The Dutch Investors

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 ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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 ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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 ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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 ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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. 

Braden Dennis, founder and CEO of FinChat (a Toronto research platform for fundamental investors), is an entrepreneur and podcaster building investor-focused software. He talks about FinChat’s vision, capturing company KPIs and filings, building and scaling a niche SaaS, preparing financially to take risks, and the role of AI and agents in automating research workflows.

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.

What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belonging, one that fans dedicate years on. It allows Games Workshop to ask a big premium on its products, just like LEGO. But does that translate into a great investment?In this special episode, I sat down with Sonny from Secret Sauce Investing on Substack, who has owned Games Workshop since 2021 and knows the company inside and out. He helped us analyze and figure out makes Games Workshop so profitable, resilient, and yet risky at the same time.If you want to understand how a niche company has realized a 16% CAGR on its stock price since 1995, hit play and find out! Support the show You can also find us on:X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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. 

A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to many. What’s their secret and could it still become a 1000-bagger?In this episode, we break down: 🚀 Why Heico dominates their industry 🛠️ The secret sauce behind their success and business model 📈 Why its acquisition strategy is one-of-a-kindTune in to find out.For the entire company deep dive (written and podcast), check out: https://www.thedutchinvestors.com/tdi-databaseSupport the show You can also find us on:X ⁠@DutchInvestors⁠Substack ⁠@The Dutch Investors⁠Instagram ⁠@The Dutch Investors⁠Become a TDI-member!A new company deep-dive every 14 days!Available as podcast and written reportExclusive TDI-member community24/7 live access to our personal portfolio'sUpdates on all our buys & sellsExclusive monthly newsletterExclusive industry reports & articlesEarly access to interviewsAll 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.