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#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson
Episode 56
Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a fron…
7 months, 3 weeks ago
#55 | Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell
Episode 48
After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employ…
8 months ago
#54 | Serial acquirers & holding companies w/ Michael Gielkens
Episode 54
We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and dow…
8 months, 1 week ago
#53 | The AI-bubble 🫧
Episode 53
We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie…
8 months, 2 weeks ago
#52 | Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
Episode 52
In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits…
8 months, 3 weeks ago
#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
Episode 51
In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack h…
9 months ago
#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
Episode 50
As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s …
9 months ago
#49 | The shared playbook of LVMH and Constellation Software
Episode 49
At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software…
9 months, 1 week ago
#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson
Episode 47
In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Sto…
9 months, 2 weeks ago
#47 | Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
Episode 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 gr…
9 months, 2 weeks ago