The Dutch Investors

47 Episodes

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

   Published: 7/24/2025
2. 6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies

   Published: 7/17/2025
3. The multibagger playbook | Interview w/ 100-bagger hunting | Part 2

   Published: 7/10/2025
4. The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism

   Published: 7/6/2025
5. The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1

   Published: 7/3/2025
6. Investing in Asian equities and markets | Interview w/ The Asia Economist

   Published: 6/26/2025
7. Mental models every investor should know | Causation vs Correlation | Part 3

   Published: 6/19/2025
8. 3 Mental models for investors

   Published: 6/12/2025
9. Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments

   Published: 6/5/2025
10. The story of Chipotle Mexican Grill | What can we learn from its success and failures?

    Published: 6/1/2025
11. Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

    Published: 5/29/2025
12. Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?

    Published: 5/26/2025
13. Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex

    Published: 5/22/2025
14. The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis

    Published: 5/15/2025
15. 5 Mental models for investors

    Published: 5/8/2025
16. 5 Universal laws applied to investing | Part 2

    Published: 5/1/2025
17. Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software

    Published: 4/24/2025
18. AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.

    Published: 4/17/2025
19. A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis

    Published: 4/10/2025
20. Why Heico will become a 1000-bagger stock

    Published: 4/3/2025