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The Dutch Investors
The Dutch Investors
47 episodes
4 days ago
What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes. We talked about: The meaning behind “strategic mediocrity”Why simplicity often winsWhy prioritize free cash flow...
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Investing
Education,
Technology,
Business,
Self-Improvement
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All content for The Dutch Investors is the property of The Dutch Investors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes. We talked about: The meaning behind “strategic mediocrity”Why simplicity often winsWhy prioritize free cash flow...
Show more...
Investing
Education,
Technology,
Business,
Self-Improvement
Episodes (20/47)
The Dutch Investors
Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes. We talked about: The meaning behind “strategic mediocrity”Why simplicity often winsWhy prioritize free cash flow...
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4 days ago
1 hour 5 minutes

The Dutch Investors
6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMHMo-BrukGames WorkshopPortillo'sHims & Hers HealthMicrosoftSome are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can learn and take with us when analyzing other businesses. We hope you enjoy! You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Inv...
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1 week ago
19 minutes

The Dutch Investors
The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geography and market maturity impact your odds of finding outlier businesses. Kevin also walks us through a real-life case study, his number one portfol...
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2 weeks ago
50 minutes

The Dutch Investors
The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves. What does it have to do with investing? More than you might think. 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 d...
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3 weeks ago
8 minutes

The Dutch Investors
The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers. We explore how to develop true conviction in a stock, the mental traps that sabotage long-term returns, and why writing down your thesis can be so powerful. If you've ever w...
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3 weeks ago
1 hour 6 minutes

The Dutch Investors
Investing in Asian equities and markets | Interview w/ The Asia Economist
In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out. We cover a wide range of topics, from shifting global dynamics to overlooked opportunities in Asia. We talked about: Geopolitical realignment between US-EU-ChinaDecoupling of global supply chainsDemographic tailwind...
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1 month ago
1 hour 22 minutes

The Dutch Investors
Mental models every investor should know | Causation vs Correlation | Part 3
Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns isn’t the same as understanding them. Enjoy. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch...
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1 month ago
10 minutes

The Dutch Investors
3 Mental models for investors
Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most investors fall into. If you get value from this episode, please share it with a fellow investor and leave a 5-star review. It’s the best way to su...
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1 month ago
24 minutes

The Dutch Investors
Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve into: The origins and philosophy of Heavy Moat InvestmentsDefining a quality companyHow to identify a durable competitive advantageSigns of great capital allocatorsHis research processApproaches to valuationWhen and why to exit a positionCurrent industries and companies on his radarAnd more... Enjoy! You can also find us on: X ⁠@Dut...
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1 month ago
56 minutes

The Dutch Investors
The story of Chipotle Mexican Grill | What can we learn from its success and failures?
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...
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1 month ago
13 minutes

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 explo...
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2 months ago
47 minutes

The Dutch Investors
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 dependen...
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2 months ago
22 minutes

The Dutch Investors
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....
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2 months ago
1 hour 14 minutes

The Dutch Investors
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...
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2 months ago
1 hour 7 minutes

The Dutch Investors
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...
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2 months ago
25 minutes

The Dutch Investors
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 investor...
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2 months ago
14 minutes

The Dutch Investors
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 ...
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3 months ago
1 hour 12 minutes

The Dutch Investors
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,...
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3 months ago
1 hour 40 minutes

The Dutch Investors
A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
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...
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3 months ago
53 minutes

The Dutch Investors
Why Heico will become a 1000-bagger stock
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-kind Tune in to find out. For the entire company deep dive (written and podcast), check out: ...
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3 months ago
9 minutes

The Dutch Investors
What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes. We talked about: The meaning behind “strategic mediocrity”Why simplicity often winsWhy prioritize free cash flow...