The Dutch Investors

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.Support the show 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 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.Support the show 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.

“Trust is the operating system. Break that, and everything on top becomes fragile.” This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you support him or not. It’s about what happens when predictability fades, alliances weaken, and countries are forced to rethink their dependencies.If you want to understand the long-term implications, this will be good.Support the show 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.

Kamil Sochanek, the Head of Investor Relations at Budimex, shares insights from over a decade in Polish equities. He discusses notable companies like Dino Polska and CD Projekt, emphasizing their market strategies and growth potential. The evolving Polish investment landscape is explored, highlighting demographic trends and infrastructure developments. Kamil also highlights emerging opportunities, effective investment strategies, and the importance of adapting to market conditions, making this conversation a treasure trove for investors interested in Poland.

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible?In this episode, I’m joined by Brett Schafer from Chit Chat Stocks to break down Portillo’s from every angle: the unit economics, growth strategy, margins, culture, and the big question, can this concept scale beyond Chicago without losing what makes it special?We also cover key KPIs to watch in restaurant stocks, why Brett owns Portillo’s, what could go wrong, and what a best-case scenario might look like. This is an episode you won’t want to miss.Chit Chat Stocks Substack | Chit Chat Stocks PodcastSupport the show 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.

Unlock the secrets of mental models and their impact on decision-making! Learn how the inversion model can help you avoid common pitfalls in investing. Discover the importance of having a margin of safety to shield against losses. Delve into the fascinating world of feedback loops and how they shape personal habits and investment choices. Enjoy insightful anecdotes linking ancient myths and even bird beaks to smarter strategies. It's time to rethink your approach to investing and life!

Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make.In this episode, we explore five more universal laws that shape investing in ways most people never consider. From why old ideas tend to outlast new ones to how feeling safer can actually make us take bigger risks, these concepts explain why markets move the way they do, and why investors so often repeat the same missteps.Support the show 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 episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech.Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behind Finchat, why he started it, and how it's helping investors around the world save time and make better decisions.We dive into:The vision behind FinchatHow Finchat is adding value to usersLessons learned from building a global software companyWhat he’s learned from studying serial acquirersWhy KPIs actually matterThe role of AI in investing and where it’s heading …and much more. So grab a coffee, tune in, and enjoy this episode with Braden Dennis.Support the show 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.

Join Marcin Droba, VP of Investor Relations at Text S.A., as he shares insights from the Polish tech scene. He discusses the company's switch from live chat to a comprehensive AI suite and how Poland's unique position enhances its SaaS offerings. Marcin reveals the blend of capital efficiency and innovation that drives fast-scaling tech companies and emphasizes the significance of transparency in investor relations. He also explores the shift to remote work and its impact on the flourishing entrepreneurial landscape in Poland.