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 boom
• Why its U.S. expansion could be a game-changer
• The risks of staying premium in a cost-conscious world
• Fever Tree’s brand strength vs. giants like Coca-Cola
• Red flags

And 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.

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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.

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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. 

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.WA), Decora (DCR.WA), Asseco ($ACP.WA), Creotech Instruments (CRI.WA), Bioceltix (BCX.WA), Auto Partner ($APR.WA), and Text ($TXT.WA).

We also explore Kamil’s investing philosophy, the developing Polish investment landscape, key trends in the market, and the opportunities he sees for investors in Poland. I believe this episode is packed with valuable insights.

You can find or reach Kamil here:

• Email: [email protected]
• X: @Kamil Sochanek
• LinkedIn: @Kamil Sochanek

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7. And much more!

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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. 

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 Podcast

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6. All our buys & sells
7. And much more!

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You can also find us on:

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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. 

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.

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1. A new company deep dive every 14 days!
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5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

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You can also find us on:

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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. 

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.

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1. A new company deep dive every 14 days!
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5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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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. 

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 Finchat
• How Finchat is adding value to users
• Lessons learned from building a global software company
• What he’s learned from studying serial acquirers
• Why KPIs actually matter
• The role of AI in investing and where it’s heading

 …and much more.

 So grab a coffee, tune in, and enjoy this episode with Braden Dennis.

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1. A new company deep dive every 14 days!
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5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

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You can also find us on:

• X ⁠@DutchInvestors⁠
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🎁 Proud partners of PDT. Save 15% on any PDT plan! 

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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 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, or just love hearing behind-the-scenes stories from growing companies, this one's for you.

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Try our all-in-one investing terminal!

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1. A new company deep dive every 14 days!
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5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

• X ⁠@DutchInvestors⁠
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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. 

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! 

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Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
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4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

• X ⁠@DutchInvestors⁠
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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-kind

Tune in to find out.

For the entire company deep dive (written and podcast), check out: https://www.thedutchinvestors.com/tdi-database

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

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

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 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.