for a supermarket (5%+).

Plenty of reasons to take a closer look at this company! We hope you enjoy this (audio) analysis as much as we did.

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It’s that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “10 Stocks That Will 10x Next Year.” Sounds tempting to many. But here’s the truth: these predictions are a scam! They are designed solely to grab your attention. It is wasting your precious time.

In this episode, we’re breaking down the clickbait trap and why hype-driven stock picks mislead investors, how the herd mentality can cost you money, and what smart investors do instead.

We’ll talk about:
✔️ Why these stock list...

Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive marketing, and strategic partnerships.

This is the story of how Monster Beverage, a simple energy drinks company, became the best performing stock over the past 30 years.

Ready to unleash the beast?!

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As 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. From dominant monopolies to high-risk disruptors, we’ve covered businesses across industries and geographies, discovering unique and important lessons along the way.

We’ll discuss lessons learned from standout companies like Visa, ASML, Ryanair, Monster Beverage, Dino Polska, Richemont, Tesla, Amazon, Duolingo, Adyen, Kering, and Airbnb, among others. Each company taught us something. Don’...