The Dutch Investors

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.
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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.

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.