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Quality investing, optionality and conviction | Interview w/ Ryan Henderson

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Manage episode 497537129 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://podcastplayer.com/legal.

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing.
Here’s what we talk about in this episode:

  • Quality investing
  • Pros and cons of running a fund
  • How to spot compounders
  • The role of ethics, governance, and founder-led incentives
  • Why valuations are a strange concept
  • His favorite brands and companies

If you want to build conviction, tune out the noise, and play the long game, this episode is full of useful advice.

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 Fiscal. Save 15% on any Fiscal.ai 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

55 episodes

Artwork
iconShare
 
Manage episode 497537129 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://podcastplayer.com/legal.

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing.
Here’s what we talk about in this episode:

  • Quality investing
  • Pros and cons of running a fund
  • How to spot compounders
  • The role of ethics, governance, and founder-led incentives
  • Why valuations are a strange concept
  • His favorite brands and companies

If you want to build conviction, tune out the noise, and play the long game, this episode is full of useful advice.

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 Fiscal. Save 15% on any Fiscal.ai 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

55 episodes

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