The Dutch Investors

We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie.Source:1. (Dutch) VPRO Tegenlicht w/ Andy Xie2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! 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.

Explore the turbulent world of the global spirits industry. From the historical roots of distillation to the rise of brands like Diageo and Moutai, the discussion dives deep into market dynamics and investment potential. Learn about the impact of tariffs and shifting consumer behaviors on major players, while also uncovering emerging trends like luxury spirits and celebrity-owned brands. This engaging conversation uncovers opportunities for savvy investors amidst challenges in the post-COVID landscape.

In this engaging conversation, Adam Seessel, author of 'Where the Money Is' and founder of Gravity Capital Management, shares how his background in journalism informs his innovative approach to value investing. He discusses his 'Value 3.0' framework and the importance of adapting to the digital age. Topics include the misleading nature of Amazon's margins, assessing management effectively, and the evolving challenges posed by AI. Seessel also introduces the BMP checklist for evaluating investments and highlights the need for modern valuation methods in tech.

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In this analysis, Siem and Sonny dove into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're being precise.By the end of this analysis, you’ll have a deeper understanding of how LVMH transformed the luxury industry, its strategic approach to acquisitions, and how it maintains its position as one of the leaders in luxury goods.You can find Secret Sauce Investing here. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! 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.

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! 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.

In this engaging discussion, Ryan Henderson, an investor and Head of Research at FinChat, dives deep into quality investing and the significance of ethics in financial decisions. He shares insights on navigating the investment landscape amid uncertainty, emphasizing a long-term philosophy focused on founder-led companies. Ryan explores optionality in investing, detailing how companies can innovate and diversify. He also touches on the balance between personal beliefs and financial gains, providing actionable advice for aspiring investors.

Dan Shuart, founder of Eagle Point Capital, dives into long-term investing with a unique focus on 'strategic mediocrity.' He explains why aiming for simplicity and steady returns often trumps the pursuit of perfection. Emphasizing capital preservation and the significance of free cash flow, Dan advocates for an owner’s mindset that drives conviction in investment decisions. He shares insights on navigating market fluctuations and underscores the value of patience and thorough research in achieving sustained success.

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.

In this engaging discussion, Kevin Schoovaerts, founder of 100-Bagger Hunting, shares his insights on multi-bagger investment strategies. He emphasizes the often-overlooked importance of assessing management quality and capital allocation. Kevin illustrates this with a real-life case study of Formx Technologies, detailing what makes it a standout investment. The conversation also covers navigating market challenges and investing in lesser-known growth firms. Listeners will gain valuable frameworks for portfolio management and identifying promising opportunities.

Dive into a gripping exploration of human nature and decision-making rooted in a World War II story about soldiers' reluctance to kill. The discussion connects this historical insight to the world of investing, highlighting how optimism can fuel better investment strategies. Learn how a negative mindset can obstruct opportunities and the importance of patience in making thoughtful, informed decisions. Discover that sometimes, the most profound investment lessons come from unexpected places.