Wise has historically grown revenues at over 20% annually, is already profitable, and remains founder-led. With a long runway ahead and plenty of legacy players to disrupt, the story looks compelling… But is everything really as good as it seems? That’s what we’ll uncover in this analysis. 

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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Copart is a business that is known by a select group of investors. Mainly the ones interested in searching for 100-baggers might be familiar with the company. With a share price increase of around 31,000%, Copart has already checked that ‘100-bagger box’. 

Copart is a business that’s active in reselling cars and car parts. The company owns huge ‘junkyards’ to store cars until they are sold on their own online auction platform. So why call it a junkyard? That’s because most of the cars that Copart offers on its platform have severe damage. With cars in that stage, the sum of the parts is likely to be higher than the car as a whole. That’s why it’s interesting for buyers and traders to participate in these auctions. 

Copart’s market value is approaching the $50 billion mark (again). In this analysis, we will delve into the business model and moat of Copart and look at their future. Can this great performing company still be a good investment from today's prices? Let’s find out if there’s still some gold to be made here. 

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
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Few companies have haunted my investing mind like Costco. When I first researched it three years ago, I was impressed, but did not invest due to its high valuation. Since then, the stock has doubled. Ouch. A classic error of omission. But what makes Costco worth watching in the first place? In a sector often plagued by sameness and razor-thin margins, Costco stands out with a rare and powerful competitive edge: scale economies shared. Instead of hoarding the benefits of scale, Costco gives them back to its customers. That’s what makes it not just a retailer, but arguably one of the best businesses on the planet. Let’s explore whether Costco is just as compelling from an investment perspective...

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
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As many of our loyal TDI members know by now, I’ve got 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, we dive into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're being precise.

By the end of this analysis, you’ll have a deep understanding of how LVMH transformed the luxury industry, its strategic approach to acquisitions, and how it maintains its position as one of the leaders in luxury goods.

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
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Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Microsoft Gaming. But not every part of this tech giant is a goldmine. We’ll uncover which business units are true value drivers… and which might just be along for the ride. Whether you're a long-time shareholder or just curious about one of the world’s most powerful companies, this deep dive will challenge what you think you know about Microsoft... 

Without further ado, let's delve in!

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
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Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Microsoft Gaming. But not every part of this tech giant is a goldmine. We’ll uncover which business units are true value drivers… and which might just be along for the ride. Whether you're a long-time shareholder or just curious about one of the world’s most powerful companies, this deep dive will challenge what you think you know about Microsoft... 

Without further ado, let's delve in!

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Is Ulta the beauty or the beast? Maybe the better question is this: is Ulta Beauty a stock for the quality investor or the value investor? Ulta is often pitched by both camps. But do those pitches actually make sense? In this analysis, you’ll find out.

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
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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.

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

Texas Instruments is the quiet giant of the chip world, dominating analog and embedded semiconductors while steering clear of the brutal competition in the memory and logic chip space. 

As an Integrated Device Manufacturer (IDM), TI controls both design and production, giving it an edge in efficiency and supply chain stability. What drew me in? Exceptional capital allocation, minimal competition, and massive tailwinds from EVs and IoT. Add in two decades of dividend growth and a 47% share count reduction, and you’ve got a company that knows how to treat shareholders. Let’s explore how TI became such a rare breed.

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.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