The Dutch Investors

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.

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.

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 Finchat. Save 15% on any Finchat 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.

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 Finchat. Save 15% on any Finchat 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.

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 Finchat. Save 15% on any Finchat 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.

Join an engaging discussion with a self-taught investor revolutionizing the approach to quality investing. Discover how to identify companies with durable competitive advantages, or 'moats,' and learn the art of valuation. The talk dives into the importance of public accountability and community engagement in investment research. Explore promising sectors and notable companies, including insights on recent IPOs. This conversation blends investment strategies with a passion for music, offering a unique perspective on navigating the financial landscape.

In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund his dream restaurant turned into a global burrito business worth billions. But it wasn’t all guac and glory.The main focus of the episode is, what can we, as investors, learn from this story? This episode is stuffed with business lessons (and a few food puns, sorry not sorry).Want the full fundamental analysis of Chipotle Mexican Grill? Click 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 Finchat. Save 15% on any Finchat 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 episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market.We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique business model, what their strongest asset may be, and whether the valuation is attractive today.Furthermore, we also cover:The company’s explosive rise during the UK gin boomWhy its U.S. expansion could be a game-changerThe risks of staying premium in a cost-conscious worldFever Tree’s brand strength vs. giants like Coca-ColaRed flagsAnd much more!If you’re a long-term investor, who loves consumer brands, and is wondering if tonic water can be a serious investment idea, this one is for you. 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 Finchat. Save 15% on any Finchat 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.