It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? 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 days! Available as podcast and written repo...
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It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? 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 days! Available as podcast and written repo...
#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
The Dutch Investors
1 hour 22 minutes
3 months ago
#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In this analysis, Siem and Sonny dove into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're bein...
The Dutch Investors
It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? 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 days! Available as podcast and written repo...
