Explorez tous les épisodes du podcast The Dutch Investors
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Titre
Date
Durée
Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software
24 Apr 2025
01:12:19
In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech.
Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behind Finchat, why he started it, and how it's helping investors around the world save time and make better decisions.
We dive into:
The vision behind Finchat
How Finchat is adding value to users
Lessons learned from building a global software company
What he’s learned from studying serial acquirers
Why KPIs actually matter
The role of AI in investing and where it’s heading
…and much more.
So grab a coffee, tune in, and enjoy this episode with Braden Dennis.
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.
AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
17 Apr 2025
01:39:47
A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs.
Marcin shares what it's like to work at a fast-scaling tech company, how they balance capital efficiency with innovation, and why being headquartered in Poland gives them a unique edge. Whether you're into software, investing, or just love hearing behind-the-scenes stories from growing companies, this one's for you.
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's going on with Celsius stock? | The good, the bad and the $1.8 billion question
22 Feb 2025
00:14:47
Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down the good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu.
Is this a strategic move to expand its market share, or a desperate attempt to keep growth alive? We’ll talk about why investors are so divided on Celsius, the risks of competing with Monster and Red Bull, and whether its deal with Pepsi is a blessing or a ticking time bomb.
Some think Celsius is the next big thing in energy drinks. Others say it’s an overhyped stock with a shaky future. Where does the truth lie? Let’s dive in.
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.
5 Universal laws applied to investing | Part 1
20 Feb 2025
00:14:25
Why do people keep falling for the same investing scams? Why do some companies seem unstoppable while others fade into history? And why does bad advice spread faster than good advice?
In this episode, we’re breaking down five simple but powerful universal laws that explain how the world, but also financial markets, businesses, and investors behave, often in ways you wouldn’t expect. These ideas come from psychology, economics, and even biology, but don’t worry, we’re keeping it practical.
Once you understand these patterns, you’ll start spotting them everywhere. Let’s get into it.
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.
Teqnion’s earnings disaster | A buying opportunity or a red flag?
18 Feb 2025
00:12:51
Teqnion just released it's Q4 FY2024 earnings. A quarter so bad, even their own CEO gave it an F. The Swedish serial acquirer, saw its EBITA collapse 58%, EPS drop 62%, and free cash flow crater 34%. The stock got hammered, down over 16% in a single day and then recovering a little bit.
So, what went wrong? Is this just short-term noise, or are there deeper cracks in Teqnion’s foundation? In this episode, we break it down.
3 of the 4 analysts at The Dutch Investors own Teqnion, and we’re taking a hard, honest look at whether this is a rare buying opportunity, or a warning sign of worse to come.
Tune in now to find out.
You can find the entire free fundamental analysis of Teqnion AB here: https://www.thedutchinvestors.com/post/teqnion
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.
Airbnb vs Booking Holdings | Which company is better?
13 Feb 2025
00:16:20
Hotels or home rentals? The travel industry has two giants fighting for dominance: Booking Holdings and Airbnb. One is the king of hotel bookings, the other changed the way people travel. But which business is stronger? Which has a better future? And most importantly, which stock would we rather own?
In this episode, we break it all down: business models, financials, competitive advantages, and potential risks. Let’s settle this debate once and for all!
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.
Why most investors underperform | Pareto's law, deal flow and finding the 4%
06 Feb 2025
00:14:22
Most investors don’t underperform because they’re bad at research or don’t work hard enough, it’s because they’re looking in the wrong places. Or, they simply don't have the time to turn over as many stones as possible.
The truth is, just 4% of stocks drive nearly all market returns. If you’re not finding those winners, you’re missing out.
In this episode, we break it down: ✅ Why 80% of your results come from just 20% of your effort ✅ Why deal flow matters more than you think ✅ How to spot potential compounders
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.
Understanding moats | What they are, why they matter and how to spot them
30 Jan 2025
00:21:16
Some businesses seem untouchable. No matter what the market throws at them, they keep growing, keep making money, and keep leaving competitors in the dust. What’s their secret? A strong, durable moat.
A moat is what protects a company from competition. It’s why you keep using the same software, why some brands can charge more, and why some businesses dominate for decades while others disappear.
In this episode, we’re breaking it down, what moats are, the different types, and how to spot them. We’ll go through real-world examples, explain why some moats are stronger than others, and look at companies that have built serious defenses around their business.
By the end, you’ll have a clearer idea of what to look for when investing and why moats matter more than hype. Let’s get into it.
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.
The Warren Buffett playbook | The story, secrets and lessons
23 Jan 2025
00:25:35
This episode is dedicated to Warren Buffett.
