The Dutch Investors

• Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

  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 Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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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• Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?

  “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. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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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  22:43
• Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex

  In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities.In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA), Sygnity ($SGN.WA), Synektik ($SNT.WA), Benefit Systems ($BFT.WA), Cyber_Folks ($CBF.WA), Vercom ($VRC.WA), CD Projekt ($CDR.WA), Budimex ($BDX.WA), Decora (DCR.WA), Asseco ($ACP.WA), Creotech Instruments (CRI.WA), Bioceltix (BCX.WA), Auto Partner ($APR.WA), and Text ($TXT.WA).We also explore Kamil’s investing philosophy, the developing Polish investment landscape, key trends in the market, and the opportunities he sees for investors in Poland. I believe this episode is packed with valuable insights.You can find or reach Kamil here:Email: [email protected]: @Kamil SochanekLinkedIn: @Kamil Sochanek You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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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  1:14:02
• The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis

  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 Podcast You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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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  1:07:19
• 5 Mental models for investors

  In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more like showing how the smartest minds, from investors to scientists, deal with complexity.You’ll hear how ancient myths, gym workouts, and even birds with weird beaks somehow all tie back to making smarter investing choices.Grab a coffee, take a walk, and get ready to rethink how you think. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Or ⁠become a premium member! A brand new fundamental analysis released every single week! Available in audio and text 24/7 live access to our personal portfolio's Monthly updates on all our buys & sells Exclusive industry reports Exclusive articles All future updates and features! 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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  25:19

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