#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. 

As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries.

In this episode, we talk about:

• Robertet's history
• The business model
• The sector & industry
• Competitve advantage
• Financials
• Management
• And valuation

We hope you enjoy, learn and gain some new insights!

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• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.