Researching stocks, interviewing people about stocks, and learning from investing legends. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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swyx's personal picks pod. Weekdays: the best audio clips from podcasts I listen to, in 10 minutes or less! Fridays: Music picks! Weekends: long form talks and conversations! This is a passion project; never any ads, 100% just recs from me to people who like the stuff I like. Share and give feedback: tag @swyx on Twitter or email audio questions to swyx @ swyx.io
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Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL)
1:03:29
1:03:29
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1:03:29The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed: (02:31) Exploring Stable Coins (05:39) Benefits and Downsides of Stable Coins (11:33) The Future of Payment Processing (17…
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Mental models every investor should know | Causation vs Correlation | Part 3
10:21
10:21
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10:21Every 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 is…
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The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX)
1:02:31
1:02:31
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1:02:31In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company] (04:01) Understanding Tra…
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Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE
1:02:52
1:02:52
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1:02:52The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:20) Exploring the Remittance Market (06:26) The Impact of Taxation on Remittances (09:37) Warner Brothers Discovery's Strategic Split (12:38) Meta's AI Acquisition and Market Positioning (35:40) OpenAI…
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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 …
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Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
1:03:39
1:03:39
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1:03:39On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss: (02:55) Who is Joel Greenblatt? (08:34) Gotham Capital's Performance (11:36) Special Situations Investing (12:34) Understanding Spin-Offs (19:30) Mergers and Arbitrage…
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Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks?
1:01:05
1:01:05
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1:01:05The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (10:26) Exploring Undervalued Stocks (26:29) Investment Strategies and Market Trends (31:40) The Limitations of 401(k) Investment Options (33:44) Exploring Companies with Pricing Power (38:02) Consumer Pri…
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Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
56:40
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56:40In 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 Investments Defining a quality company How to identify a durable competitive advantage Signs of great capital allocators His research process Ap…
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They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)
1:04:15
1:04:15
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1:04:15On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS). Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their p…
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The story of Chipotle Mexican Grill | What can we learn from its success and failures?
13:18
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13:18In 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?…
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Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?
1:04:50
1:04:50
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1:04:50The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:58) Costco's Earnings and Business Model Insights (05:53) Exploring Quantum Computing Stocks (12:09) The Taco Trade and Tariff Discussions (18:59) FICO's Regulatory Challenges and Market Impact (29:56)…
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Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing
47:24
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47:24In 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 …
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Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD)
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54:55On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss: (06:54) Understanding Robinhood's Business Model (13:27) The Gamification of Investing (17:30) Robinhood's Evolution and Recent Developments (24:30) Future of Robinhood: Banking and Investment Integration (30:2…
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Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?
22:43
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22:43“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 …
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Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR
1:03:43
1:03:43
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1:03:43The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:11) AI Disruption in Business (18:46) The Concept of Digital Lawn Mowers (26:11) Identifying Companies at Risk of Disruption (31:02) AI's Impact on Commoditized Supply (34:40) Match Group and Buyback S…
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Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
1:14:02
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1:14:02In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities. In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA…
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The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART)
1:00:17
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1:00:17On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss: (03:10) The Genesis of Instacart (07:20) Building the Marketplace Network (11:08) Understanding the Transaction Mechanics (22:04) Monetization Strategies and Advertising (27:14…
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Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)
1:03:37
1:03:37
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1:03:37The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:27) Exploring Nu Bank's Growth and Market Potential (09:04) Instacart's Business Model and Market Position (16:50) Airbnb's New Services and Market Strategy (33:41) Challenges Facing UnitedHealth and I…
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The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis
1:07:19
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1:07:19Portillo’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, ma…
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Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)
52:59
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52:59On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss: (06:31) Understanding Airbnb's Business Model and Take Rate (09:05) Growth Opportunities: Short, Medium, and Long-Term (17:41) Speculative Future: The Super App Concept (23:36) Competitive Landscape:…
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Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)
1:05:45
1:05:45
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1:05:45The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:52) Warren Buffett's Retirement Announcement (11:02) Berkshire Hathaway's Future Leadership and Investment Strategy (13:40) Apple vs. Google: The Search Engine Battle (23:02) Apple's In-App Purchase Co…
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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 m…
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4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH)
1:02:26
1:02:26
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1:02:26On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss: (03:13) Stock 1: A Hidden Gem in Automotive (21:34) Stock 2: The Backbone of Small Banks (33:53) Understanding Roll-Up Strategies and Their Effectiveness (39:39) Stock 3: Pest Control (47:37) Stoc…
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Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!)
