The Dutch Investors
Duración total:
28 h 12 min
Palantir decoded | AI king or selling smoke? w/ Type-F Capital
The Dutch Investors
93:16
New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson
The Dutch Investors
105:54
Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell
The Dutch Investors
34:05
Serial acquirers & holding companies w/ Michael Gielkens
The Dutch Investors
81:05
The AI-bubble 🫧
The Dutch Investors
14:25
Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
The Dutch Investors
47:36
Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
The Dutch Investors
72:36
LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
The Dutch Investors
82:43
The shared playbook of LVMH and Constellation Software
The Dutch Investors
10:33
Quality investing, optionality and conviction | Interview w/ Ryan Henderson
The Dutch Investors
66:58
Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
The Dutch Investors
65:46
6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
The Dutch Investors
19:46
The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
The Dutch Investors
50:58
The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
The Dutch Investors
08:32
The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
The Dutch Investors
66:12
Investing in Asian equities and markets | Interview w/ The Asia Economist
The Dutch Investors
82:51
Mental models every investor should know | Causation vs Correlation | Part 3
The Dutch Investors
10:21
3 Mental models for investors
The Dutch Investors
24:05
Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
The Dutch Investors
56:40
The story of Chipotle Mexican Grill | What can we learn from its success and failures?
The Dutch Investors
13:18
Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
The Dutch Investors
47:24
Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
The Dutch Investors
22:43
Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
The Dutch Investors
74:02
The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis
The Dutch Investors
67:19
5 Mental models for investors
The Dutch Investors
25:19
5 Universal laws applied to investing | Part 2
The Dutch Investors
14:39
Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software
The Dutch Investors
72:19
AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
The Dutch Investors
99:47
A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
The Dutch Investors
53:14
Why Heico will become a 1000-bagger stock
The Dutch Investors
09:06
Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
The Dutch Investors
42:17
Investing is a game of contradictions
The Dutch Investors
14:57
What a century old Artic expedition and investing have in common
The Dutch Investors
10:11
A company more exclusive than Hermès and Ferrari | The world’s most exclusive business
The Dutch Investors
10:11
A 170-year-old French compounder | w/ Heavy Moat Investments | Free Robertet Fundamental Analysis
The Dutch Investors
53:09
How Greggs took over Britain | One sausage roll at a time
The Dutch Investors
09:29
What's going on with Celsius stock? | The good, the bad and the $1.8 billion question
The Dutch Investors
14:47
5 Universal laws applied to investing | Part 1
The Dutch Investors
14:25
Teqnion’s earnings disaster | A buying opportunity or a red flag?
The Dutch Investors
12:51
Airbnb vs Booking Holdings | Which company is better?
The Dutch Investors
16:20