In this episode, we take a closer look at The Warren Buffett Playbook. A tribute to the man behind the title of the world’s most respected investor of all-time.
Starting with his modest roots in Omaha, we trace Buffett’s journey to becoming a global superstar. Nothing like we have ever seen before. We’ll unpack his investing principles, the strategies behind his decisions, and the timeless wisdom he’s shared with millions. From his approach to building wealth to the habits and philosophies that shaped his incredible success, this episode breaks it all down.
We hope you'll enjoy this episode as much as we did making it.
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.
Dino Polska | Fundamental Analysis
16 Jan 2025
00:43:49
When we think of supermarkets, we often associate them with: 1) low margins, 2) boring businesses, and 3) little to no growth potential. And while this is often the case, Dino Polska proves that it can be different!
Over the past five years, this Polish supermarket chain has achieved a revenue CAGR of nearly 32%, an ROIC of over 18%, and exceptionally strong margins for a supermarket (5%+).
Plenty of reasons to take a closer look at this company! We hope you enjoy this (audio) analysis as much as we did.
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.
Why ‘Top 10 stocks for 2025’ lists are a total scam
09 Jan 2025
00:14:14
It’s that time of year again, when the internet floods with flashy headlines like “Top 5 Stocks to Buy in 2025” or “10 Stocks That Will 10x Next Year.” Sounds tempting to many. But here’s the truth: these predictions are a scam! They are designed solely to grab your attention. It is wasting your precious time.
In this episode, we’re breaking down the clickbait trap and why hype-driven stock picks mislead investors, how the herd mentality can cost you money, and what smart investors do instead.
We’ll talk about: ✔️ Why these stock lists exist. ✔️ The psychological tricks that make people fall for them. ✔️ How long-term investors avoid this noise.
If you’re tired of the hype and want to focus on real investing and wealth creation, this episode is for you.
So grab a coffee, tune in, and let’s talk about what actually works. 🎧
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.
From bankruptcy to billions | How Monster Beverage became the best performing stock in 30 years
02 Jan 2025
00:16:28
Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressive marketing, and strategic partnerships.
This is the story of how Monster Beverage, a simple energy drinks company, became the best performing stock over the past 30 years.
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.
A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
10 Apr 2025
00:53:14
What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.
Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belonging, one that fans dedicate years on. It allows Games Workshop to ask a big premium on its products, just like LEGO. But does that translate into a great investment?
In this special episode, I sat down with Sonny from Secret Sauce Investing on Substack, who has owned Games Workshop since 2021 and knows the company inside and out. He helped us analyze and figure out makes Games Workshop so profitable, resilient, and yet risky at the same time.
If you want to understand how a niche company has realized a 16% CAGR on its stock price since 1995, hit play and find out!
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.
33 Investing lessons from 33 companies we researched | 2024 in review
28 Dec 2024
00:35:23
As 2024 comes to a close, we take a moment to reflect on an incredible year of deep dives and discoveries. In this special finale episode, we share 33 investing lessons from the 33 companies we analyzed this year at The Dutch Investors. From dominant monopolies to high-risk disruptors, we’ve covered businesses across industries and geographies, discovering unique and important lessons along the way.
We’ll discuss lessons learned from standout companies like Visa, ASML, Ryanair, Monster Beverage, Dino Polska, Richemont, Tesla, Amazon, Duolingo, Adyen, Kering, and Airbnb, among others. Each company taught us something. Don’t miss this informative year-end episode. It’s packed with lessons you can carry into the new year.
Before we dive in, a brief reminder: our founding price ends tomorrow, December 29th. If you’ve been thinking of joining us at www.thedutchinvestors.com, now is your chance to lock in before prices increase.
Enjoy these final days of 2024, and tune in as we celebrate the lessons, insights, and milestones of the year. Here’s to a prosperous 2025! A heartfelt thank you to our listeners and TDI members for an amazing 2024! We couldn’t have done it without you!
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.
ASML | Fundamental Analysis Part 2
26 Dec 2024
01:04:20
Mathijs and Bouke return with part two of their deep dive into ASML.
We're now zooming in on what makes ASML a potential investment opportunity after revealing the science behind the most complex machine on earth.
In this episode, you’ll learn: 🎄 About ASML’s management team 🎄 How this company generates exceptional cash flows 🎄 If ASML’s stock is attractively valued
Join them for the second and final part of this fundamental analysis and find out why ASML, both Bouke and Mathijs own this company. A perfect follow-up to last yesterday's episode!🎁
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.
