The Dutch Investors

While doing a deep dive into The Walt Disney Company, we stumbled upon something unexpected: Disney characters have been dispensing timeless financial wisdom for decades.
In this episode, we break down seven classic Disney lines and explore what they can teach us about market psychology, risk management, and the power of long-term compounding.
It'll be a magical, somewhat nostalgic episode. 🌟
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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.

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Every year, millions of acres of forest burn across North America, threatening thousands of homes and costing billions of dollars in damage. The biggest challenge in stopping a megafire isn't a lack of brave firefighters or aircraft but that water alone evaporates almost instantly in extreme heat.
Traditionally, when a wildfire breaks out, firefighting crews rely on dropping water or short-term suppressants directly on the flames. But in scorching temperatures and high winds, water dries up before it can slow down the fire's edge. By the time ground crews arrive or wind conditions shift, the flames have already jumped the line, leaving communities defenseless.
Perimeter Solutions built the answer to that challenge.
Through its flagship chemical retardant, PHOS-CHEK, Perimeter provides a long-term fire retardant that alters the flammability of forest fuels even after the water completely evaporates. Dropped from specialized air tankers, it lays down an impenetrable red barrier ahead of the flames, buying critical time for ground crews to contain the inferno. Paired with a massive, integrated network of over 150 airbase locations and specialized mixing equipment, Perimeter doesn't just sell the chemical—they ensure that when a fire strikes, the retardant is mixed, loaded, and in the air with zero room for failure.
Want more of Joep?
➡️ LinkedIn
➡️ Tresor Capital
🎧 Deep dive on TransMedics with Joep
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Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
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24/7 live access to our personal portfolio's
All our buys & sells
And much more!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
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🎁 Proud partners of PDT. Save 15% on any PDT plan! 
🎁 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.

Most investors chase after what’s visible—the numbers on the chart, the market share, the growth rate. But what if what truly matters is hidden? Secrets that even the wealthiest can’t buy, no matter how deep their pockets. Rare, uncopyable qualities that create impenetrable moats around the business castles of tomorrow.
In part two of our deep dive into competitive advantages, we leave the easily measurable financial metrics behind to explore the four most elusive, bulletproof structures in the business world. These are the invisible forces that deep pockets cannot replicate, concluding with the single most powerful strategy that most analysts miss entirely.
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Support the show
Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 Proud partners of PDT. Save 15% on any PDT plan! 
🎁 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, Niklas and Bouke dive deep into Shift4's four segments. While the underlying business has performed remarkably well, Shift4's share price has declined by over 50%. What's going on here?
Shift4 is a fintech company operating in the payments space. It provides end-to-end payment processing solutions, combining software, hardware, and payment gateway services into one platform. The company serves merchants in industries such as restaurants, hospitality, retail, and entertainment, enabling them to accept transactions both in-store and online. 
To read our 30-page analysis on Shift4, become a TDI Member.
To follow more of Niklas's work, click here.
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Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 Proud partners of PDT. Save 15% on any PDT plan! 
🎁 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.

🎁 Special Announcement: To celebrate Siem's upcoming wedding on July 1st, we are giving away 30 days of full, unrestricted access to the TDI Terminal completely free. No credit card required! Head over to thedutchinvestors.com to claim your access. If you want to drop us a wedding gift, please leave a 5-star review on your favorite podcast app!
Every investor has heard the word moat, but how do you separate a genuine corporate stronghold from a company that just had a few lucky quarters?
In part one of this special two-part series, we break down four traditional competitive advantages that leave a clear, visible trail right in the financial statements. These are the structural frameworks that allow elite companies to widen their market share, slash unit costs, and lock out the competition.
Support the show
Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
A new company deep dive every 14 days!
Professional investing tools
Live company financials and KPIs
Exclusive TDI-member community
24/7 live access to our personal portfolio's
All our buys & sells
And much more!
➡️ www.TDI-Terminal.com
You can also find us on:
X ⁠@DutchInvestors⁠
Substack ⁠@The Dutch Investors⁠
Instagram ⁠@The Dutch Investors⁠
🎁 Proud partners of PDT. Save 15% on any PDT plan! 
🎁 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.