top of page
Membership
TDI Podcast
About
The Dutch Investors
The Team
More
Use tab to navigate through the menu items.
Become a member
TDI Dashboard
Log In
Analyses
2024
2025
Audio Analyses
Portfolios
Mathijs
Bouke
Siem
Bonus
Industry Reports
Interviews
Watchlist
Tools
Library
Help & Feedback
Community
More
Use tab to navigate through the menu items.
Sign in
Palantir, data & AI
Moats, competition, digital & AI
Microsoft - Part 2
Opportunity costs, SaaS, AI, and investing
AI, SaaS and Polish tech
Taiwan Semiconductor Manufacturing Company
Text S.A.
ASML - Part 2
ASML - Part 1
Duolingo
Tesla
Amazon.com
bottom of page