The Dutch Investors

49 Epizód

1. The shared playbook of LVMH and Constellation Software

   Közzétéve: 2025. 08. 07.
2. Quality investing, optionality and conviction | Interview w/ Ryan Henderson

   Közzétéve: 2025. 07. 31.
3. Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital

   Közzétéve: 2025. 07. 24.
4. 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies

   Közzétéve: 2025. 07. 17.
5. The multibagger playbook | Interview w/ 100-bagger hunting | Part 2

   Közzétéve: 2025. 07. 10.
6. The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism

   Közzétéve: 2025. 07. 06.
7. The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1

   Közzétéve: 2025. 07. 03.
8. Investing in Asian equities and markets | Interview w/ The Asia Economist

   Közzétéve: 2025. 06. 26.
9. Mental models every investor should know | Causation vs Correlation | Part 3

   Közzétéve: 2025. 06. 19.
10. 3 Mental models for investors

    Közzétéve: 2025. 06. 12.
11. Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments

    Közzétéve: 2025. 06. 05.
12. The story of Chipotle Mexican Grill | What can we learn from its success and failures?

    Közzétéve: 2025. 06. 01.
13. Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

    Közzétéve: 2025. 05. 29.
14. Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?

    Közzétéve: 2025. 05. 26.
15. Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex

    Közzétéve: 2025. 05. 22.
16. The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis

    Közzétéve: 2025. 05. 15.
17. 5 Mental models for investors

    Közzétéve: 2025. 05. 08.
18. 5 Universal laws applied to investing | Part 2

    Közzétéve: 2025. 05. 01.
19. Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software

    Közzétéve: 2025. 04. 24.
20. AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.

    Közzétéve: 2025. 04. 17.