The Dutch Investors

There are roughly 100,000 people on organ transplant waiting lists in the United States right now. About 20 of them die every single day. Not because there aren't enough willing donors but because of how we transport and preserve organs.

Traditionally, when a donor organ becomes available, it gets put on ice in a cooler and rushed to the recipient hospital. Ice. Like your groceries. And the problem is that this method called static cold storage gives surgeons very little time. A donated heart, for example, starts deteriorating about 4 hours after retrieval. If you can't get it to the...

What does it actually look like to run a highly decentralized, fast-growing group of niche businesses?

In this episode, we sat down with Daniel Zhang, the CXO of Swedish serial acquirer Teqnion. Moving past the typical, surface-level investor questions, this conversation dives straight into the gritty realities of capital allocation, operational mistakes, and the heavy weight of managing public market expectations.

Daniel pulls back the curtain on how Teqnion thinks and operates.

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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

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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.

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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...

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...

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...

Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 20 years. Joel documents his journey on Substack through the Sherwood Investment Letter, focusing heavily on the Nordic markets.

We dive deep into the playbook of serial acquirers; businesses whose entire model is based on buying other niche companies and letting the capital compound. Joel unpacks why the Nordic region has become such a hotbed for these long-term, family-owned compounding machines.

We also get into the psychology of staying objective...

In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG).

We explore how a fine-dining chef accidentally created the fast-casual restaurant category and built a global empire. This deep dive breaks down Chipotle's "Food With Integrity" model, its store-level economics, and the mechanics of the famous burrito flywheel.

We also examine the risks of the food industry, looking at the low barriers to entry, limits on pricing power, and what the current stock valuation actually means for potential investors. Is this a durable, protected business model or a fragile chain...

If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that makes everything from cloud computing to logistics look effortless, Amazon’s true power lies in its hidden, interconnected engine. Jeff Bezos’s long-term vision transformed the world’s shopping habits, but what’s next? How does Amazon defend its dominance, and what vulnerabilities could threaten its empire?

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Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood companies, and the psychological challenges of investing. Discover practical tips, mental models, and lessons learned from years of research and experience.

You can find Aria Radnia's socials here:

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Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them. 

From a small Dutch startup to a $135+ billion market cap giant. In this episode we uncover the secret sauce behind their unrivaled success and how they’re redefining the future of travel booking.

Perfect for investors, industry insiders, and travel enthusiasts, this episode offers an inside look at the machine behind your next trip.

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In 1994, Jeff Bezos saw a number that changed everything: the web was growing at 2,300% per year. He walked away from a high-paying Wall Street career to start an online bookstore.

In this episode of the Dutch Investors Podcast, we explore the psychology behind Amazon’s ascent from a garage to a global powerhouse. We break down the three permanent pillars that make the company an unassailable moat.

Learn why Amazon bets on the things that never change, and how you can apply these timeless lessons to your own portfolio.

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In this episode of The Dutch Investors, we challenge the traditional obsession with beating the market and finding the next hottest stock. Instead of looking at flashy investment manuals, we dive into the world of evolutionary biology to discover a different path to wealth.

Why did the dodo bird really become extinct, and what can a 450-million-year-old sea urchin teach you about investing? We explore the fascinating Nalanda Way, a philosophy inspired by Charles Darwin that prioritizes the art of rejection over the thrill of the hunt.

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