The Dutch Investors

In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe' strategies can sometimes be the riskiest moves of all, how the psychology of the ultra-wealthy defies economic rules, and why the most powerful moats are often found in the unsexiest industries.We uncover the truths learned from over 1,600 hours of research.Enjoy.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.

Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices.I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Cellebrite's history from the infamous San Bernardino Apple vs. FBI case to its current status as a market leader in a global duopoly.We discuss how their technology actually works, the backlog of digital evidence facing police departments, and why this mission-critical software creates an incredibly sticky 'heavy moat' business. Finally, we break down the valuation, the risks of encryption, and why we believe Cellebrite is perfectly positioned for a potential buyout.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.

Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine our investing universe.In this series, we are sharing the output of that massive project.In Part 1 of this special 3-part series, we are opening up our research notes to share the biggest lessons learned from expanding our universe. We kick things off by looking at what separates a good business from a superb one and why high margins don't always equal a durable moat.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.

Follow Secret Sauce Investing on SubstackNintendo is one of those companies everyone knows.In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint.This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away.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.

Due to problems with the RSS feed, this episode was re-uploaded.Follow John Lin on LinkedInIn this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chinese and Western business models. The conversation explores strategies for competing with Chinese companies, the rapid growth and profitability of Chinese e-commerce platforms, and China's global expansion strategy.We talk about the importance of collaboration over competition and addresses the media bias that often skews perceptions of China's technological advancements. He also provides investment insights into promising Chinese companies and discusses the differences in AI development between China and the West.The Chinese are coming. Enjoy.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.