In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Excl...
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In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Excl...
#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
The Dutch Investors
23 minutes
2 weeks ago
#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation. We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just search and ads, and whether today’s price still leaves room for good returns. You can also find us on: X @DutchInvestors Substack @The Dutch I...
The Dutch Investors
In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Excl...