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#93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins
Episode 93
In this episode of the TDI Podcast, we are doing a deep dive into a company that breaks almost every rule taught in business school: Texas Roadhouse.…
5 hours ago
#92 | 3 Mental models for investors
Episode 39
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 mode…
1 week ago
#91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One
Porsche, once the undisputed profit engine of the automotive world, is facing its most serious challenge yet. Following a staggering 92.7% collapse i…
2 weeks ago
#90 | Serial Acquirers, The Long View & Nordic Compounders | Interview w/ Joel Sherwood
Welcome back to The Dutch Investors podcast. In this episode, we sit down with Joel Sherwood, an American investor who has lived in Sweden for over 2…
3 weeks ago
#89 | Chipotle Mexican Grill Deep Dive | A Recipe for Success or Disaster?
In episode #91, we dive into the business behind the burrito: Chipotle Mexican Grill (NYSE: CMG).
We explore how a fine-dining chef accidentally creat…
4 weeks ago
#88 | Amazon Deep Dive | Inside The Everything Store Flywheel
If you think Amazon is just an online retailer, think again. From dismantling physical friction with the internet to building an infrastructure that …
1 month ago
#87 | Misunderstood Quality & First Principles | Interview w/ Aria Radnia
Join us for an insightful conversation with Aria Radnia as he shares his journey into investing, his approach to analyzing high-quality misunderstood…
1 month, 1 week ago
#86 | Booking Holdings Deep Dive | The World's Best Online Travel Agency?
Most companies struggle to stay afloat in the hyper-competitive and efficient world of online travel, but Booking Holdings ain't one of them.
From a …
1 month, 2 weeks ago
#85 | Amazon's 3 Pillars of Success
In 1994, Jeff Bezos saw a number that changed everything: the web was growing at 2,300% per year. He walked away from a high-paying Wall Street caree…
1 month, 3 weeks ago
#84 | What Darwin taught us about Investing
In this episode of The Dutch Investors, we challenge the traditional obsession with beating the market and finding the next hottest stock. Instead of…
2 months ago