ASML | Fundamental Analysis Part 1
25 Dec 2024
01:16:05
Join Bouke and Mathijs as they unwrap the secrets of ASML, the Dutch semiconductor company that plays a pivotal role in producing the cutting-edge chip machines. As proud Dutchmen, we're excited to dive deep into this technological mystery and make its complexities accessible for all.
In this first part of our free in-depth analysis, we'll explore: 🎄 The ingredients behind the most complex machine on earth 🎄 The intricate value chain within the chip industry 🎄 How ASML’s unique culture built a global monopoly
Perfectly timed for the holiday season, this episode is a gift of knowledge you won’t want to miss. 🎁🎅
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.
EssilorLuxottica | A monopoly hidden in plain sight
19 Dec 2024
00:14:27
What if I told you that the glasses you wear, whether they contain the Chanel, Dolce & Gabbana, Ferrari or Brunello Cucinelli brand, all come from the same company. In this eye-opening episode, we uncover the hidden monopoly (pun intended) behind the eyewear industry, EssilorLuxottica.
Luxottica's dominance is remarkable for a company that doesn't put its logo on its products. This low-profile approach, inspired by founder Leonardo Del Vecchio, contrasts with other brands' heavy self-promotion. EssilorLuxottica's low profile is a deliberate strategy crafted by its founder, Leonardo Del Vecchio, known as 'Mr. Nobody' for the mystery surrounding him and his company. His master plan for Luxottica was initially met with skepticism but was executed to perfection until his passing.
This episode explores how Luxottica crafted its eyewear monopoly and what sets EssilorLuxottica apart in the market. You're in for a fascinating look at the publicly listed eyewear company, hiding in plain sight.
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.
Visa | The evolution of the payments industry
12 Dec 2024
00:17:17
Ever wondered what really happens when you swipe your card? In this episode, we uncover the fascinating world of payments, focusing on one of the biggest players in the game: Visa.
From the history of money to the incredible network behind modern transactions, this episode will change how you think about every payment you make. We'll try to make it in-depth yet simple to understand.
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.
Laws of luxury | A luxury industry deep dive
05 Dec 2024
00:22:11
Luxury doesn’t play by the rules of traditional marketing, it rewrites them entirely.
In this episode, we dive into the fascinating (anti)-marketing laws of luxury that keep the industry exclusive, aspirational, and unlike anything else.
Why do true luxury brands avoid discounts, embrace imperfections, and let creators, not consumers, lead the way?
How does scarcity fuel desire?
Why does waiting actually make luxury more desirable?
We’ll break it all down. Join us for this deep dive into the anti-laws of luxury!
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.
The man who beat Wall-Street and casinos | Edward Thorp’s investing and life lessons
28 Nov 2024
00:11:34
The story of how one man outsmarted both the casinos of Las Vegas and Wall Street.
In this episode, we tell you the inspiring story of Edward Thorp, a math teacher who turned gambling into science and investing into an art. Find out how he reshaped blackjack, foresaw Warren Buffett’s rise, and even spotted one of the biggest financial frauds in history. It'll be a fun one! Hit play to dive in!
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.
The luxury pyramid | A luxury industry deep dive
23 Nov 2024
00:16:57
Luxury isn’t just about price; it’s about psychology, status, and the fascinating pyramid of luxury.
In this episode, we break down the tiers of luxury, explore the emotional allure of high-end goods, and uncover why some brands soar while others fall. Want a more profound understanding of the luxury industry? Then listen now!
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.
The psychology of luxury | A luxury industry deep dive
21 Nov 2024
00:14:05
Welcome to episode 3 of The Dutch Investors podcast! This is part 1 of the luxury industry deep dive series, where we try to uncover all the (hidden) secrets of the luxury industry.
Why? Because the luxury industry is a strange world. It breaks traditional economic rules and taps into our deepest human desires and behaviors. The best luxury brands know exactly how to play on our needs and desire. But why are people so drawn to luxury? And what makes someone willing to spend insane amounts on certain brands, products, and experiences?
In this episode, we dive into the fascinating paradox of luxury. Are you ready to change the way you think about luxury? Let’s dive in!
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.
ASML | Risks and the role of cyclicality
17 Nov 2024
00:11:38
In this episode, we’re taking a deep dive into the uncertainties ASML faces and how the semiconductor industry’s cyclical nature impacts its future. We break down the key risks ASML encounters, the role of cyclicality and what it means for investors.
Join us to understand why investing in top companies isn’t just about the upside, but about smartly managing risks. Whether you’re curious about ASML’s technology or want a clearer perspective on the role of cycles in markets, this episode will help you.
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.
Why Heico will become a 1000-bagger stock
03 Apr 2025
00:09:06
A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to many. What’s their secret and could it still become a 1000-bagger?
