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#46 | 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
Episode 46
From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:
LVMHMo-BrukGames…9 months, 3 weeks ago
#45 | The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
Episode 44
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the syste…
10 months ago
#44 | The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
Episode 43
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 …
10 months, 1 week ago
#43 | The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
Episode 42
In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifyi…
10 months, 1 week ago
#42 | Investing in Asian equities and markets | Interview w/ The Asia Economist
Episode 41
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 Si…
10 months, 2 weeks ago
#41 | Mental models every investor should know | Causation vs Correlation | Part 3
Episode 40
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 …
10 months, 3 weeks ago
#39 | Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
Episode 38
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany,…
11 months, 1 week ago
#38 | The story of Chipotle Mexican Grill | What can we learn from its success and failures?
Episode 38
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…
11 months, 1 week ago
#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
Episode 37
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…
11 months, 2 weeks ago
#36 | Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
Episode 36
“Trust is the operating system. Break that, and everything on top becomes fragile.”
This episode is different, and perhaps (read hopefully) the last …
11 months, 2 weeks ago