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#66 \| Lesson from Charlie Munger and Warren Buffett on value investing \| Superinvestors Ep. 1	The Dutch Investors	21:44
#65 \| Liquor, Ladies & Leverage \| The three L’s that ruin great men	The Dutch Investors	13:48
#64 \| Alphabet Deep Dive \| Other bets & Valuation w/ Secret Sauce Investing \| Part 2	The Dutch Investors	23:06
#63 \| Alphabet Deep Dive \| Will AI destroy Google’s search empire? w/ Secret Sauce Investing	The Dutch Investors	66:43
#62 \| Interview w/ Nedap CEO Ruben Wegman \| The end of an era	The Dutch Investors	42:49
#61 \| 3 Lessons from Prosus and Tencent \| The art of capital allocation	The Dutch Investors	13:17
#60 \| Adyen Deep Dive \| Who will win in payments? \| By TDI-founders Bouke and Mathijs	The Dutch Investors	77:29
#59 \| Cake Box Deep Dive w/ Paul Zbikowski \| Sweet economics	The Dutch Investors	60:15
#58 \| From caveman to capitalism \| An (im)perfect system	The Dutch Investors	16:05
#57 \| Palantir decoded \| AI king or selling smoke? w/ Type-F Capital	The Dutch Investors	93:16
#56 \| New rules of competitive advantages and competition \| Moats & Marathons w/ Jeffrey Towson	The Dutch Investors	105:54
#55 \| Inside Adyen's HQ \| About its moat, culture and competition \| An interview w/ Tarik Manfrinato and Maggie O'Donnell	The Dutch Investors	34:05
#54 \| Serial acquirers & holding companies w/ Michael Gielkens	The Dutch Investors	81:05
#53 \| The AI-bubble 🫧	The Dutch Investors	14:25
#52 \| Bear, base & bull case for global spirits \| Uncorked w/ Secret Sauce Investing	The Dutch Investors	47:36
#51 \| Value investing in the digital age, earnings power & tech moats \| Interview w/ Adam Seessel	The Dutch Investors	72:36
#50 \| LVMH Deep Dive \| True luxury or premium? w/ Secret Sauce Investing	The Dutch Investors	82:43
#49 \| The shared playbook of LVMH and Constellation Software	The Dutch Investors	10:33
#48 \| Quality investing, optionality and conviction \| Interview w/ Ryan Henderson	The Dutch Investors	66:58
#47 \| Strategic mediocrity, owner mindset & conviction \| Interview w/ Dan Shuart from Eagle Point Capital	The Dutch Investors	65:46
#46 \| 6 lessons from 6 companies we analyzed \| From toxic waste to billion dollar companies	The Dutch Investors	19:46
#45 \| The multibagger playbook \| Interview w/ 100-bagger hunting \| Part 2	The Dutch Investors	50:58
#44 \| The soldiers who didn't shoot \| A story of war, humanity, and the cost of pessimism	The Dutch Investors	08:32
#43 \| The art of finding multibaggers \| Interview w/ 100-bagger hunting \| Part 1	The Dutch Investors	66:12
#42 \| Investing in Asian equities and markets \| Interview w/ The Asia Economist	The Dutch Investors	82:51
#41 \| Mental models every investor should know \| Causation vs Correlation \| Part 3	The Dutch Investors	10:21
#40 \| 3 Mental models for investors	The Dutch Investors	24:05
#39 \| Quality investing, moats and valuation \| Interview w/ Niklas from Heavy Moat Investments	The Dutch Investors	56:40
#38 \| The story of Chipotle Mexican Grill \| What can we learn from its success and failures?	The Dutch Investors	13:18
#37 \| Fever-Tree Deep Dive \| Built to be bought w/ Secret Sauce Investing	The Dutch Investors	47:24
#36 \| Thoughts on Trump, trade wars, tariffs, and trust \| Are we repeating history?	The Dutch Investors	22:43
#35 \| Polish companies, strategies and future \| Interview w/ Kamil the head of IR at Budimex	The Dutch Investors	74:02
#34 \| The highest AUV restaurant you've never heard of w/ Brett Schafer \| Portillo's Deep Dive	The Dutch Investors	67:19
#33 \| 5 Mental models for investors	The Dutch Investors	25:19
#32 \| 5 Universal laws applied to investing \| Part 2	The Dutch Investors	14:39
#31 \| Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software	The Dutch Investors	72:19
#30 \| AI, SaaS, and scaling from Poland \| A conversation w/ the head of IR at Text S.A.	The Dutch Investors	99:47
#29 \| A nerdy UK compounder with software-like margins \| w/ Secret Sauce Investing \| Free Games Workshop Fundamental Analysis	The Dutch Investors	53:14
#28 \| Why Heico will become a 1000-bagger stock	The Dutch Investors	09:06
#27 \| Buffett and Munger Unscripted \| Interview w/ author Alex Morris on investing and timeless lessons	The Dutch Investors	42:17

#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1

The Dutch Investors

21:44

#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men

The Dutch Investors

13:48

#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2

The Dutch Investors

23:06

#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing

The Dutch Investors

66:43