A few weeks ago, I joined my friends at The Dutch Investors 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.

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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit heavymoatinvestments.substack.com/subscribe

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