In this episode, we break down: 🚀 Why Heico dominates their industry 🛠️ The secret sauce behind their success and business model 📈 Why its acquisition strategy is one-of-a-kind
Tune in to find out.
For the entire company deep dive (written and podcast), check out: https://www.thedutchinvestors.com/tdi-database
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.
ASML | Cracking the semiconductor code
16 Nov 2024
00:12:10
Welcome to the first episode of Cracking the ASML Code.
In this episode, we delve into the world of ASML, a company so critical to modern technology that major tech giants, and possibly the global economy itself, would feel the impact if it ceased to exist. ASML is the backbone of the semiconductor industry, powering devices we rely on daily with its world-leading lithography machines.
We'll explore why ASML's stock recently took a hit, discuss the industry’s cyclic nature, and tell you what this means for long-term investors.
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.
Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
27 Mar 2025
00:42:17
Today’s episode is a real treat. We sit down with Alex Morris, the founder of TSOH Investment Research and the author of Buffett and Munger Unscripted. If you’ve ever wondered what it’s really like to study two of the greatest investors of all time, beyond the quotes, beyond the headlines, this is the conversation for you.
In this episode, Alex opens up about his decade-long career as a buy side analyst, why he started writing online, and how his deep admiration for Buffett and Munger evolved into a full-fledged book project. We talk about what surprised him most while researching the duo, the most misunderstood parts of their investing mindset, and much more!
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.
Investing is a game of contradictions
23 Mar 2025
00:14:57
What if I told you that in investing, black-and-white thinking is your biggest enemy? That the market can be overpriced… and still keep going up. That a stock can look expensive… and still be a bargain. That the safest-looking company… might be the riskiest bet on the board.
In this episode, we dive deep into the strange, frustrating, and fascinating world of investing contradictions, the kind that trip up beginners and challenge even the best investors in the game.
If you’ve ever felt stuck between what should work and what actually happens, this one’s for you.
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 a century old Artic expedition and investing have in common
18 Mar 2025
00:10:11
Imagine battling brutal cold, starvation, 1000s of miles from home, facing the unknown. Over 100 years ago, two teams set out on a treacherous journey to discover the Arctic, but only one team made it back alive.
Their secret was a strategy that also happens to be the key to successful investing.
In this episode, we reveal the surprising parallels between one of history’s most dangerous expeditions and the world of investing.
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.
A company more exclusive than Hermès and Ferrari | The world’s most exclusive business
13 Mar 2025
00:10:11
Luxury handbags and supercars are exclusive, but nothing compares to this ultra-luxury business. In this episode, we dive into The Italian Sea Group, one of the world’s most prestigious yacht builders, crafting vessels that cost more than entire skyscrapers.
We’ll explore:
Why the ultra-wealthy are immune to market downturns.
How this company compares to luxury giants like Ferrari and Hermès.
Why its business model is one of the most resilient in the world.
Plus, we’ll break down the economics of mega-yachts, what makes them the ultimate status symbol, and whether The Italian Sea Group is worth exploring. (Short answer, yes it is!)
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.
A 170-year-old French compounder | w/ Heavy Moat Investments | Free Robertet Fundamental Analysis
06 Mar 2025
00:53:09
In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market.
As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries.
In this episode, we talk about:
Robertet's history
The business model
The sector & industry
Competitve advantage
Financials
Management
And valuation
We hope you enjoy, learn and gain some new insights!
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.
How Greggs took over Britain | One sausage roll at a time
27 Feb 2025
00:09:29
Greggs went from a small-town bakery in Newcastle to a Britisch cultural icon, selling millions of sausage rolls a week and even outselling Starbucks 2x in coffee. But how did they do it?
In this episode, we break down the strategy that made Greggs a household name, why their business model works so well, and whether they can keep growing, or if they’re running out of room.
Main topics:
🥖 From a single bakery to a cultural icon 💰 The secret(s) to Greggs’ success ⚠️ What's next for Greggs?
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.
Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
24 Jul 2025
01:05:46
What does it take to be a great investor?
In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes.
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.
6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
17 Jul 2025
00:19:46
From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:
LVMH
Mo-Bruk
Games Workshop
Portillo's
Hims & Hers Health
Microsoft
Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can learn and take with us when analyzing other businesses.
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.
Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
29 May 2025
00:47:24
In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market.
We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique business model, what their strongest asset may be, and whether the valuation is attractive today.
Furthermore, we also cover:
The company’s explosive rise during the UK gin boom
Why its U.S. expansion could be a game-changer
The risks of staying premium in a cost-conscious world
Fever Tree’s brand strength vs. giants like Coca-Cola
Red flags
And much more!
