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
5 Universal laws applied to investing | Part 2
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. 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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14:39
Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software
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. 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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1:12:19
AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs.Marcin shares what it's like to work at a fast-scaling tech company, how they balance capital efficiency with innovation, and why being headquartered in Poland gives them a unique edge. Whether you're into software, investing, or just love hearing behind-the-scenes stories from growing companies, this one's 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.
Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey.Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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