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6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies

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Manage episode 495057936 series 3616097
Content provided by The Dutch Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dutch Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:

  1. LVMH
  2. Mo-Bruk
  3. Games Workshop
  4. Portillo's
  5. Hims & Hers Health
  6. Microsoft

Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can learn and take with us when analyzing other businesses.
We hope you enjoy!

You can also find us on:

Become a TDI-member!

  1. A new company deep-dive every 14 days!
  2. Available as podcast and written report
  3. Exclusive TDI-member community
  4. 24/7 live access to our personal portfolio's
  5. Updates on all our buys & sells
  6. Exclusive monthly newsletter
  7. Exclusive industry reports & articles
  8. Early access to interviews
  9. All future updates and features!

We are proud partners of Finchat. Save 15% on any Finchat 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.

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 495057936 series 3616097
Content provided by The Dutch Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dutch Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:

  1. LVMH
  2. Mo-Bruk
  3. Games Workshop
  4. Portillo's
  5. Hims & Hers Health
  6. Microsoft

Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can learn and take with us when analyzing other businesses.
We hope you enjoy!

You can also find us on:

Become a TDI-member!

  1. A new company deep-dive every 14 days!
  2. Available as podcast and written report
  3. Exclusive TDI-member community
  4. 24/7 live access to our personal portfolio's
  5. Updates on all our buys & sells
  6. Exclusive monthly newsletter
  7. Exclusive industry reports & articles
  8. Early access to interviews
  9. All future updates and features!

We are proud partners of Finchat. Save 15% on any Finchat 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.

  continue reading

47 episodes

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