The Dutch Investors 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
Jul 17, 2025
Dive into the lessons learned from diverse companies, from luxury giants to toxic waste monopolies. Discover how local monopolies thrive in unattractive sectors and the grassroots success story of Games Workshop. Explore Portillo's focus on quality and simplicity in the restaurant industry, alongside a health tech firm redefining telehealth. Finally, uncover Microsoft's insights on creating indispensable infrastructure and removing friction in business. Each story offers valuable takeaways for investors and entrepreneurs alike.
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Luxury Brands: Mono vs Holding
- Luxury brands grow on exclusivity, storytelling, and brand prestige rather than functionality or cost efficiency.
- Mono brands focus deeply on a single vision, while holding companies balance multiple brands for resilience.
Value in Undesirable Monopolies
- Some of the best businesses operate in undesirable, highly regulated sectors with local monopolies.
- These barriers prevent competition, making them defensive and profitable long-term.
Basement-Born Passion Builds Value
- Games Workshop's success grew from a basement game created by passionate hobbyists without typical marketing or diversification.
- Community passion and evolving intellectual property created a deeply immersive, uncopyable experience.