1:04:26
1:04:26
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1:04:26The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:18) Microsoft's Performance and Cloud Growth (15:14) Amazon's Earnings and Market Position (24:45) Apple's Challenges and Market Dynamics (33:11) Economic Indicators and Consumer Behavior (35:27) Fast …
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5 Universal laws applied to investing | Part 2
14:39
14:39
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14:39Some 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 outla…
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Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive
55:42
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55:42On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss: (03:33) The History and Evolution of IBKR (10:51) Understanding IBKR's Platform and User Experience (12:23) Growth and Market Share of IBKR (14:48) Personal Investing Journey and Transition to IBKR (21:5…
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Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG)
1:04:34
1:04:34
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1:04:34The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:27) Tesla Earnings: A Controversial Quarter (14:50) Alphabet Earnings: Growth and AI Integration (26:52) Philip Morris: Transitioning to Smoke-Free Products (33:38) Exploring Nathan's Famous: A Small C…
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Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software
1:12:19
1:12:19
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1:12:19In 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 behi…
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Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND)
1:02:35
1:02:35
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1:02:35On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss: (12:45) Understanding Grindr's Unique Value Proposition (24:19) Monetization Strategies and Revenue Growth (31:56) Future Prospects and Advertising Opportunities (32:25) Navigating Risks in Dating App Development…
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Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes
1:02:27
1:02:27
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1:02:27New release time! We are releasing the Power Hours Friday mornings going forward. The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:51) Netflix Earnings Report Analysis (13:33) Impact of Tariffs on Big Tech (18:10) TSMC's Growth and Market Position (2…
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AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
1:39:47
1:39:47
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1:39:47A 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 ba…
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Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)
58:27
58:27
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58:27Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss: (00:00) Introduction to Li Lu: The Mysterious Investor (04:45) Li Lu's Fascinating Background and Early Life (09:35) The Formation of Himalaya Capital and In…
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EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On
1:04:03
1:04:03
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1:04:03We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning. On this episode, we discuss: (03:36) Portfolio Impacts of Tariffs (06:32) Direct and Secondary Effects on Compani…
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A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
53:14
53:14
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53:14What 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 belongi…
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S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)
55:40
55:40
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55:40On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss: (03:33) Historical Overview of S&P Global (11:44) Business Segments of S&P Global (12:47) The Ratings Segment and Its Moat (18:52) Software and Market Intelligence (24:46) Commodities and Mobility Seg…
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National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned?
1:04:25
1:04:25
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1:04:25The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:15) Elon Musk's Business Moves (06:21) AI Developments and Industry Dynamics (09:38) SoftBank and OpenAI Partnership (12:38) Dollar Tree's Strategic Shift (18:24) Spotify vs. Music Labels (31:45) Mark…
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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 i…
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Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
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49:47On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss: (00:00) Introduction to MedPace Holdings (10:51) Understanding the CRO Business Model (21:54) Medpace's Unique Positioning and Growth (33:05) Industry Trends and Future Outlook (42:16) Leadership and Company Culture (4…
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Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans?
1:05:07
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1:05:07The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:13) IPO Market Insights (06:19) Collateralized Burrito Obligations Explained (09:24) Klarna's Financials and Business Model (12:34) eToro's Public Offering and Business Model (15:26) Nike's Struggles …
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Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
42:17
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42:17Today’s episode is a real treat. We sit down with Alex Morris, the founder of TSOH Investment Research and the author of Buffett and Munger Unscripted. If you’ve ever wondered what it’s really like to study two of the greatest investors of all time, beyond the quotes, beyond the headlines, this is the conversation for you. In this episode, Alex ope…
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Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU)
1:09:57
1:09:57
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1:09:57On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss: (04:08) The Founding Story of Nu Holdings (07:31) Personal Anecdotes and User Experience in Banking (11:53) Management Team and Leadership Insights (18:44) Business Model Overview of Nu Holdings (31:12) Geographic Opportunities: Brazil and Me…
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5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More)
1:05:17
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1:05:17The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:16) Google's Major Acquisition of Wiz (20:19) Stocks at Their Lowest Valuations (30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft (33:11( The Wild Card of Nvidia (34:14) Exploring Small…
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What if I told you that in investing, black-and-white thinking is your biggest enemy? That the market can be overpriced… and still keep going up. That a stock can look expensive… and still be a bargain. That the safest-looking company… might be the riskiest bet on the board. In this episode, we dive deep into the strange, frustrating, and fascinati…
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The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI)
52:25
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52:25On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss: (04:22) The Evolution of Mercado Libre's Business Model (07:21) Competitive Landscape: Mercado Libre vs. Amazon (10:34) E-commerce Penetration in Latin America (13:22) The Role of Mercado Pago in E-comme…
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What a century old Artic expedition and investing have in common
10:11
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10:11Imagine battling brutal cold, starvation, 1000s of miles from home, facing the unknown. Over 100 years ago, two teams set out on a treacherous journey to discover the Arctic, but only one team made it back alive. Their secret was a strategy that also happens to be the key to successful investing. In this episode, we reveal the surprising parallels …
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14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK)
1:02:28
1:02:28
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1:02:28The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:41) Analyzing Short Reports and Company Trustworthiness (16:28) Concerns from the Short Report (21:14) Market Turmoil and Stock Performance (25:15) Recession Impacts on Holdings (34:25) Delta Airlines…
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A company more exclusive than Hermès and Ferrari | The world’s most exclusive business
10:11
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10:11Luxury handbags and supercars are exclusive, but nothing compares to this ultra-luxury business. In this episode, we dive into The Italian Sea Group, one of the world’s most prestigious yacht builders, crafting vessels that cost more than entire skyscrapers. We’ll explore: Why the ultra-wealthy are immune to market downturns. How this company compa…
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We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!)
1:10:53
1:10:53
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1:10:53On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss: (03:46) Ranking Stocks: Methodology and Approach (05:15) Stock Analysis: Semrush and Autodesk (07:38) Ally Financial: Challenges and Future Outlook (11:31) Middle of the Pack: Adobe, O'Re…
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Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG)
1:04:47
1:04:47
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1:04:47The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:16) Analyzing Google's Stock Performance (14:38) Waymo's Growth and Future Potential (20:29) CoreWeave's Impressive Growth and IPO Discussion (31:24) Navigating Market Dynamics and Investment Strategi…
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INVESTING UNSCRIPTED: Back To Basics
1:06:12
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1:06:12Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen. FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTS Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investi…
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