Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 493629707 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://staging.podcastplayer.com/legal.
In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research.
We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geography and market maturity impact your odds of finding outlier businesses. Kevin also walks us through a real-life case study, his number one portfolio position, and explains exactly how he found it, what stood out, and why it's a textbook example of hidden potential.
If you’re looking to build a research funnel, or simply understand how to think about holding periods, portfolio size, and identifying winners, this episode is for you.
🎧 Let’s get into it.
You can follow Kevin here: X & Substack
You can also find us on:
- X @DutchInvestors
- Substack @The Dutch Investors
- Instagram @The Dutch Investors
- A new company deep-dive every 14 days!
- Available as podcast and written report
- Exclusive TDI-member community
- 24/7 live access to our personal portfolio's
- Updates on all our buys & sells
- Exclusive monthly newsletter
- Exclusive industry reports & articles
- Early access to interviews
- 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.
45 episodes