If you’re a long-term investor, who loves consumer brands, and is wondering if tonic water can be a serious investment idea, this one is for you.
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.
Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
26 May 2025
00:22:43
“Trust is the operating system. Break that, and everything on top becomes fragile.”
This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you support him or not. It’s about what happens when predictability fades, alliances weaken, and countries are forced to rethink their dependencies.
If you want to understand the long-term implications, this will be good.
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.
Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
22 May 2025
01:14:02
In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities.
In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA), Sygnity ($SGN.WA), Synektik ($SNT.WA), Benefit Systems ($BFT.WA), Cyber_Folks ($CBF.WA), Vercom ($VRC.WA), CD Projekt ($CDR.WA), Budimex ($BDX.WA), Decora (DCR.WA), Asseco ($ACP.WA), Creotech Instruments (CRI.WA), Bioceltix (BCX.WA), Auto Partner ($APR.WA), and Text ($TXT.WA).
We also explore Kamil’s investing philosophy, the developing Polish investment landscape, key trends in the market, and the opportunities he sees for investors in Poland. I believe this episode is packed with valuable insights.
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.
The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis
15 May 2025
01:07:19
Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible?
In this episode, I’m joined by Brett Schafer from Chit Chat Stocks to break down Portillo’s from every angle: the unit economics, growth strategy, margins, culture, and the big question, can this concept scale beyond Chicago without losing what makes it special?
We also cover key KPIs to watch in restaurant stocks, why Brett owns Portillo’s, what could go wrong, and what a best-case scenario might look like. This is an episode you won’t want to miss.
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.
5 Mental models for investors
08 May 2025
00:25:19
In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more like showing how the smartest minds, from investors to scientists, deal with complexity.
You’ll hear how ancient myths, gym workouts, and even birds with weird beaks somehow all tie back to making smarter investing choices.
Grab a coffee, take a walk, and get ready to rethink how you think.
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.
5 Universal laws applied to investing | Part 2
01 May 2025
00:14:39
Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make.
In this episode, we explore five more universal laws that shape investing in ways most people never consider. From why old ideas tend to outlast new ones to how feeling safer can actually make us take bigger risks, these concepts explain why markets move the way they do, and why investors so often repeat the same missteps.
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.
The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
10 Jul 2025
00:50:58
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research.
We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geography and market maturity impact your odds of finding outlier businesses. Kevin also walks us through a real-life case study, his number one portfolio position, and explains exactly how he found it, what stood out, and why it's a textbook example of hidden potential.
If you’re looking to build a research funnel, or simply understand how to think about holding periods, portfolio size, and identifying winners, this episode is for you.
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.
The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
06 Jul 2025
00:08:32
Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places.
It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves.
What does it have to do with investing? More than you might think.
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.
The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
03 Jul 2025
01:06:12
In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers.
We explore how to develop true conviction in a stock, the mental traps that sabotage long-term returns, and why writing down your thesis can be so powerful.
If you've ever wondered how great investors spot multi-baggers before the crowd does, or how to hold on when the market tests your resolve, this episode offers a masterclass in both mindset and method.
🎧 Part 2 coming soon, where we’ll go deeper into systems, tools, and actionable processes. Stay tuned.
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.
Investing in Asian equities and markets | Interview w/ The Asia Economist
26 Jun 2025
01:22:51
In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out.
We cover a wide range of topics, from shifting global dynamics to overlooked opportunities in Asia.
We talked about:
Geopolitical realignment between US-EU-China
Decoupling of global supply chains
Demographic tailwinds
Future of India and China
China’s evolving role
Information asymmetry
The challenge of understanding Asia from afar
This podcast is a must-listen for anyone interested in the factors that will shape the Asian century.
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.
Mental models every investor should know | Causation vs Correlation | Part 3
19 Jun 2025
00:10:21
Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely.
In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns isn’t the same as understanding them.
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.
3 Mental models for investors
12 Jun 2025
00:24:05
Welcome back to The Dutch Investors Podcast.
If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think.
These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into.
If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to support what we’re building.
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.
Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
05 Jun 2025
00:56:40
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany,
We delve into:
The origins and philosophy of Heavy Moat Investments
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.
The story of Chipotle Mexican Grill | What can we learn from its success and failures?
01 Jun 2025
00:13:18
In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund his dream restaurant turned into a global burrito business worth billions. But it wasn’t all guac and glory.
The main focus of the episode is, what can we, as investors, learn from this story? This episode is stuffed with business lessons (and a few food puns, sorry not sorry).
Want the full fundamental analysis of Chipotle Mexican Grill? Click here.
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.