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...
#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
The Dutch Investors
13 minutes
3 weeks ago
#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires. In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capital allocation, value, and patience, all hidden inside the Prosus–Tencent story. You can also find us on: X @DutchInvestors Substack @The Dut...
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...
