A few weeks ago, I joined my friends at
to record a podcast about one of my portfolio companies, Robertet. After the great feedback, we decided to make the whole podcast free to everybody!You may have already read my analysis on Robertet from last April (here is the fundamentals article), but I’m sure you’ll learn something new via the audio format. You can read the analysis of The Dutch Investors here.
Enjoyed the Podcast? You’ll Love My Premium Research!
If you found this deep dive valuable, you’ll love the premium content I create for my subscribers. As a member, you get:
As a premium subscriber, you’ll get:
✔ Detailed Research on high-quality global compounders and European champions, with deep fundamental & valuation analysis. ✔ Actionable Investment Pitches – Ideas with high upside potential and limited downside. ✔ Earnings Breakdowns on key reports and market reactions. ✔ Real-Time Trade Alerts on all my portfolio moves, plus access to the premium chat. ✔ Exclusive Investing Tools, including my Inverse DCF template and more.
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