Podcast Episodes
Back to Search
#17 | Why most investors underperform | Pareto's law, deal flow and finding the 4%
Episode 17
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, th…
1 year, 3 months ago
#16 | Understanding moats | What they are, why they matter and how to spot them
Episode 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…
1 year, 3 months ago
#15 | The Warren Buffett playbook | The story, secrets and lessons
Episode 15
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 t…
1 year, 3 months ago
#14 | Dino Polska | Fundamental Analysis
Episode 14
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 th…
1 year, 3 months ago
#13 | Why ‘Top 10 stocks for 2025’ lists are a total scam
Episode 13
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…
1 year, 4 months ago
#12 | From bankruptcy to billions | How Monster Beverage became the best performing stock in 30 years
Episode 12
Monster Beverage went from a bankrupt juice company into the best-performing stock over the last three decades through unorthodox branding, aggressiv…
1 year, 4 months ago
#11 | 33 Investing lessons from 33 companies we researched | 2024 in review
Episode 11
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 3…
1 year, 4 months ago
#10 | ASML | Fundamental Analysis Part 2
Episode 10
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…
1 year, 4 months ago
#9 | ASML | Fundamental Analysis Part 1
Episode 9
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 ch…
1 year, 4 months ago
#8 | EssilorLuxottica | A monopoly hidden in plain sight
Episode 8
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 th…
1 year, 4 months ago