Podcast Episodes
Back to Search#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men
Episode 65
It’s one of Charlie Munger’s most famous warnings, and for good reason.
In this episode, we talk about the three temptations that have destroyed more …
6 months ago
#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
Episode 64
In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the part…
6 months ago
#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing
Episode 63
Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pione…
6 months, 1 week ago
#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era
Episode 62
After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has dec…
6 months, 2 weeks ago
#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
Episode 61
Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tec…
6 months, 3 weeks ago
#60 | Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs
Episode 60
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Adyen has delivered a 14% CAGR since going public in 2019. Operating i…
6 months, 4 weeks ago
#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics
Episode 59
In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built…
7 months ago
3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1
Episode 51
A brand-new format: TDI Stock Ideas, to expand your investing universe. Each of these companies passes many of our pre-screening quality criteria. Th…
7 months, 1 week ago
#58 | From caveman to capitalism | An (im)perfect system
Episode 58
In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play For…
7 months, 1 week ago
#57 | Palantir decoded | AI king or selling smoke? w/ Type-F Capital
Episode 57
In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics sp…
7 months, 2 weeks ago