The Dutch Investors

The Dutch Investors
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Aug 7, 2025 • 11min

The shared playbook of LVMH and Constellation Software

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.
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Jul 31, 2025 • 1h 7min

Quality investing, optionality and conviction | Interview w/ Ryan Henderson

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.
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Jul 24, 2025 • 1h 6min

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

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.
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6 snips
Jul 17, 2025 • 20min

6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies

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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Jul 10, 2025 • 51min

The multibagger playbook | Interview w/ 100-bagger hunting | Part 2

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.
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Jul 6, 2025 • 9min

The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism

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.
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Jul 3, 2025 • 1h 6min

The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1

In this engaging discussion, Kevin Schoovaerts, the founder of 100-Bagger Hunting, shares his journey from engineering to investing. He reveals his methods for spotting 'multibaggers'—stocks that can significantly multiply in value. Kevin discusses the critical importance of conviction in investment decisions and how writing down your thesis can enhance clarity. He also addresses the psychological challenges investors face and offers unique strategies for navigating market unpredictability. His insights provide a fascinating blend of analytical rigor and actionable advice.
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Jun 26, 2025 • 1h 23min

Investing in Asian equities and markets | Interview w/ The Asia Economist

In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out.We cover a wide range of topics, from shifting global dynamics to overlooked opportunities in Asia.We talked about:Geopolitical realignment between US-EU-ChinaDecoupling of global supply chainsDemographic tailwindsFuture of India and ChinaChina’s evolving roleInformation asymmetryThe challenge of understanding Asia from afarThis podcast is a must-listen for anyone interested in the factors that will shape the Asian century. 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.
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Jun 19, 2025 • 10min

Mental models every investor should know | Causation vs Correlation | Part 3

Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely.In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns isn’t the same as understanding them.Enjoy. 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.
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Jun 12, 2025 • 24min

3 Mental models for investors

Welcome back to The Dutch Investors Podcast.If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think.These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into.If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to support what we’re building.Let’s get into it. 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.

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