The Dutch Investors

PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the market has it right or if this is one of the most misunderstood opportunities in finance today. So we sat down with Emir from Type-F Capital, a data-driven equity research analyst who has been following the company's transformation from the inside out.

Emir brings a unique, independent perspective on why the death of PayPal has been greatly exaggerated. Emir covers topics like:
Is PayPal ever turning around?
The KPIs he tracks
The risks and opportunities
Parts he likes and dislikes about the business
And much more.
Emir's socials:
Substack
YouTube
X (Twitter)
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’re looking at why more isn't always better and why the most important changes usually happen when things are falling apart. We start with a brutal truth: a good idea on steroids quickly becomes a terrible one. Whether it’s the tragic story of the tallest man in history or the 73% stock drop Starbucks faced, we see what happens when something grows beyond its convenient size.
We also cover:
The Creative Power of Panic: Why the biggest innovations—from labor laws to the Renaissance—didn't come from happy scientists in labs, but from desperate people trying to survive catastrophes like the Triangle Shirtwaist fire and the Black Death.
Tragedies vs. Miracles: Why it took 40 years to build Silicon Valley Bank but only 36 hours for a panic to burn it down. We look at how "bad news" happens in an instant, while "good news" like Moore’s Law is a slow, boring grind that you only notice after decades.
The Power of Tiny Things: How a single wrong turn by a driver in 1914 triggered a chain reaction that shaped the entire 20th century.
The Rational Optimist: Why you should follow Bill Gates’ lead and save like a paranoid pessimist while investing like a dreamer. We compare the survival of Admiral Stockdale to the tragic race to the South Pole to show why pure optimism is often a death sentence.
If you've ever wondered why the world feels so fragile yet makes so much progress, this episode is for you.
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.

What still holds true, no matter how much the world changes? That is the question we are all left with.
Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. It’s about the patterns that stay the same across generations, and what they mean for how you think about money, fear, and uncertainty.
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 today’s episode, I’m joined by Peter from the Margin of Sanity podcast and Substack. We kick off 2026 by pitching two of our favorite high-conviction companies each. We focused on businesses with durable competitive advantages and valuations that allow us to sleep at night.
Our picks span the globe, featuring a monopoly-like business hiding in plain sight, a Polish compounder, and a Chinese master brand that dominates its category. We also analyze an American powerhouse that has cornered the market on pools, a company that thrives on recurring maintenance.
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.

One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced across 2025.
Wishing you a healthy and successful 2026.
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.