The Dutch Investors

47 Epizód

1. Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital

   Közzétéve: 2025. 07. 24.
2. 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies

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

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

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

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

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

   Közzétéve: 2025. 06. 19.
8. 3 Mental models for investors

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

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

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

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

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

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

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

    Közzétéve: 2025. 05. 08.
16. 5 Universal laws applied to investing | Part 2

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

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

    Közzétéve: 2025. 04. 17.
19. A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis

    Közzétéve: 2025. 04. 10.
20. Why Heico will become a 1000-bagger stock

    Közzétéve: 2025. 04. 03.